美股异动 | AI服务器需求强劲助推戴尔(DELL.US)涨逾5% 12个月订单达132亿美元

智通财经09-16 23:23

【美股异动 | AI服务器需求强劲助推戴尔(DELL.US)涨逾5% 12个月订单达132亿美元】智通财经APP获悉，周三，戴尔科技(DELL.US)涨逾5%，报572.58美元。消息面上，近日，戴尔科技集团首席执行官迈克尔.戴尔(Michael Dell)表示，AI服务器、传统服务器和存储需求保持强劲，公司2027财年第二财季AI GPU服务器订单达61亿美元，过去12个月订单达132亿美元，企业AI客户超过6500家，六个月内增长超过60%。人工智能热潮之下，算力设备与个人电脑价格将持续走高，硬件设备芯片的“结构性短缺”问题大概率会在2027年进一步恶化。

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