Dell和超微、HP_老虎社区_美港股上老虎

2024-06-06

Dell和超微、HPE是同一个赛道的选手，本质就是搞组装服务器，比电脑城的工业化程度高一点点。一人得道鸡犬升天，AI需求多，服务器自然卖的多，但真的一定要买他们的吗？未必。

周四美股盘后，公布2026财年一季度财报，最引人注目的数据无疑是121亿美元的AI服务器订单，这一数字不仅超过了公司整个2025财年的AI服务器出货量，更让其AI订单积压达到144亿美元的历史高位。此外尽管AI订单激增，戴尔Q1的调整后EPS仍为1.55美元，低于分析师预期的1.69美元。【绩后戴尔涨幅收窄，大家看好戴尔后市发展吗？现在该怎么操作？】

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