智通财经获悉,戴尔科技公司 (DELL.US)将于北京时间11月27日晨间美股盘后公布第三季度财报。一些分析师预计目前业绩增长温和,但在人工智能服务器的推动下,2025年上半年的表现将更为强劲。 以Erik Woodring为首的摩根士丹利分析师维持对戴尔的“增持”评级,目标价为154美元,并强调即使不考虑超微电脑 (SMCI.US)的市场份额转移,戴尔明年的基本面仍有可能“加速”。
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