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

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智通财经APP获悉，在硬件和网络股业绩公布前夕，摩根大通表示，其最看好戴尔科技(DELL.US)和慧与科技(HPE.US)。该机构上调了戴尔、慧与科技及惠普(HPQ.US)的股票目标价。该行由萨米克·查特吉(Samik Chatterjee)领衔的分析师团队表示：“在财报发布前，我们对戴尔和慧与科技最为乐观，盈利预期上调有望强化中期盈利增长前景，并使股价估值倍数回归至更符合中期盈利增长前景的水平，...

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href=http://www.zhitongcaijing.com/content/detail/1442586.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，在硬件和网络股业绩公布前夕，摩根大通表示，其最看好戴尔科技(DELL.US)和慧与科技(HPE.US)。该机构上调了戴尔、慧与科技及惠普(HPQ.US)的股票目标价。该行由萨米克·查特吉(Samik Chatterjee)领衔的分析师团队表示：“在财报发布前，我们对戴尔和慧与科技最为乐观，盈利预期上调有望强化中期盈利增长前景，并使股价估值倍数回归至更符合中期盈利增长前景的水平，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1442586.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":"LU0348723411.USD","symbol_name":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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Chatterjee)领衔的分析师团队表示：“在财报发布前，我们对戴尔和慧与科技最为乐观，盈利预期上调有望强化中期盈利增长前景，并使股价估值倍数回归至更符合中期盈利增长前景的水平，而今年早些时候，由于市场对内存相关不利因素的担忧，估值倍数曾触及低谷。”该分析师指出，IT硬件板块内存相关担忧的缓解推动了该板块股价的强劲上涨。分析师认为，股价急剧上涨源于投资者对近期盈利预期发生了重大转变：此前市场预计卖方共识预期存在下行风险，如今则转变为需求提前释放带来的上行预期;同时，基于远期盈利预期的长期估值倍数基本保持不变，戴尔除外。戴尔摩根大通维持其“增持”评级，并将目标价从205美元上调至280美元。分析师预计，戴尔将再度上调2027财年(截至1月底)的盈利指引，此前已上调至增长25%，但此次上调幅度将更为温和，原因是2027财年第一季度业绩超预期的延续效应，但供应可见度仍构成制约，尤其是人工智能服务器的供应仍需跟上更高的需求预期。查特吉及其团队表示：“我们预测2027财年盈利增长将上调至27%，而此前指引为25%，这得益于第一季度业绩及第二季度展望双双超预期。”戴尔定于5月28日公布2027财年第一季度业绩。慧与科技该机构维持对慧与科技的“增持”评级，并将目标价从27美元上调至37美元。查特吉及其团队表示：“我们预计网络需求方面的利好因素将支撑盈利预期进一步上调，且此次更多由基本面利润预期改善所驱动，而非线下项目。我们看到园区业务以及思科云路由业务的强劲表现，这表明企业客户的园区网络更新活动十分活跃，同时超大规模数据中心在广域网部署方面的强劲支出也构成了利好。”该分析师指出，就行业面临的供应挑战而言，他们认为慧与科技可能面临较为温和的阻力，因为其产品组合采用了定制芯片与商用芯片相结合的策略，这使其能够顺应更高的需求上调收入和盈利指引。随着内存不利因素对包括慧与科技在内的IT硬件公司的影响有所缓和，且强劲的需求驱动因素提高了实现2028财年每股收益3美元目标的可见度，分析师认为，投资者愿意给予的估值倍数将更适合这些目标所隐含的中高位十位数百分比区间(约15%至接近20%)的盈利复合年增长率(CAGR)。慧与科技定于6月1日公布2026财年第二季度业绩。惠普摩根大通维持其“中性”评级，并将目标价从19美元上调至22美元。该行分析师表示：“就惠普而言，我们预计个人电脑强劲的需求驱动因素将推动公司近期盈利上行，但收入超预期只能在一定程度上抵消内存相关不利因素对利润率造成的压力。”查特吉及其团队预计，考虑到提价后需求价格弹性方面存在顾虑，公司将把上调幅度限制在全年业绩展望范围内。此外，分析师表示，尽管他们认为内存不利因素担忧有所缓和，加上全年指引的重申将有助于改善投资者情绪，但他们认为，与其他IT硬件公司相比，该公司估值倍数的提升幅度将更为温和。惠普定于5月27日公布2026财年第二季度业绩。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 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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

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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