11/27/2024, 01:58 PM UTC
戴尔Q3：人工智能服务器增长迅速，抵消了消费PC销售疲软，维持‘强烈买入’评级Dell Q3: Rapid AI Server Growth Offset Weak Consumer PC Sales, Remain 'Strong Buy'
1、戴尔维持“强烈买入”评级，一年目标股价为210美元，得益于人工智能服务器的强劲增长；2、戴尔报告第三季度收入增长9.5%，调整后每股收益增长14%，主要得益于人工智能服务器订单的高增长和强大的企业客户牵引力；3、尽管消费PC业务增长疲软，但戴尔的新人工智能服务器产品和与英伟达、AMD和英特尔的合作，使其对未来增长定位良好。1. Dell maintains a 'Strong Buy' rating with a one-year target price of $210 per share due to robust AI server growth; 2. Dell reports 9.5% revenue growth and 14% adjusted EPS growth, driven by high AI server orders and strong enterprise customer traction; 3. Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth.
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