BUZZ-超微陷困境，戴尔股价上涨，Melius看好其受益

路透中文

Yesterday

BUZZ-<a href="https://laohu8.com/S/SMCI">超微</a>陷困境，<a href="https://laohu8.com/S/DELL">戴尔</a>股价上涨，Melius看好其受益

3月20日 - ** 个人电脑和人工智能优化服务器制造商戴尔DELL.N股价上涨4.2%至163.40美元

** 梅利厄斯研究公司称，超级微型计算机SMCI.O的困境可能会使戴尔获得不成比例的巨额收益

** SMCI 股价下跌 27% 至 22.45 美元，此前美国检察官指控三名 (link) 与 SMCI 有关联的人帮助向中国走私价值数十亿美元的人工智能技术。

** 券商称，根据目前的市场估计，SMCI 将在未来 4 个季度出货约 470 亿美元的人工智能服务器，并在未来 8 个季度出货超过 1,000 亿美元。

** 我们认为，随着企业和超大规模客户重新评估交易对手风险，这些销售额中的很大一部分将被争夺。

** 26家券商中有20家将戴尔股票评级为 "买入 "或更高，5家为 "持有"，1家为 "卖出"；他们的PT中值为167美元--LSEG汇编的数据

** 截至上次收盘，戴尔今年的涨幅约为 25%

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

At the request of the copyright holder, you need to log in to view this content

LOGIN / SIGN UP

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2620732619"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2620732619\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2620732619?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2026-03-20 22:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2620732619","market":"us","top_or_hot":-1,"title":"BUZZ-超微陷困境，戴尔股价上涨，Melius看好其受益","media":"路透中文","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-<a href=\"https://laohu8.com/S/SMCI\">超微</a>陷困境，<a href=\"https://laohu8.com/S/DELL\">戴尔</a>股价上涨，Melius看好其受益</title></head><body><p>\n<span>3月20日</span><span> - </span>** 个人电脑和人工智能优化服务器制造商戴尔<span>DELL.N</span>股价上涨4.2%至163.40美元</p><p>** 梅利厄斯研究公司称，超级微型计算机<span>SMCI.O</span>的困境可能会使戴尔获得不成比例的巨额收益</p><p>** SMCI 股价下跌 27% 至 22.45 美元，此前美国检察官指控三名 (<span>link</span>) 与 SMCI 有关联的人帮助向中国走私价值数十亿美元的人工智能技术。</p><p>** 券商称，根据目前的市场估计，SMCI 将在未来 4 个季度出货约 470 亿美元的人工智能服务器，并在未来 8 个季度出货超过 1,000 亿美元。</p><p>** 我们认为，随着企业和超大规模客户重新评估交易对手风险，这些销售额中的很大一部分将被争夺。</p><p>** 26家券商中有20家将戴尔股票评级为 \"买入 \"或更高，5家为 \"持有\"，1家为 \"卖出\"；他们的PT中值为167美元--LSEG汇编的数据</p><p>** 截至上次收盘，戴尔今年的涨幅约为 25% </p><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-超微陷困境，戴尔股价上涨，Melius看好其受益</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-超微陷困境，戴尔股价上涨，Melius看好其受益\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time\">2026-03-20 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-<a href=\"https://laohu8.com/S/SMCI\">超微</a>陷困境，<a href=\"https://laohu8.com/S/DELL\">戴尔</a>股价上涨，Melius看好其受益</title></head><body><p>\n<span>3月20日</span><span> - </span>** 个人电脑和人工智能优化服务器制造商戴尔<span>DELL.N</span>股价上涨4.2%至163.40美元</p><p>** 梅利厄斯研究公司称，超级微型计算机<span>SMCI.O</span>的困境可能会使戴尔获得不成比例的巨额收益</p><p>** SMCI 股价下跌 27% 至 22.45 美元，此前美国检察官指控三名 (<span>link</span>) 与 SMCI 有关联的人帮助向中国走私价值数十亿美元的人工智能技术。</p><p>** 券商称，根据目前的市场估计，SMCI 将在未来 4 个季度出货约 470 亿美元的人工智能服务器，并在未来 8 个季度出货超过 1,000 亿美元。</p><p>** 我们认为，随着企业和超大规模客户重新评估交易对手风险，这些销售额中的很大一部分将被争夺。</p><p>** 26家券商中有20家将戴尔股票评级为 \"买入 \"或更高，5家为 \"持有\"，1家为 \"卖出\"；他们的PT中值为167美元--LSEG汇编的数据</p><p>** 截至上次收盘，戴尔今年的涨幅约为 25% </p><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1823568750.SGD","symbol_name":"Fidelity Global Technology A-ACC SGD","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260320:nL4S40819T:1","article_id":"2620732619","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620732619","pubTimestamp":1774017037,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"3月20日 - ** 个人电脑和人工智能优化服务器制造商戴尔DELL.N股价上涨4.2%至163.40美元** 梅利厄斯研究公司称，超级微型计算机SMCI.O的困境可能会使戴尔获得不成比例的巨额收益** SMCI 股价下跌 27% 至 22.45 美元，此前美国检察官指控三名  与 SMCI 有关联的人帮助向中国走私价值数十亿美元的人工智能技术。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4588":"碎股","BK4170":"电脑硬件、储存设备及电脑周边","SMCC":"Defiance Leveraged Long + Income SMCI ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","SMCL":"2倍做多SMCI ETF-Graniteshares","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","SMCI":"超微电脑","BK4543":"AI","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4585":"ETF&股票定投概念","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","SMCX":"2倍做多SMCI ETF-Defiance","LU1046421795.USD":"富达环球科技A-ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","DLLL":"2倍做多DELL ETF-GraniteShares","SMCY":"SMCI期权收益策略ETF-YieldMax","DELL":"戴尔","SMYY":"GraniteShares YieldBOOST SMCI ETF","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","SMCZ":"2倍做空SMCI ETF-Defiance","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","BK4535":"淡马锡持仓","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4515":"5G概念","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC"},"translate_title":"BUZZ-Supermicro in trouble, Dell stock rises, Melius bullish on its benefits","themeId":"37684715aaf54a73b9fe52ee56a263cc","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DELL":1.95,"SMCL":0.6,"SMCX":0.6,"SMYY":0.6,"SMCZ":0.6,"SMCC":0.6,"DLLL":0.6,"SMCI":1.91,"SMCY":0.6},"content_text":"BUZZ-超微陷困境，戴尔股价上涨，Melius看好其受益\n3月20日 - ** 个人电脑和人工智能优化服务器制造商戴尔DELL.N股价上涨4.2%至163.40美元** 梅利厄斯研究公司称，超级微型计算机SMCI.O的困境可能会使戴尔获得不成比例的巨额收益** SMCI 股价下跌 27% 至 22.45 美元，此前美国检察官指控三名 (link) 与 SMCI 有关联的人帮助向中国走私价值数十亿美元的人工智能技术。** 券商称，根据目前的市场估计，SMCI 将在未来 4 个季度出货约 470 亿美元的人工智能服务器，并在未来 8 个季度出货超过 1,000 亿美元。** 我们认为，随着企业和超大规模客户重新评估交易对手风险，这些销售额中的很大一部分将被争夺。** 26家券商中有20家将戴尔股票评级为 \"买入 \"或更高，5家为 \"持有\"，1家为 \"卖出\"；他们的PT中值为167美元--LSEG汇编的数据** 截至上次收盘，戴尔今年的涨幅约为 25% (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}