加拿大皇家银行:戴尔仍处于有利位置 有望从持续多年的AI基础设施支出周期中受益

格隆汇
Sep 13
加拿大皇家银行资本市场公布的研究报告首次覆盖戴尔科技,并给予其“跑赢大盘”(Outperform)评级,目标价为640美元。RBC分析师David Paige在报告中写道:“我们认为,随着目前没有任何放缓迹象,戴尔仍处于有利位置,有望从持续多年的AI基础设施支出周期中受益。”RBC表示,戴尔目前服务器订单积压规模达到950亿美元,这些订单尚未开始交付;该公司第二季度AI服务器销售额约为164亿美元。

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