Tiger Brokers

甲骨文业绩向好，券商对人工智能板块的乐观预期提振硬件股

路透中文
Sep 11
BUZZ-<a href="https://laohu8.com/S/ORCL">甲骨文</a>业绩向好，券商对人工智能板块的乐观预期提振硬件股

9月11日 - **硬件公司股价上涨，带动华尔街从本周早些时候的跌势中反弹

** 戴尔（DELL.N）股价大涨11.2%，创下历史新高；惠普企业（HPE.N）上涨10.3%，触及一个月高点；惠普（HPQ.N）上涨8.6%，创下自2024年12月以来的最高水平

** 这三只股票是标普500指数中表现最佳的个股 .SPX

** 加拿大皇家银行（RBC）首次覆盖戴尔（DELL），给予“跑赢大盘”评级，目标价640美元；理由包括持续的AI基础设施需求、950亿美元的服务器订单积压、以存储业务为驱动的利润率扩张以及强劲的现金回报

** 对惠普（HPQ）给予“行业表现”评级，目标价33美元；认为其是人工智能个人电脑领域的稳健受益者，但指出打印业务面临挑战及短期利润率压力

** 分析师称，甲骨文 ORCL.N 第一季度业绩超预期 (link)，带动了更广泛的AI相关股票上涨

** “甲骨文的业绩出人意料地好……无疑提振了整个科技板块”——B Riley Wealth首席市场策略师阿特·霍根

** 年初至今：戴尔（DELL）上涨349%，惠普企业（HPE）上涨155%，惠普（HPQ）上涨62%——表现均优于标普 .SPX 指数和纳斯达克指数 .IXIC

At the request of the copyright holder, you need to log in to view this content

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10