花旗发表报告指,戴尔科技今年1月底止第四季收入优于预期,超越其指引上限,同时每股盈利亦因利润率上升而提高。指引亦大幅优于预期,明年1月底止2027财年预测收入增长约25%以上,人工智能收入将翻倍,每股盈利料增长26%,不包括人工智能的毛利率料按年有所改善。人工智能方面,管理层指出季度订单达340亿美元,期末积压订单超过430亿美元,且随着企业采用率上升,涉及4000家企业客户的管道正在增长。花旗将戴尔目标价由160美元上调至180美元,维持“买入”评级。
花旗发表报告指,戴尔科技今年1月底止第四季收入优于预期,超越其指引上限,同时每股盈利亦因利润率上升而提高。指引亦大幅优于预期,明年1月底止2027财年预测收入增长约25%以上,人工智能收入将翻倍,每股盈利料增长26%,不包括人工智能的毛利率料按年有所改善。人工智能方面,管理层指出季度订单达340亿美元,期末积压订单超过430亿美元,且随着企业采用率上升,涉及4000家企业客户的管道正在增长。花旗将戴尔目标价由160美元上调至180美元,维持“买入”评级。
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