金吾财讯 | 摩根士丹利予戴尔(DELL)“增持”评级，目标股价为128美元。戴尔科技旗下人工智能服务器业务在两年内实现爆发式增长，营业收入从零扩张至100亿美元。该机构预测，截至2025年自然年末，该业务线年营收有望突破150亿美元，占公司整体营收比例将提升至15%。埃里克·伍德林领衔的分析师团队指出，戴尔人工智能服务器生态体系包含三大核心模块：1.自有基础设施及服务产品组合 2.英伟达(NVDA)GPU硬件、CUDA软件生态的深度整合 3.与CoreWeave(CRWV)、xAI等头部云服务商及2,000余家企业客户的战略合作网络。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.