戴尔并未受到内存成本的挤压 - 市场动态

投资观察2025-11-27

1417 ET - 虽然戴尔科技的投资者对内存成本感到担忧，但Raymond James表示第三季度的利润率出人意料地好。分析师指出，戴尔提前几季度确保了供应商的供货，因此内存的现货价格可能具有误导性。他们补充说，公司还持有未披露金额的库存，这造成了时间上的不确定性。尽管他们尚未看到任何显著的价格变化，但分析师表示，他们预计戴尔将减少折扣并可能提高产品价格。“戴尔出色的执行能力和供应链管理使其能够提升利润率，抵消了对内存芯片成本上升的看空情绪，”分析师表示。戴尔股价上涨6%。（katherine.hamilton@wsj.com）

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