8月17日 - ** Melius Research 将戴尔科技（DELL.N）的目标价从 565 美元上调至 650 美元，这意味着该股相对于最新收盘价仍有约 32% 的上行空间
** 该券商表示，由于戴尔拥有“大量”配备英伟达 NVDA.O 强力Vera Rubin平台的人工智能服务器，因此仍预计“9月前人工智能业务将出现大幅增长”
** 该券商指出，鉴于服务器和存储业务的上行空间，戴尔对2027财年剩余时间的展望“显得非常保守”
** 该券商指出，AI云服务商近期强劲的业绩表现及资本支出的增加，意味着它们将向戴尔投入更多资金，即使这些公司未来会适当分散采购渠道
** 该机构补充称，其观察到部分高端笔记本电脑的价格涨幅如此显著，以至于即使销量下滑，戴尔的营收仍可能实现增长
** 28家券商中有20家给予该股“买入”或更高评级，8家给予“持有”评级，目标价中位数为500美元——数据由LSEG汇总
** 戴尔（DELL）股在早盘交易中下跌2.6%，报477.69美元
** 截至上一交易日收盘，该股今年涨幅近四倍
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