行情直击06-01
6月1日，戴尔科技盘中上涨4.48%，报444.31美元，成交额26.58亿美元，股价续创历史新高。
消息面上，戴尔此前公布的第一财季业绩全面碾压预期，营收438亿美元，同比增长88%，超出最乐观预期21%；Non-GAAP每股收益4.86美元，远超市场预期的2.94美元。AI服务器单季收入161亿美元，同比暴增757%，在手积压订单513亿美元。公司大幅上调全年指引，AI服务器全年收入预期上调至约600亿美元。财报发布后，多家投行集中上调目标价，摩根大通将目标价从280美元上调至500美元，大摩从跑输大盘上调至等权重并将目标价调至448美元。管理层表示AI需求"没有显示出任何放缓迹象"，市场对其估值框架的重塑仍在持续。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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