You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
財報發佈在即,戴爾股價又創新高!
格隆匯 05-30 13:32

在這輪AI熱潮中,亮眼的不只是英偉達,還有電腦巨頭戴爾。

股價再創新高

隔夜,美股戴爾科技股價又創新高,大升近8%,報179.21美元/股,總市值1273.21億美元。

今年以來,戴爾的股價已經累計上升136%,拉長時間來看,自2023年年初以來公司股價累計上升3.62倍。

在其帶領下,A股AI PC板塊表現活躍,英力股份升超11%,雷神科技、鵬鼎科技升超4%。

飆升的股價讓投資者對其業績表現的預期更高了,美股週四盤後,戴爾科技將公佈2025年第一財季業績。

此前,戴爾預計,第一財季營收將在210億美元-220億美元之間,中間值為215億美元,同比增長3%;每股收益為1.15美元(+/-10美分)。

華爾街分析師預計,戴爾科技上財季的營收為217億美元,同比增長3.7%;每股收益1.25美元,同比下降4.6%。

獲美銀看好

在財報公佈前,美國銀行的全球研究分析師Wamsi Mohan重申了對戴爾科技的買入評級,並將其目標價從130美元上調至180美元。 

Mohan預計,戴爾的AI服務器收入將呈現爆炸式增長。戴爾在前一財季的出貨量為8億美元,而其積壓訂單環比增長一倍,達到29億美元;預計第一財季的人工智能服務器收入可能達到14億美元,積壓訂單在40億-50億美元。

Mohan還非常看好戴爾的長期前景,並稱:

“考慮到人工智能服務器、高端存儲和個人電腦更新帶來的上行潛力,以及人工智能 (PC)的可選性,我們預計到2025年,戴爾將保持強勁勢頭。”

Mohan認為:“戴爾仍然是一隻被低估和低權重的股票,具有AI上的潛在催化劑,以及被納入標普指數的可能性。

過去一個月,已有8位分析師調整了戴爾的目標股價,目前的平均目標股價為140.62美元,最高為185美元,最低為94美元。

AI PC前景遠大

AI加持下,智能手機、PC等硬件都將迎來一波新的增長點。

同為電腦廠商的惠普上一財季的收入超預期,個人電腦的銷量兩年來首次增長。

惠普的首席執行官Enrique Lores表示,AI PC將佔今年下半年總出貨量的10%左右。

惠普還預計,三年後將攀升至出貨量的50%左右,AI PC對其財務的影響在2025年、2026年“更加重要”。

未來,AI PC 有望迎來量價齊升。

銷量上,摩根士丹利預計到2024年,AI PC將佔個人電腦市場總量的2%,之後幾年將繼續攀升,2025年將達到16%,2026年達到28%,2027年達到48%,2028年達到64%。

研究公司Canalys更為激進,預計到2025年,將有1億台AI PC,約佔市場份額的40%。

Canalys的首席分析師Ishan Dutt認為,AI PC將為軟件開發商和硬件供應商開闢了新領域。

在4月的報吿中,IDC的分析師Jitesh Ubrani表示:“隨着出貨量的增長,AI PC的價格也有望上升,為電腦和零部件製造商提供更多機會。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account