$戴尔(DELL)$_老虎社区_美港股上老虎

$戴尔(DELL)$ 戴尔上调了全年盈利指引，底气在于其AI服务器订单暴增。这波典型的“利空出尽” + “老板画了个更大的饼”！长期看好！

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":440672969691952,"tweetId":"440672969691952","gmtCreate":1748613005738,"gmtModify":1748613007742,"author":{"id":10000000000010486,"idStr":"10000000000010486","authorId":10000000000010486,"authorIdStr":"10000000000010486","name":"理想之城","avatar":"https://static.tigerbbs.com/afa8fd7934742274cc59594904a5c223","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":169,"starInvestorFlag":false},"themes":[{"themeId":"ac1811ae85cf47708b5250921fbf1edd","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"戴尔财报“喜忧参半”！看好后市发展吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ac1811ae85cf47708b5250921fbf1edd}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/46c679de8d5730835629a143f125ab9b"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"DELL\" class=\"teditor-mention\" data-mention-name=\"戴尔\" href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 戴尔上调了全年盈利指引，底气在于其AI服务器订单暴增。这波典型的“利空出尽” + “老板画了个更大的饼”！长期看好！</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"DELL\" class=\"teditor-mention\" data-mention-name=\"戴尔\" href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 戴尔上调了全年盈利指引，底气在于其AI服务器订单暴增。这波典型的“利空出尽” + “老板画了个更大的饼”！长期看好！</p></body></html>","text":"$戴尔(DELL)$ 戴尔上调了全年盈利指引，底气在于其AI服务器订单暴增。这波典型的“利空出尽” + “老板画了个更大的饼”！长期看好！","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/440672969691952","repostId":0,"isVote":1,"tweetType":1,"viewCount":2069,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DELL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":113,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/440672969691952"}