戴尔公司(DELL)今日盘前大涨5.08%,引发市场广泛关注。这与美国总统特朗普公布一项人工智能(AI)基础设施大规模投资计划密切相关。
根据消息,特朗普宣布由甲骨文、OpenAI和软银联合投资5000亿美元在美国建设名为"星际之门"的人工智能数据中心,这是迄今最大规模的人工智能基础设施投资项目。受此利好消息影响,多家人工智能和数据中心相关上市公司股价走高。
作为主要面向人工智能领域的服务器制造商,戴尔料将从这项基建投资中获益。该公司的产品和服务可满足人工智能运算需求,其业务发展前景受到提振,因此盘前股价出现近5%的大涨。总体而言,特朗普政府力推人工智能发展,将继续利好人工智能芯片、服务器等产业链公司。
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