戴尔财报“喜忧参半”！看好后市发展吗？ - 老虎社区

戴尔财报“喜忧参半”！看好后市发展吗？

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？】

+ 关注

+7

2025-02-27

$戴尔(DELL)$ 恕我直言，套在150+的人，之前110-120的时候应该买一点对冲一下。不然就算回到150，也没钱挣

炒股要低调

2025-02-25

$戴尔(DELL)$ AI PC发展不如人意，谨慎看好

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大家对比一下PE，两者已经差不多了。这是不是说明超微的估值现在很合理，现行股价已经反映了10-K的内容？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/407054684037368","isVote":1,"tweetType":1,"viewCount":4695,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4147006993784582","authorId":"4147006993784582","name":"Lchangmo","avatar":"https://static.tigerbbs.com/db312c12651ff36721ef63e7c024805e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4147006993784582","idStr":"4147006993784582"},"content":"但是超微的增长率远高于同类可比公司，值得稍高些的pe","text":"但是超微的增长率远高于同类可比公司，值得稍高些的pe","html":"但是超微的增长率远高于同类可比公司，值得稍高些的pe"},{"author":{"id":"4106371827704990","authorId":"4106371827704990","name":"天上冲蜗牛","avatar":"https://static.tigerbbs.com/a79e1b5e3ff9e7fde1e71e851c611977","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4106371827704990","idStr":"4106371827704990"},"content":"超威严重低估，没有问题的话 ，今晚直接起飞","text":"超威严重低估，没有问题的话 ，今晚直接起飞","html":"超威严重低估，没有问题的话 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同比增长10%","htmlText":"编辑 | 慧发布 戴尔科技（纽约证券交易所代码：DELL）11月26日发布2025财年第三季度财报。报告显示，公司第三季度实现营收244亿美元，同比增长10%；净利润11.27亿美元，同比增长12%；每股收益1.58美元，同比增长16%。 从业务板块来看，基础设施解决方案集团(ISG)收入为114亿美元，同比增长34%。其中，服务器和网络收入为74亿美元，增长58%；存储收入为40亿美元，增长4%。客户解决方案集团(CSG)收入为121亿美元，同比下降1%。其中，商业客户收入增长3%至101亿美元，消费者收入为20亿美元，下降18%。 戴尔首席财务官Yvonne McGill表示：\"我们继续巩固我们的AI领导地位和发展势头，实现了235亿美元的ISG和CSG总收入，同比增长13%。我们持续关注盈利能力，导致每股收益增长超过收入增长，我们再次实现了强劲的现金业绩。\" 戴尔科技副董事长兼首席运营官Jeff Clarke表示：\"AI对我们来说是一个强大的机会，而且没有放缓的迹象。人们对我们产品组合的兴趣空前高涨，推动了第三季度创纪录的AI服务器订单需求达到36亿美元，并且管道增长了50%以上，所有客户类型都有所增长。\" 在财务状况方面，截至2024年11月1日，Dell Technologies的现金和投资为66亿美元。第三季度经营活动产生的现金流为16亿美元。 未来，戴尔将继续专注于AI相关业务的发展，巩固其在企业IT基础设施领域的领导地位，并通过持续的创新和战略执行来推动长期增长。 <a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a>","listText":"编辑 | 慧发布 戴尔科技（纽约证券交易所代码：DELL）11月26日发布2025财年第三季度财报。报告显示，公司第三季度实现营收244亿美元，同比增长10%；净利润11.27亿美元，同比增长12%；每股收益1.58美元，同比增长16%。 从业务板块来看，基础设施解决方案集团(ISG)收入为114亿美元，同比增长34%。其中，服务器和网络收入为74亿美元，增长58%；存储收入为40亿美元，增长4%。客户解决方案集团(CSG)收入为121亿美元，同比下降1%。其中，商业客户收入增长3%至101亿美元，消费者收入为20亿美元，下降18%。 戴尔首席财务官Yvonne McGill表示：\"我们继续巩固我们的AI领导地位和发展势头，实现了235亿美元的ISG和CSG总收入，同比增长13%。我们持续关注盈利能力，导致每股收益增长超过收入增长，我们再次实现了强劲的现金业绩。\" 戴尔科技副董事长兼首席运营官Jeff Clarke表示：\"AI对我们来说是一个强大的机会，而且没有放缓的迹象。人们对我们产品组合的兴趣空前高涨，推动了第三季度创纪录的AI服务器订单需求达到36亿美元，并且管道增长了50%以上，所有客户类型都有所增长。\" 在财务状况方面，截至2024年11月1日，Dell Technologies的现金和投资为66亿美元。第三季度经营活动产生的现金流为16亿美元。 未来，戴尔将继续专注于AI相关业务的发展，巩固其在企业IT基础设施领域的领导地位，并通过持续的创新和战略执行来推动长期增长。 <a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a>","text":"编辑 | 慧发布 戴尔科技（纽约证券交易所代码：DELL）11月26日发布2025财年第三季度财报。报告显示，公司第三季度实现营收244亿美元，同比增长10%；净利润11.27亿美元，同比增长12%；每股收益1.58美元，同比增长16%。 从业务板块来看，基础设施解决方案集团(ISG)收入为114亿美元，同比增长34%。其中，服务器和网络收入为74亿美元，增长58%；存储收入为40亿美元，增长4%。客户解决方案集团(CSG)收入为121亿美元，同比下降1%。其中，商业客户收入增长3%至101亿美元，消费者收入为20亿美元，下降18%。 戴尔首席财务官Yvonne McGill表示：\"我们继续巩固我们的AI领导地位和发展势头，实现了235亿美元的ISG和CSG总收入，同比增长13%。我们持续关注盈利能力，导致每股收益增长超过收入增长，我们再次实现了强劲的现金业绩。\" 戴尔科技副董事长兼首席运营官Jeff Clarke表示：\"AI对我们来说是一个强大的机会，而且没有放缓的迹象。人们对我们产品组合的兴趣空前高涨，推动了第三季度创纪录的AI服务器订单需求达到36亿美元，并且管道增长了50%以上，所有客户类型都有所增长。\" 在财务状况方面，截至2024年11月1日，Dell Technologies的现金和投资为66亿美元。第三季度经营活动产生的现金流为16亿美元。 未来，戴尔将继续专注于AI相关业务的发展，巩固其在企业IT基础设施领域的领导地位，并通过持续的创新和战略执行来推动长期增长。 $戴尔(DELL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376207021515160","isVote":1,"tweetType":1,"viewCount":3643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375921402265752,"gmtCreate":1732798980112,"gmtModify":1732798982331,"author":{"id":"10000000000010487","authorId":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010487","idStr":"10000000000010487"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 大家冷静点，用理智想想，这财报的EPS远超预期，按理说应该涨的，结果却跌成这样，这正常吗？很明显是机构在扫货。","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 大家冷静点，用理智想想，这财报的EPS远超预期，按理说应该涨的，结果却跌成这样，这正常吗？很明显是机构在扫货。","text":"$戴尔(DELL)$ 大家冷静点，用理智想想，这财报的EPS远超预期，按理说应该涨的，结果却跌成这样，这正常吗？很明显是机构在扫货。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375921402265752","isVote":1,"tweetType":1,"viewCount":2925,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"21347731130544","idStr":"21347731130544"},"content":"不是扫货，是涨多了，估值高，财报没达到预期，正常回调","text":"不是扫货，是涨多了，估值高，财报没达到预期，正常回调","html":"不是扫货，是涨多了，估值高，财报没达到预期，正常回调"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375920292503704,"gmtCreate":1732798709173,"gmtModify":1732798711404,"author":{"id":"10000000000010488","authorId":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010488","idStr":"10000000000010488"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 戴尔没大问题。本来上周15％与25在阴柱后红应该上涨40，本周阴以上周最高144.5／1.25x1.05＝121已经跌到位了，后面还是以上涨为主。","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 戴尔没大问题。本来上周15％与25在阴柱后红应该上涨40，本周阴以上周最高144.5／1.25x1.05＝121已经跌到位了，后面还是以上涨为主。","text":"$戴尔(DELL)$ 戴尔没大问题。本来上周15％与25在阴柱后红应该上涨40，本周阴以上周最高144.5／1.25x1.05＝121已经跌到位了，后面还是以上涨为主。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375920292503704","isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375900076851480,"gmtCreate":1732777718149,"gmtModify":1732777733832,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"AI PC凉了？","htmlText":"11月26日，两大PC巨头：戴尔和惠普发布了最新一季的财报，双双不及预期，股价大跌，其中，戴尔大跌12.3%，惠普大跌11.4%！ <a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> <a href=\"https://laohu8.com/S/HPQ\">$惠普(HPQ)$</a> 戴尔和惠普是热门的AI概念股，市场期待AI PC能够带动销量回升，因此，投资者疯狂涌入，推升两家公司股价走高，其中，戴尔年内涨幅高达85%，惠普也达到了30%！ 但从财报上看，AI PC的表现不及预期。 其中，戴尔的个人电脑业务第三财季营收下降1%，至121亿美元，不及预期。惠普的个人电脑业务营收虽然增长2%，至95.9亿美元，但也逊于分析师的平均预期。 无独有偶，高通在AI PC上也栽了跟头。 <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 今年6月，搭载高通AI芯片骁龙X的笔记本开始全面上市，但据市调机构Canalys的最新数据，截止2024年第三季度末，高通骁龙X系列笔记本迄今累计销量约为72万台，在全球PC市场上的份额仅为0.8％。 换言之，每卖出125台笔记本，才只有1台是骁龙的。 理想很丰满，现实很骨感，AI PC发展不及预期，问题出在哪里？ 在财报后电话会上，戴尔科技首席运营官Jeff Clark表示，AI为公司带来的营收增长在每个季度都会发生变化：“这项业务不会是线性发展的，特别是当客户需要面对不断变化的底层硅片路线图时。”Clark还强调，市场“仍处于企业学习如何部署AI的早期阶段”。 惠普首席财务官Karen Parkhill也谈到，个人消费者目前在推迟购买支持人工智能的PC，而商业市场对这些电脑表现出了更快的适应速度。 简而言之，现在的AI PC接受度并不高，一方面，AI","listText":"11月26日，两大PC巨头：戴尔和惠普发布了最新一季的财报，双双不及预期，股价大跌，其中，戴尔大跌12.3%，惠普大跌11.4%！ <a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> <a href=\"https://laohu8.com/S/HPQ\">$惠普(HPQ)$</a> 戴尔和惠普是热门的AI概念股，市场期待AI PC能够带动销量回升，因此，投资者疯狂涌入，推升两家公司股价走高，其中，戴尔年内涨幅高达85%，惠普也达到了30%！ 但从财报上看，AI PC的表现不及预期。 其中，戴尔的个人电脑业务第三财季营收下降1%，至121亿美元，不及预期。惠普的个人电脑业务营收虽然增长2%，至95.9亿美元，但也逊于分析师的平均预期。 无独有偶，高通在AI PC上也栽了跟头。 <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 今年6月，搭载高通AI芯片骁龙X的笔记本开始全面上市，但据市调机构Canalys的最新数据，截止2024年第三季度末，高通骁龙X系列笔记本迄今累计销量约为72万台，在全球PC市场上的份额仅为0.8％。 换言之，每卖出125台笔记本，才只有1台是骁龙的。 理想很丰满，现实很骨感，AI PC发展不及预期，问题出在哪里？ 在财报后电话会上，戴尔科技首席运营官Jeff Clark表示，AI为公司带来的营收增长在每个季度都会发生变化：“这项业务不会是线性发展的，特别是当客户需要面对不断变化的底层硅片路线图时。”Clark还强调，市场“仍处于企业学习如何部署AI的早期阶段”。 惠普首席财务官Karen Parkhill也谈到，个人消费者目前在推迟购买支持人工智能的PC，而商业市场对这些电脑表现出了更快的适应速度。 简而言之，现在的AI PC接受度并不高，一方面，AI","text":"11月26日，两大PC巨头：戴尔和惠普发布了最新一季的财报，双双不及预期，股价大跌，其中，戴尔大跌12.3%，惠普大跌11.4%！ $戴尔(DELL)$ $惠普(HPQ)$ 戴尔和惠普是热门的AI概念股，市场期待AI PC能够带动销量回升，因此，投资者疯狂涌入，推升两家公司股价走高，其中，戴尔年内涨幅高达85%，惠普也达到了30%！ 但从财报上看，AI PC的表现不及预期。 其中，戴尔的个人电脑业务第三财季营收下降1%，至121亿美元，不及预期。惠普的个人电脑业务营收虽然增长2%，至95.9亿美元，但也逊于分析师的平均预期。 无独有偶，高通在AI PC上也栽了跟头。 $高通(QCOM)$ 今年6月，搭载高通AI芯片骁龙X的笔记本开始全面上市，但据市调机构Canalys的最新数据，截止2024年第三季度末，高通骁龙X系列笔记本迄今累计销量约为72万台，在全球PC市场上的份额仅为0.8％。 换言之，每卖出125台笔记本，才只有1台是骁龙的。 理想很丰满，现实很骨感，AI PC发展不及预期，问题出在哪里？ 在财报后电话会上，戴尔科技首席运营官Jeff Clark表示，AI为公司带来的营收增长在每个季度都会发生变化：“这项业务不会是线性发展的，特别是当客户需要面对不断变化的底层硅片路线图时。”Clark还强调，市场“仍处于企业学习如何部署AI的早期阶段”。 惠普首席财务官Karen Parkhill也谈到，个人消费者目前在推迟购买支持人工智能的PC，而商业市场对这些电脑表现出了更快的适应速度。 简而言之，现在的AI PC接受度并不高，一方面，AI","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/375900076851480","isVote":1,"tweetType":1,"viewCount":11943,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000222","authorId":"9000000000000222","name":"得失缘","avatar":"https://static.tigerbbs.com/350e6f270c729270f949e2f6e0082308","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000222","idStr":"9000000000000222"},"content":"现在的AI PC确实有点尴尬，真不知道未来该怎么走","text":"现在的AI PC确实有点尴尬，真不知道未来该怎么走","html":"现在的AI PC确实有点尴尬，真不知道未来该怎么走"},{"author":{"id":"3479274708638467","authorId":"3479274708638467","name":"杜向峰","avatar":"https://static.tigerbbs.com/2a5f73b1d6901f88e932bab82a625a66","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274708638467","idStr":"3479274708638467"},"content":"AI PC短期确实遇到挑战，等杀手级应用吧","text":"AI PC短期确实遇到挑战，等杀手级应用吧","html":"AI PC短期确实遇到挑战，等杀手级应用吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375804039606424,"gmtCreate":1732770327118,"gmtModify":1732770329115,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010480","idStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 没啥成交量，米国7朵花。没有戴尔惠普。参与的人少，所以亏钱的人也少","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 没啥成交量，米国7朵花。没有戴尔惠普。参与的人少，所以亏钱的人也少","text":"$戴尔(DELL)$ 没啥成交量，米国7朵花。没有戴尔惠普。参与的人少，所以亏钱的人也少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375804039606424","isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375803243286608,"gmtCreate":1732770233646,"gmtModify":1732770283260,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 三季度营收和四季度业绩指引都不是很好，让市场感到失望，不过我后面还是继续看多","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 三季度营收和四季度业绩指引都不是很好，让市场感到失望，不过我后面还是继续看多","text":"$戴尔(DELL)$ 三季度营收和四季度业绩指引都不是很好，让市场感到失望，不过我后面还是继续看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375803243286608","isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375718791622920,"gmtCreate":1732759123150,"gmtModify":1732759124746,"author":{"id":"4185586960619682","authorId":"4185586960619682","name":"日富一日 年富一年","avatar":"https://static.tigerbbs.com/de5a902f641820073ec59e19781ba2c5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185586960619682","idStr":"4185586960619682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 如果后续继续下跌，合适的机会可以投机性地买点中长期call，但也只是刮彩票，大逻辑下行，短期内很难逆转。","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 如果后续继续下跌，合适的机会可以投机性地买点中长期call，但也只是刮彩票，大逻辑下行，短期内很难逆转。","text":"$戴尔(DELL)$ 如果后续继续下跌，合适的机会可以投机性地买点中长期call，但也只是刮彩票，大逻辑下行，短期内很难逆转。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375718791622920","isVote":1,"tweetType":1,"viewCount":2159,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574401099717599","authorId":"3574401099717599","name":"迷鹿小仙女","avatar":"https://static.tigerbbs.com/aa92b3c7c7d183eabce7c42cf01a2fc4","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3574401099717599","idStr":"3574401099717599"},"content":"现在是分批建仓的好时机吗？","text":"现在是分批建仓的好时机吗？","html":"现在是分批建仓的好时机吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375492802593168,"gmtCreate":1732714726916,"gmtModify":1732716278959,"author":{"id":"4104397380090870","authorId":"4104397380090870","name":"Jonglar","avatar":"https://static.tigerbbs.com/2d6c1024f26263c89d3849ebd7e06ff5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4104397380090870","idStr":"4104397380090870"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$&nbsp;</a> 观望吧","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$&nbsp;</a> 观望吧","text":"$戴尔(DELL)$ 观望吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375492802593168","isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375523356496168,"gmtCreate":1732711409697,"gmtModify":1732711411234,"author":{"id":"3577858451211374","authorId":"3577858451211374","name":"Hubert_Zhang","avatar":"https://static.tigerbbs.com/347005b3b657d3c0a4f193c83efeaee2","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577858451211374","idStr":"3577858451211374"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$&nbsp;</a> 中长期 政策性利好","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$&nbsp;</a> 中长期 政策性利好","text":"$戴尔(DELL)$ 中长期 政策性利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375523356496168","isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375518339076152,"gmtCreate":1732710318150,"gmtModify":1732712304017,"author":{"id":"4093410928856210","authorId":"4093410928856210","name":"大山2021","avatar":"https://static.tigerbbs.com/a6c42a07cfba9d8565b731946faed6af","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093410928856210","idStr":"4093410928856210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$&nbsp;</a> 该入手了","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$&nbsp;</a> 该入手了","text":"$戴尔(DELL)$ 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