金吾财讯 | 摩根士丹利发表报告指，由于戴尔(DELL)在人工智能基础建设动能与传统基础建设检查之间取得平衡，加上关税变动的背景，预期2026财年首季业绩将略微胜预期，但2026财政年度指引将维持不变。该行料股价已反映市场对其首财季预估稳健的业绩表现，但仍看好其下半年的表现，目标价由89美元上调至126美元，评级“增持”。大摩指，戴尔AI服务器业务依然强劲，2026财年首季营业额为23亿美元，2026财政年度营业额可望接近200亿美元，但次财季季绩的季度增长则取决于供应。
金吾财讯 | 摩根士丹利发表报告指，由于戴尔(DELL)在人工智能基础建设动能与传统基础建设检查之间取得平衡，加上关税变动的背景，预期2026财年首季业绩将略微胜预期，但2026财政年度指引将维持不变。该行料股价已反映市场对其首财季预估稳健的业绩表现，但仍看好其下半年的表现，目标价由89美元上调至126美元，评级“增持”。大摩指，戴尔AI服务器业务依然强劲，2026财年首季营业额为23亿美元，2026财政年度营业额可望接近200亿美元，但次财季季绩的季度增长则取决于供应。
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