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DELL 戴尔
已收盘 05-19 16:00:00 EDT
235.26
-2.77
-1.16%
盘后
236.04
+0.78
+0.33%
19:59 EDT
最高
239.75
最低
227.27
成交量
408.27万
今开
234.25
昨收
238.03
日振幅
5.24%
总市值
1,528亿
流通市值
724.60亿
总股本
6.50亿
成交额
9.58亿
换手率
1.33%
流通股本
3.08亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
戴尔：马自达汽车正构建数据基石以加速AI驱动研发，已部署戴尔PowerScale
美股速递 · 01:01
戴尔：马自达汽车正构建数据基石以加速AI驱动研发，已部署戴尔PowerScale
戴尔推出新一代存储、计算、网络韧性及自动化创新，旨在赋能现代化数据中心
美股速递 · 01:00
戴尔推出新一代存储、计算、网络韧性及自动化创新，旨在赋能现代化数据中心
异动解读｜戴尔盘中下跌3.31%，瑞银下调评级影响叠加板块整体走弱
行情直击 · 05-19 22:17
异动解读｜戴尔盘中下跌3.31%，瑞银下调评级影响叠加板块整体走弱
戴尔携手英伟达扩产AI工厂 加速企业AI落地
金吾财讯 · 05-19 17:13
戴尔携手英伟达扩产AI工厂 加速企业AI落地
英伟达财报前夜，黄仁勋、戴尔访谈：AI正大规模进入企业，最核心瓶颈依旧是存储和先进制程芯片
华尔街见闻 · 05-19 10:13
英伟达财报前夜，黄仁勋、戴尔访谈：AI正大规模进入企业，最核心瓶颈依旧是存储和先进制程芯片
戴尔携手礼来，以AI驱动药物研发与生产规模化
投资观察 · 05-19 03:44
戴尔携手礼来，以AI驱动药物研发与生产规模化
戴尔AI服务器新增1000家客户，全力进军企业级市场
华尔街见闻 · 05-19 01:21
戴尔AI服务器新增1000家客户，全力进军企业级市场
戴尔携手谷歌，将Gemini 3 Flash模型引入基于戴尔PowerEdge XE9780服务器的谷歌分布式云
美股速递 · 05-19 01:01
戴尔携手谷歌，将Gemini 3 Flash模型引入基于戴尔PowerEdge XE9780服务器的谷歌分布式云
SpaceXAI携手戴尔推出企业级Grok助手，强化推理与多模态能力，安全再升级
美股速递 · 05-19 01:00
SpaceXAI携手戴尔推出企业级Grok助手，强化推理与多模态能力，安全再升级
绩前小摩上调硬件三巨头目标价 戴尔(DELL.US)、慧与科技(HPE.US)最受青睐
智通财经 · 05-16
绩前小摩上调硬件三巨头目标价 戴尔(DELL.US)、慧与科技(HPE.US)最受青睐
戴尔科技(DELL)携手铠侠推出业内首款9.8 PB闪存容量2U服务器配置
金吾财讯 · 05-15
戴尔科技(DELL)携手铠侠推出业内首款9.8 PB闪存容量2U服务器配置
戴尔：美国Hrt公司选用戴尔PowerScale作为关键交易数据存储基石
美股速递 · 05-14
戴尔：美国Hrt公司选用戴尔PowerScale作为关键交易数据存储基石
戴尔AI工厂全面赋能HRT研究基础设施，覆盖算法开发、预测定价模拟与假设检验
美股速递 · 05-14
戴尔AI工厂全面赋能HRT研究基础设施，覆盖算法开发、预测定价模拟与假设检验
戴尔承认SupportAssist软件会导致部分Win系统黑屏死机，建议用户停用或卸载
IT之家 · 05-14
戴尔承认SupportAssist软件会导致部分Win系统黑屏死机，建议用户停用或卸载
异动解读 | 瑞银下调评级至中性，戴尔盘中大跌5.06%
异动解读 · 05-12
异动解读 | 瑞银下调评级至中性，戴尔盘中大跌5.06%
市场已消化戴尔AI利好，瑞银下调其评级至中性
投资观察 · 05-11
市场已消化戴尔AI利好，瑞银下调其评级至中性
异动解读 | 瑞银下调评级至中性，戴尔盘中大跌5.11%
异动解读 · 05-11
异动解读 | 瑞银下调评级至中性，戴尔盘中大跌5.11%
瑞银：将戴尔评级下调至“中性”
中金财经 · 05-11
瑞银：将戴尔评级下调至“中性”
分析师：戴尔科技等多家AI概念股被低估
环球市场播报 · 05-11
分析师：戴尔科技等多家AI概念股被低估
一周美股牛榜 | Datadog业绩大超预期，股价飙升42%；Akamai股价单周大涨42%；SMCI季度营收指引超预期，股价飙升30%；AMD涨26%；英特尔涨25%
老虎资讯综合 · 05-11
一周美股牛榜 | Datadog业绩大超预期，股价飙升42%；Akamai股价单周大涨42%；SMCI季度营收指引超预期，股价飙升30%；AMD涨26%；英特尔涨25%
暂无数据
公司概况
公司名称：
戴尔
所属市场：
NYSE
上市日期：
--
主营业务：
戴尔科技公司于2013年1月31日在特拉华州注册成立。该公司是为数据和人工智能时代提供广泛技术解决方案的全球领导者，其解决方案涵盖从客户端设备到服务器、网络和存储的基础架构。它为超过170个国家的客户提供旨在满足不断变化的IT需求并推动业务成果的产品组合。
发行价格：
--
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10:13","pubTimestamp":1779156790,"startTime":"0","endTime":"0","summary":"财报前夕，黄仁勋表示，AI基础设施建设还处于“最初期”，未来十年持续推进。他与戴尔共同指出当前最大瓶颈——内存告急、先进芯片承压，需求增速远超供给。对于中国市场，黄仁勋表示：“AI需求极为旺盛，市场会逐步开放。此次访华是去支持特朗普总统的。此行代表的是美国，这是我的荣幸。”","market":"us","thumbnail":"https://community-static.tradeup.com/news/121375ad117a12f32dcf631186d5dffd","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/121375ad117a12f32dcf631186d5dffd"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"ecbb449392af56350d535025c7288bdb","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772582","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"analysis,preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PTF","DELL","MAGY","TEKX","USD","SMH","SOXL","159813","SOXY","SMHX","ARTY","SOXX","NVDA","AGIX","SSG","PSI","FTXL","OND","CHPS","AIPO","CHPY","VERS","SOXQ","YMAG","WTAI","CHAT","XSD","SOXS","BULZ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1134331511","title":"戴尔携手礼来，以AI驱动药物研发与生产规模化","url":"https://stock-news.laohu8.com/highlight/detail?id=1134331511","media":"投资观察","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1134331511?lang=zh_cn&edition=full","pubTime":"2026-05-19 03:44","pubTimestamp":1779133444,"startTime":"0","endTime":"0","summary":"戴尔科技公司近日公布了一系列在人工智能领域的合作进展。其中，该公司正与三星电子合作，共同构建用于AI驱动半导体制造的基础设施。\n与此同时，人工智能公司Mistral AI正利用戴尔的人工智能基础设施，以支持其大规模语言模型的训练与部署。戴尔与Mistral AI的合作关系已进一步深化，旨在将后者的语言推理模型及编排工具引入戴尔的“AI工厂”生态系统。\n在生命科学领域，戴尔宣布与制药巨头礼来公司展开合作，共同推动人工智能驱动的药物发现与生产流程实现规模化应用。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BJLML261.HKD","LU0114720955.EUR","LU1064131342.USD","LU2168563687.JPY","LU2237443382.USD","LU2491050154.USD","LU1366192091.USD","LU0234572021.USD","LU0323591593.USD","LU2065171311.SGD","LU0079474960.USD","LU1804176565.USD","LU0310800965.SGD","LU0122379950.USD","LU1232071149.USD","LU0316494557.USD","LU0943347566.SGD","LU2264538146.SGD","LU0203201768.USD","BK4581","IE00B1BXHZ80.USD","LU0109391861.USD","LLII","IE0009355771.USD","LU1623119135.USD","LU2089284900.SGD","LU1093756168.USD","IE0004445239.USD","LU0889565916.HKD","LU2089283258.USD","BK4007","LU2106854487.HKD","LU2357305700.SGD","LU0353189680.USD","BK4588","LU0820562030.AUD","IE00B1XK9C88.USD","LLYX","DELL","LU0158827948.USD","LU1023059063.AUD","LU2023250504.SGD","LU2168564065.EUR","SG9999015986.USD","LU0058720904.USD","LU0787776722.HKD","LU2168564222.USD","LU2491050071.SGD","LU1145028129.USD","LU0256863811.USD","LU1988902786.USD","LU0320765059.SGD","DLLL","IE00B4JS1V06.HKD","LU0964807845.USD","LU1069344957.HKD","LU1868836757.USD","LU2108987350.USD","IE00BJT1NW94.SGD","LU2456880835.USD","LU2491049909.HKD","LU1127390331.HKD","LU2471134523.USD","BK4543","LU0640476718.USD","LU0094547139.USD","LU0061475181.USD","LU2023251221.USD","LU1720051108.HKD","LU2324357040.USD","LU2237443978.SGD","LU2237443465.HKD","LU0689472784.USD","LU1917777945.USD","LU1267930730.SGD","LU1280957306.USD","IE0005OL40V9.USD","IE00BK4W5L77.USD","LU2361044865.SGD","LU0823434740.USD","IE00BFTCPJ56.SGD","LU0708995401.HKD","LU2552382132.HKD","LU2361044949.HKD","BK4535","LU0683600562.USD","LU2756315318.SGD","LU1989771016.USD","LU2211815571.USD","LU2746668461.USD","LU1823568750.SGD","SG9999015952.SGD","LU2417539215.USD","IE0004445015.USD","LU0471298694.HKD","LU0823434583.USD","LU1712237335.SGD","SG9999015945.SGD","ELIS","LU0466842654.USD","LU2265009873.SGD","LU2237438978.USD","IE00BKDWB100.SGD","LU0385154629.USD","IE00BJJMRX11.SGD","LU2065170008.USD","SG9999014898.SGD","IE00BWXC8680.SGD","IE00BK4W5M84.HKD","IE00BN29S564.USD","LU1629891620.HKD","LU2028103732.USD","SG9999018857.SGD","LU2750360997.AUD","LU0432979614.USD","SG9999015978.USD","LU0471298777.SGD","LU1551013425.SGD","LU1035775433.USD","BK4516","LU0354030511.USD","LU0211326755.USD","LU0417517546.SGD","LU0097036916.USD","LU0203202063.USD","LU0320765992.SGD","LU0882574055.USD","IE00B775H168.HKD","LU0976567544.SGD","BK4585","SG9999014914.USD","LU2271345857.HKD","LU0289739699.SGD","LU0211326839.USD","LU2552382215.SGD","LU2552382058.USD","SG9999001176.SGD","LU1235294995.USD","IE00BFSS8Q28.SGD","LU1551013342.USD","LU2462157665.USD","LU0496365809.HKD","LU0266013472.USD","LU2213496289.HKD","IE00BJJMRY28.SGD","IE00B2B36J28.USD","LU2360106947.USD","SGXZ51526630.SGD","BK4170","LU2063271972.USD","LU1868836914.USD","LU2112291526.USD","SG9999001176.USD","SG9999013999.USD","LU1814569148.SGD","IE00B4R5TH58.HKD","IE0001KFT4U8.USD","IE0002141913.USD","SGXZ57979304.SGD","LU0128525689.USD","LU1061106388.HKD","SG9999014880.SGD","LU1323610961.USD","LU0354030438.USD","LU1267930227.SGD","LU0256863902.USD","IE00BFSS7M15.SGD","LU0096364046.USD","LU0225283273.USD","LU1548497426.USD","IE00B7KXQ091.USD","LU0210536198.USD","LU0238689110.USD","LU1868837136.USD","LU2168564495.EUR","IE00BKPKM429.USD","LU2089984988.USD","LU2361045086.USD","SGXZ31699556.SGD","BK4515","LU2471134796.USD","LU2602419157.SGD","SG9999017495.SGD","LU0456855351.SGD","LU2237443622.USD","SGXZ99366536.SGD","LU2896262040.SGD","LU0823416689.USD","LU1093756325.SGD","LU0052756011.USD","LU0672654240.SGD","LU2236285917.USD","LU1291159041.SGD","LU1046421795.USD","LU2237443895.HKD","LLYZ","BK4534","LU1974910355.USD","LU2746668974.SGD","SGXZ81514606.USD","LU2023250330.USD","LU0786609619.USD","LU2468319806.SGD","LU0198837287.USD","LU1868836591.USD","LU2065171402.SGD","LU2168564149.EUR","LU2461242641.AUD","LU2471134879.HKD","LU0353189763.USD","LU2237443549.SGD","LU1868837300.USD","SG9999018865.SGD","LU1057294990.SGD","LU0106261372.USD","LU1983299246.USD","LU2111349929.HKD","LU0006306889.USD","LU0109394709.USD","LU2750360641.GBP","LU0158827781.USD","LU0267386448.USD","BK4599","LU2087625088.SGD","SG9999014906.USD","ELIL","IE00BJJMRZ35.SGD","LU2756315664.SGD","LU0820561818.USD","LU0820561909.HKD","GB00BDT5M118.USD","LU2065169927.USD","LU2471134952.CNY","LU0882574139.USD","LU1720051017.SGD","BK4533","LU0133085943.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636400338","title":"戴尔AI服务器新增1000家客户，全力进军企业级市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2636400338","media":"华尔街见闻","labels":[]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01:21","pubTimestamp":1779124914,"startTime":"0","endTime":"0","summary":"戴尔AI Factory产品线单季新增1000家企业客户，总量突破5000家，礼来、霍尼韦尔、三星均已部署。戴尔正在推出包括AI代理在内的多款新产品以协助传统企业实现AI落地。此外，戴尔还与谷歌和SpaceX等合作，将AI模型引入企业内网。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772565","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4170","BK4588","LU2065171311.SGD","LU1046421795.USD","LU0128525689.USD","LU0211326755.USD","BK4515","LU0267386448.USD","LU1267930227.SGD","LU0211326839.USD","LU0976567544.SGD","LU0496365809.HKD","LU1823568750.SGD","LU2065171402.SGD","DELL","LU1235294995.USD","LU0310800965.SGD","BK4585","LU2065169927.USD","LU2065170008.USD","LU0052756011.USD","BK4535","DLLL","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126048230","title":"戴尔携手谷歌，将Gemini 3 Flash模型引入基于戴尔PowerEdge XE9780服务器的谷歌分布式云","url":"https://stock-news.laohu8.com/highlight/detail?id=1126048230","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1126048230?lang=zh_cn&edition=full","pubTime":"2026-05-19 01:01","pubTimestamp":1779123700,"startTime":"0","endTime":"0","summary":"戴尔科技与谷歌正展开合作，旨在将Gemini 3 Flash模型部署于谷歌分布式云平台，该平台将运行在戴尔PowerEdge 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PB闪存容量2U服务器配置","url":"https://stock-news.laohu8.com/highlight/detail?id=2635924700","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635924700?lang=zh_cn&edition=full","pubTime":"2026-05-15 17:30","pubTimestamp":1778837419,"startTime":"0","endTime":"0","summary":"金吾财讯 | 铠侠株式会社周五正式宣布，通过与戴尔科技 的深度技术协作，成功推出业内首款在2U机架空间内实现9.8 PB闪存容量的高密度服务器配置。据介绍，该方案采用了搭载AMD EPYC处理器的Dell PowerEdge R7725xd服务器，满载40块铠侠LC9系列E3.L规格的245.76 TB NVMeSSD。业内分析认为，此次戴尔与铠侠的合作不仅是容量上的数字突破，更是对AI时代存储架构的重新定义。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ODY4OWQ3Mzc3NDBiZmZiN2U4NjgyMDY5NTE3ODY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODY4OWQ3Mzc3NDBiZmZiN2U4NjgyMDY5NTE3ODY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300484","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BLDYK493.USD","LU1046421795.USD","LU1823568750.SGD","BK4535","LU0267386448.USD","LU1235294995.USD","BK4588","BK4543","LU0052756011.USD","LU2065170008.USD","DLLL","LU0211326839.USD","LU0976567544.SGD","LU2065169927.USD","LU0496365809.HKD","LU2065171311.SGD","LU0310800965.SGD","BK4211","IE00B64QTZ34.USD","LU0128525689.USD","DELL","BK4585","BK4515","LU0211326755.USD","LU1267930227.SGD","BK4170","LU2065171402.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164350534","title":"戴尔：美国Hrt公司选用戴尔PowerScale作为关键交易数据存储基石","url":"https://stock-news.laohu8.com/highlight/detail?id=1164350534","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1164350534?lang=zh_cn&edition=full","pubTime":"2026-05-14 22:00","pubTimestamp":1778767245,"startTime":"0","endTime":"0","summary":"在美国，Hrt公司已正式选用戴尔科技的PowerScale解决方案，将其确立为核心交易数据的存储基础架构。这一举措标志着Hrt公司对其关键数据处理平台进行了标准化部署，旨在依托戴尔PowerScale系统的高性能与可靠性，为至关重要的交易活动提供坚实的数据支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4535","LU0052756011.USD","LU0496365809.HKD","BK4585","LU1046421795.USD","BK4515","DELL","LU2065171402.SGD","LU2065170008.USD","LU0128525689.USD","LU1267930227.SGD","BK4588","DLLL","LU0211326839.USD","LU2065171311.SGD","LU1823568750.SGD","BK4543","LU0211326755.USD","LU0310800965.SGD","LU2065169927.USD","BK4170","LU0267386448.USD","LU0976567544.SGD","LU1235294995.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104594441","title":"戴尔AI工厂全面赋能HRT研究基础设施，覆盖算法开发、预测定价模拟与假设检验","url":"https://stock-news.laohu8.com/highlight/detail?id=1104594441","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1104594441?lang=zh_cn&edition=full","pubTime":"2026-05-14 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18:40","pubTimestamp":1778755237,"startTime":"0","endTime":"0","summary":"IT之家 5 月 14 日消息，据外媒 BleepingComputer 今晚报道，戴尔证实预装在多数新款 Windows 戴尔电脑上的 SupportAssist 软件，会导致部分 Windows 系统黑屏崩溃。戴尔代表在另一个帖子中补充说：“作为临时解决办法，许多用户反馈，禁用戴尔 SupportAssist Remediation 服务，或者直接彻底卸载SA 应用后，问题得到解决。”不过，用户需要注意，从受影响 PC 中卸载故障服务后，戴尔 SupportAssist OS Recovery 此前创建的系统修复点可能无法继续使用。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8t7oTZNHGSb","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0976567544.SGD","BK4585","DELL","LU0052756011.USD","LU0267386448.USD","BK4170","LU0211326755.USD","LU1267930227.SGD","LU0496365809.HKD","LU0310800965.SGD","BK4515","BK4535","LU2065170008.USD","LU2065171402.SGD","LU0128525689.USD","LU2065169927.USD","LU1046421795.USD","LU0211326839.USD","BK4588","DLLL","LU2065171311.SGD","BK4543","LU1235294995.USD","LU1823568750.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1131775960","title":"异动解读 | 瑞银下调评级至中性，戴尔盘中大跌5.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131775960","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1131775960?lang=zh_cn&edition=full","pubTime":"2026-05-12 22:25","pubTimestamp":1778595955,"startTime":"0","endTime":"0","summary":"戴尔(DELL)今日盘中股价大跌5.06%，引发了市场的广泛关注。消息面上，瑞银集团将戴尔科技的评级从“买入”下调至“中性”，是导致此次股价下跌的主要原因。分析师指出，市场已充分消化戴尔在AI服务器领域的增长预期，此前因竞争对手超微电脑的负面事件，客户订单转向戴尔，已推动其股价累计上涨约70%，这限制了股价的进一步上行空间。此外，瑞银认为戴尔在新兴云和企业客户中的AI业务敞口较大，而这类客户的资本支出增速可能远低于超大规模云服务提供商，构成了潜在的隐忧。评级下调后，机构投资者可能重新评估其持仓，从而加剧了短期的抛售压力。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["DELL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185668423","title":"市场已消化戴尔AI利好，瑞银下调其评级至中性","url":"https://stock-news.laohu8.com/highlight/detail?id=1185668423","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1185668423?lang=zh_cn&edition=full","pubTime":"2026-05-11 22:25","pubTimestamp":1778509539,"startTime":"0","endTime":"0","summary":"瑞银分析师指出，尽管加速增长的人工智能服务器需求将推动戴尔营收飙升，但市场早已将这一预期充分计入其股价之中。分析师因此将该股评级下调至“中性”。\n过去一个月，由于超微电脑员工被指控非法出口英伟达芯片，客户订单可能已转向戴尔，使其人工智能订单增长超出先前预期。然而，自该消息传出以来，戴尔股价已上涨约70%，这限制了其进一步的上行空间。\n此外，分析师还表示，戴尔在新兴云和企业客户中的人工智能业务敞口更大，而这类客户的资本支出增速可能远低于超大规模云服务提供商。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DELL","DLLL","LU2065171402.SGD","LU0128525689.USD","LU0267386448.USD","LU1046421795.USD","LU1823568750.SGD","BK4515","LU2065170008.USD","LU0211326839.USD","LU1235294995.USD","LU2065169927.USD","BK4543","LU0052756011.USD","BK4585","BK4535","LU0310800965.SGD","LU2065171311.SGD","BK4588","LU1267930227.SGD","BK4170","LU0976567544.SGD","LU0211326755.USD","LU0496365809.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109248590","title":"异动解读 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