Schwab Network 对 $DELL 的判断变化

2026-09-02看涨

《NVDA Earnings Raised Bar for AVGO, Stock Valuation Brings it Back Down》

嗯，我认为当你看到英伟达和戴尔时，他们的数字证实了人工智能的资本支出和收入增长仍在继续。

Well, I think when you look at Nvidia and Dell, their numbers confirm that capital spending on artificial intelligence and revenue growth are still ongoing.

戴尔有很多好消息，英伟达也有很多好消息。你必须选择一个，如果我必须选择，此时我会选择戴尔和英伟达而不是博通。

There is a lot of good news from Dell, and a lot of good news from Nvidia. You have to choose one, and if I had to choose, I would choose Dell and Nvidia over Broadcom at this point.

看原视频01:17

2026-09-02看涨

《DELL Surges on Earnings, Analysts See Long-Term Growth Thanks to AI》

长期看好戴尔（Dell），但短期因市场情绪紧张及需维持涨幅而保持谨慎。

让我们关注戴尔的[音乐]日线图，该公司在昨晚公布财报后有所反应。请记住，该股在财报公布前今年已上涨250%。因此，市场预期一直很高。它达到了预期。目前我们又上涨了4%。

Let's focus on the [music] one-day chart for Dell, the company getting some reaction after reporting earnings late yesterday. Remembering this has run up 250% this year into the print. So, there had been a lot of high expectations. It cleared the bar. We're up another 4% right now.

许多分析师曾告诉我，它仍有增长空间，尤其是因为AI服务器需求抵消了内存定价的看跌论点。那么，让我们深入探讨我们从戴尔听到的财报以及今天早上卖方分析师的反应。

Many analysts had told me that it did still have room to grow, particularly because of that AI server demand offsetting the bear case [music] for memory pricing. So, let's dig into the report that we heard from Dell and the reaction we're seeing from the sell-side analysts said this morning.

看原视频00:02

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