摩根士丹利将戴尔科技的目标价从136美元上调至154美元，并维持“增持”评级。分析师指出，虽然目前关于26/25财年出货量的一些季度细节还不太清楚，但我们的调查表明，随着AI服务器的势头在2025年初首次交付Blackwell系列GPU，戴尔仍然处于有利地位。

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