《大行報告》美銀證券升戴爾(DELL.US)目標價至98美元 評級「買入」
美銀證券發表報告,戴爾(DELL.US)將於本月29日(周四)公布季績,Nvidia(NVDA.US)近期公布的數據中心收入強勁,並明言與AI相關的強勁需求將會持續數年。對於戴爾而言,認為該公司的伺服器業務持續錄得增長,估計第四財季訂單將會繼續上升,而整體收入將按年下跌11%至222億美元。
報告提到,隨著戴爾開始微調AI模型,並且開始進行進行推論,相信戴爾將會迎接強勁的需求。 雖然整體個人電腦市場的復甦速度較最初預期來得要慢,但戴爾應該會受惠於今年下半年陸續推出的支援AI的個人電腦。
美銀證券將戴爾目標價由82美元上調至98美元,重申「買入」評級。
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