08/27/2024, 01:50 PM UTC
戴尔科技：财报电话会议前的逆向观点Dell Technologies: A Contrarian View Before The Earnings Call
1、尽管人工智能和数据领域存在长期增长潜力，戴尔科技因短期挑战被评级为“持有”。2、美国消费者市场的疲软影响了戴尔的客户端解决方案集团，导致销售下滑和购买推迟。3、基础设施解决方案集团面临竞争压力和投资延迟，限制了从人工智能进步中立即获得的好处。1. Dell Technologies is rated 'Hold' due to short-term challenges, despite potential long-term growth in AI and data sectors. 2. The weakening U.S. consumer market impacts Dell's Client Solutions Group, leading to declining sales and postponed purchases. 3. The Infrastructure Solutions Group faces competitive pressures and deferred investments, limiting immediate benefits from AI advancements.
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