《大行報告》大摩升戴爾(DELL.US)目標價至128美元 AI伺服器支持出色表現
摩根士丹利發表報告指出,戴爾(DELL.US)AI伺服器訂單、積壓訂單、渠道,以及不斷擴大的雲端服務供應商(CSP)/企業客戶群的實力表明,公司的AI故事仍處於早期階段,且勢頭強勁。
該行認為,戴爾指引顯示公司毛利率按年受壓,管理層對2025財年收入預測930億美元和每股盈利預測7.5美元的指引相對保守,該行對公司2025財年的收入及每股盈利預測,較公司指引中位數高出3%及6%。
此外,該行恢復戴爾為首選股,目標價由100美元上調至128美元,評級「增持」,認為公司AI伺服器業務支持出色表現,至於AI伺服器的進一步發展勢頭、個人電腦的增長及標普500指數的可能納入公司未來關鍵催化劑。
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