美股异动 | 戴尔科技(DELL.US)涨逾5% 高盛上调目标价至215美元

智通财经
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智通财经APP获悉,周四,戴尔科技(DELL.US)涨逾5%,报186.80美元。消息面上,高盛发布报告,将戴尔12个月目标价从195美元上调至215美元,并预计其2026年第一季度营收达362亿美元,AI服务器营收130亿美元。

另外,近期,一则关于英伟达拟收购大型PC厂商的传闻引发行业广泛关注,该传闻最早由行业网站SemiAccurate于当地时间4月13日刊文披露。报道称,英伟达正寻求一笔“重塑PC市场格局”的巨额并购,已就收购一家大型PC企业开展超过一年的谈判,目前交易已进入“接近达成或放弃的关键节点”,但并未明确具体收购目标。

传闻经行业博主转发扩散后,市场迅速将目光锁定在全球头部PC厂商身上。结合全球PC市场格局,美国本土除苹果外,戴尔、惠普作为全球顶尖PC供应商,成为市场猜测的核心收购对象——据Gartner及Omdia数据显示,2026年一季度惠普占据全球19%的PC市场份额,戴尔占比17%,两家企业合计占据近35%的市场份额,且均与英伟达有深度业务合作。

针对上述传闻,英伟达迅速予以否认,表示相关报道内容不实,英伟达并未就收购任何PC制造商展开任何形式的讨论,也没有相关收购计划。

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