大行评级丨花旗：上调戴尔科技目标价至180美元，维持“买入”评级

中金财经03-02

花旗发表报告指，戴尔科技今年1月底止第四季收入优于预期，超越其指引上限，同时每股盈利亦因利润率上升而提高。指引亦大幅优于预期，明年1月底止2027财年预测收入增长约25%以上，人工智能收入将翻倍，每股盈利料增长26%，不包括人工智能的毛利率料按年有所改善。人工智能方面，管理层指出季度订单达340亿美元，期末积压订单超过430亿美元，且随着企业采用率上升，涉及4000家企业客户的管道正在增长。花旗将...

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