行情直击06-02
6月2日，戴尔科技盘后上涨3.35%，报481.14美元，成交额1.13亿美元。
消息面上，戴尔近期发布的第一财季财报全面超预期：营收438亿美元，同比增长88%，超出市场预期21%；Non-GAAP每股收益4.86美元，超出最乐观预期66%。其中AI服务器收入161亿美元，同比暴增757%，积压订单达513亿美元。公司随即上调全年AI服务器收入指引至600亿美元，全年营收指引中值至1670亿美元。财报发布后，华尔街掀起目标价上调潮，摩根大通上调至500美元，花旗上调至475美元，Melius上调至565美元；摩根士丹利此前减持评级已被打入审查。同业慧与科技当日亦大涨29.49%，AI基础设施板块情绪持续升温。
（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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