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大行評級丨大摩:上調戴爾目標價至126美元 AI服務器業務依然強勁
摩根士丹利發表報告指,由於戴爾在人工智能基礎建設動能與傳統基礎建設檢查之間取得平衡,加上關稅變動的背景,預期2026財年首季業績將略微勝預期,但2026財政年度指引將維持不變。該行料股價已反映市場對其首財季預估穩健的業績表現,但仍看好其下半年的表現,目標價由89美元上調至126美元,評級“增持”。大摩指,戴爾AI服務器業務依然強勁,2026財年首季營業額爲23億美元,2026財政年度營業額可望接近200億美元,但次財季季績的季度增長則取決於供應。
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