高盛重新覆盖美股IT硬件与分销板块：力捧戴尔科技、慧与科技等五股惠普、超微电脑遭唱空_老虎社区_美港股上老虎

高盛重新覆盖美股IT硬件与分销板块：力捧戴尔科技、慧与科技等五股惠普、超微电脑遭唱空

智通财经01-14

智通财经APP获悉，高盛重新开始覆盖IT硬件与分销领域的多家公司。具体来看，该行予戴尔科技(DELL.US)、慧与科技(HPE.US)、新聚思(SNX.US)、Penguin Solutions(PENG.US)“买入”评级，其中慧与科技的目标价为31美元;予惠普(HPQ.US)、超微电脑(SMCI.US)“卖出”评级，目标价分别为21美元和26美元;予英迈科技(INGM.US)“中性”评级——...

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BASIC VALUE \"A2\" ACC"},"translate_title":"Goldman Sachs re-covers the IT hardware and distribution sector of the US stock market: five stocks including Dell Technologies and HPE Technology, HP and Ultramicro Computer, were shorted","themeId":"c69e2b4406209465b087e6c4df5a2172","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNX":1.95,"DELL":1.95,"SMCI":1.92,"INGM":1.85,"NTAP":1.9,"HPE":1.95,"PENG":1.95,"HPQ":1.92},"content_text":"智通财经APP获悉，高盛重新开始覆盖IT硬件与分销领域的多家公司。具体来看，该行予戴尔科技(DELL.US)、慧与科技(HPE.US)、新聚思(SNX.US)、Penguin Solutions(PENG.US)“买入”评级，其中慧与科技的目标价为31美元;予惠普(HPQ.US)、超微电脑(SMCI.US)“卖出”评级，目标价分别为21美元和26美元;予英迈科技(INGM.US)“中性”评级——此前评级为“买入”;首予美国网存(NTAP.US)“买入”评级，目标价为128美元。分析师表示，IT硬件与分销行业在经历了2025年的平淡回报后(涨幅仅为4%，而标普500指数涨幅为16%)，预计2026年的背景仍将波动，因为该行业将应对人工智能市场热情的起伏、对投入成本上升(例如DRAM/NAND)的担忧，以及传统IT技术堆栈的持续周期性更新。分析师指出，尽管他们持谨慎态度，但相信耐心的投资者将会获得回报，该行业已具备选股的条件，他们更青睐那些共识预期有上行空间、并且在2026年三个关键投资者议题中表现吸引人的股票。这三个议题包括：首先，人工智能需求的可持续性如何?其次，个人电脑、服务器、存储和园区网络的更新周期处于什么阶段?第三，更高的投入成本将如何影响利润率与需求?分析师解释了将戴尔科技、慧与科技、新聚思、Penguin Solutions、美国网存这几只股票定为“买入”评级的理由。戴尔科技作为人工智能相关的每股收益复合增长股，其运营模式应能很好地应对利润率阻力。慧与科技因其业务转型具有吸引力的上行空间。美国网存因其作为每股收益复合增长股，拥有一项被低估的高利润率第一方公有云业务。新聚思因其具备宏观经济弹性的分销模式，并通过Hyve提供人工智能上行选择权。Penguin Solutions因其通过投资组合转型加速盈利增长。在人工智能基础设施需求方面，分析师预计新云(GPU即服务云计算)需求将保持强劲，尽管产品转型和不断扩大的XPU生态系统可能造成季度间的波动。分析师还预计，企业和国家层面的人工智能基础设施投资将继续增长，尽管相对于新云而言仍然不大。在传统服务器和企业存储方面，分析师对2026年由数据中心现代化趋势推动的收入增长持谨慎乐观态度，但同时将密切关注需求在通胀定价环境下的弹性，并预计更高的DRAM/NAND成本将大部分转嫁给客户。在个人电脑方面，分析师预计2026年的个人电脑需求将弱于市场目前的预期，原因是更新换代推动力减弱以及价格上涨。分析师预计，投入成本上升对利润率和需求的影响将成为2026年的一个关键议题，尽管现在评估价格上涨对需求弹性的影响还为时过早，但他们认为有机会选择性投资于那些运营模式和业务结构更能应对这些阻力的公司。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}