摩根士丹利上調戴爾目標價，AI 服務器銷售前景樂觀
戴爾科技公司（Dell Technologies，股票代碼:DELL）近日股價上漲，原因是摩根士丹利(Morgan Stanley)分析師埃裏克・伍德林(Erik Woodring)對該公司的目標價進行了上調。此次調整主要基於對戴爾人工智能（AI）服務器銷售增長的樂觀預期。摩根士丹利將戴爾的目標股價從136美元提高至154美元，維持了對戴爾的 “增持” 評級。伍德林預計，戴爾的 AI 服務器銷售將在2026財年達到約200億美元，這一數字較之前的預期增長了56%。這一增長的預測意味着，戴爾的每股收益可能達到10.50美元，比華爾街目前的預
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