$戴尔(DELL)$_老虎社区_美港股上老虎

$戴尔(DELL)$ 戴尔还在转型，他的基本盘还是传统的电脑，不是AI服务器。等他转型成功了，自然会往上冲。但要说他会跌一半，以他电脑的基本盘来看，应该不会。

周四美股盘后，公布2026财年一季度财报，最引人注目的数据无疑是121亿美元的AI服务器订单，这一数字不仅超过了公司整个2025财年的AI服务器出货量，更让其AI订单积压达到144亿美元的历史高位。此外尽管AI订单激增，戴尔Q1的调整后EPS仍为1.55美元，低于分析师预期的1.69美元。【绩后戴尔涨幅收窄，大家看好戴尔后市发展吗？现在该怎么操作？】

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