9月2日 - ** 云和客户端计算公司戴尔科技（Dell Technologies， DELL.N）的股价在盘前交易中上涨近10%，至467.04美元
** 受人工智能服务器需求强劲推动，该公司周二上调了 (link) 的年度营收预期250亿美元，并再次上调了盈利预期
** 摩根大通表示，近期财报及业绩指引表明，在人工智能、基础设施升级以及长期客户承诺增加的推动下，该公司将实现更强劲的中期增长
** 这些搭载英伟达 NVDA.O 芯片的服务器备受客户青睐，其中包括AI云服务提供商Nscale和CoreWeave CRWV.O，它们正利用这些服务器构建用于训练和运行AI模型的计算集群
** Melius Research认为，戴尔基础设施解决方案集团（ISG）完全有理由实现与英伟达 (link) 预期70%营收增长率相当的增长
** 该公司公布第二季度营收为470亿美元；据伦敦证券交易所集团（LSEG）汇编的数据，分析师平均预期为449.2亿美元
** 截至上一交易日收盘，戴尔（DELL）今年累计涨幅约为237.3%
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