行情直击06-01
6月1日，戴尔盘前上涨3.11%，报431.97美元/股，成交额1897.71万美元，延续上周五单日暴涨33%的强势动能。
消息面上，戴尔此前公布的2027财年第一财季财报全面超预期：总营收438亿美元，同比增长88%，超出分析师最乐观预期21%；Non-GAAP每股收益4.86美元，超最乐观预期66%。核心驱动力来自AI服务器业务，单季收入161亿美元，同比暴增757%，在手积压订单高达513亿美元。公司将全年AI服务器收入指引从500亿美元上调至600亿美元。此外，传统CPU服务器同比增长92%，打破了AI蚕食传统算力的零和博弈预期。摩根大通已将目标价从280美元上调至500美元，摩根士丹利亦公开表示此前对硬件周期"过于保守"，华尔街正全面重估戴尔的估值框架。
（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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