美银看好戴尔科技(DELL.US)和慧与科技(HPE.US) 智能体AI成增长引擎

智通财经04-28

智通财经APP获悉，美国银行将戴尔科技(DELL.US)的目标价从205美元上调至246美元，并将慧与科技(HPE.US)的目标价从32美元上调至38美元，原因是这两家公司将受益于智能体AI(AgenticAI)的发展。Wamsi Mohan领导的美银分析师团队在报告中表示：“AI的下一阶段是智能体AI，其多步骤工作负载需要更强大的CPU硬件、存储访问以及执行系统。智能体AI将单个独立的推理事件...

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href=http://www.zhitongcaijing.com/content/detail/1435145.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国银行将戴尔科技(DELL.US)的目标价从205美元上调至246美元，并将慧与科技(HPE.US)的目标价从32美元上调至38美元，原因是这两家公司将受益于智能体AI(AgenticAI)的发展。Wamsi Mohan领导的美银分析师团队在报告中表示：“AI的下一阶段是智能体AI，其多步骤工作负载需要更强大的CPU硬件、存储访问以及执行系统。智能体AI将单个独立的推理事件...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1435145.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0006061336.USD","symbol_name":"Blackrock US Small and MidCap Opportunities A2 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