Tiger Brokers

美股PC硬件板块集体走高 戴尔科技(DELL)涨14.92% 行业业绩预期持续修复

金吾财讯
May 22

金吾财讯 | 美股PC硬件板块迎来集体大涨。Qtrex Quantum (QTEX) 涨 173.98%，戴尔科技 (DELL) 涨 14.92%，惠普 (HPQ) 涨 14.13%，Quantum Com (QUBT) 涨 13.10%，Everpure (P) 涨 10.61%，罗技 (LOGI) 涨 4.93%，超微电脑 (SMCI) 涨 4.91%。

消息面上，本次行情催化源于联想集团亮眼的四季报业绩。数据显示，联想单季营收同比增长27%至216亿美元，调整后净利润同比翻倍增长。公司PC主业稳步复苏，智能设备业务营收达146亿美元，同时AI相关业务营收大涨84%，验证了全球PC行业回暖、AI硬件商业化提速的行业趋势。

除此之外，头部投行同步上调戴尔估值，进一步助力行情走强。富国银行将戴尔目标价从180美元大幅上调至270美元，维持增持评级，看好其AI基础设施业务长期增长潜力。摩根士丹利此前亦上调戴尔目标价，不过对公司下半年盈利表现保持审慎态度。

资金持续涌入推动个股走出波段行情，戴尔近五日累计涨幅达20%，月内涨幅超36%；惠普近五日、月内涨幅分别为19%、22%。市场静待两家企业财报落地，市场预期戴尔单季营收357.5亿美元、每股收益2.96美元，惠普营收140.7亿美元、每股收益0.72美元。

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