AI双Buff加持,戴尔将再迎“春天”?

Ofweek维科网
Jul 18, 2025

在上篇《戴尔:AI 浪起,老厂要来个回马枪?》中我们主要聊了戴尔的历史沉浮,以及戴尔当下在服务器市场中的竞争力。而本篇我们将主要从投资价值的角度展开,侧重讨论以下两个问题:1)从PC转向AI PC领域,这究竟有多大潜力?2)AI 服务器+AI PC加持,戴尔到底有多大的投资价值?关于戴尔的下篇,直接上海豚君的具体正文:一、传统基本盘的新机遇:PC转向AI PC戴尔的客户端业务涵盖了笔记本电脑与...

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