周五, 戴尔 股价逆市走高,盘初涨8%,截至发稿涨超5%。同时,其直接竞争对手 超微电脑 盘中暴跌超27%。戴尔与超微电脑在企业级及 AI 基础设施领域直接竞争,双方的服务器、存储及其他解决方案互为替代产品。在超微电脑面临法律与经营不确定性之际,投资者认为戴尔有望承接部分流失的市场需求。
周五, 戴尔 股价逆市走高,盘初涨8%,截至发稿涨超5%。同时,其直接竞争对手 超微电脑 盘中暴跌超27%。戴尔与超微电脑在企业级及 AI 基础设施领域直接竞争,双方的服务器、存储及其他解决方案互为替代产品。在超微电脑面临法律与经营不确定性之际,投资者认为戴尔有望承接部分流失的市场需求。
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