摩根大通在硬件和网络股财报发布前表示，对戴尔科技和慧与科技最为看好。该行将戴尔的目标价从205美元上调至280美元，维持“增持”评级；将慧与科技的目标价从27美元上调至37美元，维持“增持”评级。

　　上调理由

　　摩根大通认为，与内存相关的担忧出现逆转，是近期IT硬件板块反弹的原因。该行预计，盈利预期上调将巩固两家公司的中期盈利增长前景，并使其估值倍数回归到与中期盈利增长前景更匹配的水平。

　　惠普评级维持中性

　　摩根大通同时将惠普的目标价从19美元上调至22美元，但维持“中性”评级。分析显示，戴尔凭借AI服务器业务的强劲表现成为市场关注焦点，而慧与科技同样在服务器领域持续扩张。相比之下，惠普因缺乏有意义的服务器业务来抵消消费PC需求疲软的影响，在市场竞争中处于相对劣势。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：张俊 SF065

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.