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tonyw
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戴尔、诺基亚、联想、思科---科技“老登”在AI时代的逆袭

今年以来戴尔、诺基亚、联想、思科、英特尔、德州仪器和美光科技今年平均涨幅达158%，合计市值增加约1.7万亿美元。这些曾在互联网泡沫中重创、长期被市场忽视的硬件厂商，因AI数据中心爆发式扩张迎来需求拐点，纷纷完成从"科技恐龙"到"AI新势力"的蜕变。

戴尔、诺基亚、联想、思科---科技“老登”在AI时代的逆袭

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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href=\"https://laohu8.com/S/META\">Meta</a>等AI时代的明星企业，这些公司的产品往往被视为&#34;枯燥&#34;的硬件基础设施，但<strong>正是这些被忽视多年的科技“老登”，因AI数据中心的爆发式扩张而迎来需求拐点。</strong></p><p style=\"text-align: left;\">Neuberger Berman投资组合经理Yan Taw Boon表示，<strong>大约六个月前，市场开始意识到AI基础设施建设正在全面提速，而过去几年产能扩张极为有限的硬件领域出现了严重供不应求的局面。</strong>他说：</p><blockquote><p style=\"text-align: left;\"><strong>无论是普通CPU、网络设备，还是存储和内存，需求都在急剧飙升。</strong></p></blockquote><h2 style=\"text-align: left;\">戴尔：史上最大单日涨幅印证AI服务器需求</h2><p style=\"text-align: left;\">华尔街见闻提及，2027财年第一财季实现营收438亿美元，同比增长88%，创历史新高。</p><p style=\"text-align: left;\">其中AI服务器收入达161亿美元，同比暴增757%，当季AI订单总额录得244亿美元。财报后戴尔股价周五单日暴涨33%，创下公司历史最大单日涨幅。、</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8a09a220cc756273e0d9bda79202ad45\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">这份财报清晰呈现了市场对其AI服务器的强劲需求。<strong>目前，戴尔市值已较其2000年3月的历史峰值高出1250亿美元。</strong></p><p style=\"text-align: left;\">Forte Securities的Emmanuel Valavanis表示，这份亮眼的财报证明，戴尔是&#34;又一家从昔日科技恐龙蜕变为AI新势力的典型案例&#34;。</p><p style=\"text-align: left;\">戴尔的重生并非一帆风顺。</p><p style=\"text-align: left;\">互联网泡沫破裂后，公司市值蒸发逾八成，并于2013年完成私有化退市，直至2018年底才重返公开市场。</p><p style=\"text-align: left;\"><strong>尽管公司的个人电脑业务早已不复上世纪90年代末每年涨超200%的<a href=\"https://laohu8.com/S/002296\">辉煌</a>，但AI服务器业务的崛起为其打开了全新的增长空间。</strong></p><h2 style=\"text-align: left;\">联想：从PC巨头到AI营收引擎</h2><p style=\"text-align: left;\">联想2005年以收购<a href=\"https://laohu8.com/S/IBM\">IBM</a>个人电脑业务为跳板登上全球舞台，由此成为全球最大PC制造商。但PC行业的长期结构性下滑，使这一王冠的含金量日益缩水。</p><p style=\"text-align: left;\">面对行业困境，联想转型押注AI产品与服务，成效已在财务数据上得到印证。</p><p style=\"text-align: left;\">华尔街见闻提及，联想发布2026财年业绩，过去一年营收增长20%，AI相关收入全年翻番，AI相关业务占总销售额的比例已接近40%。</p><p style=\"text-align: left;\">股价层面，联想今年5月单月涨幅达105%，创出超过25年来的最佳单月表现，并刷新历史高位。</p><p style=\"text-align: left;\">今年以来，联想股价累计上涨159%，位居香港恒生指数成分股首位，回报率是第二名的三倍以上。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b37f0b892d13033cb30618fdeb4cac86\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left;\">诺基亚：两度跌落，聚焦网络设备寻得新生</h2><p style=\"text-align: left;\">诺基亚在2000年代接连遭受重创：先是电信热潮退去，随后手机业务被智能手机浪潮摧毁。</p><p style=\"text-align: left;\">诺基亚最高市值一度约3000亿欧元，而到2012年股价已跌去近98%，诺基亚的衰落堪称科技史上最惨烈的案例之一。</p><p style=\"text-align: left;\">2014年将手机业务出售给<a href=\"https://laohu8.com/S/MSFT\">微软</a>后，诺基亚将战略重心转向电信网络设备这一相对低调的赛道。</p><p style=\"text-align: left;\"><strong>2025年收购美国光网络专业商Infinera，恰逢AI数据中心对高速计算集群互联的需求爆发，为诺基亚的复苏提供了关键助推。</strong></p><p style=\"text-align: left;\">华尔街见闻提及，诺基亚Q1经营利润大增54%，AI云业务爆发，来自AI和云客户的净销售额单季增长49%，新增订单突破10亿欧元。</p><p style=\"text-align: left;\">今年以来，诺基亚股价累计涨幅超过124%，在欧洲斯托克600指数中跻身第四大涨幅股。不过，由于泡沫时期的估值基数过高，其股价距历史最高收盘价仍低约80%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/49cb6fd221c5f56f8bfbf8428f80a586\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left;\">思科：从泡沫时代巅峰到重回历史新高</h2><p style=\"text-align: left;\">思科或许是这批老将中最能诠释&#34;涅槃重生&#34;的公司。</p><p style=\"text-align: left;\">2000年，思科一度问鼎全球市值第一，随后成为互联网泡沫破灭的标志性受害者之一，此后用了整整25年才重新触及历史高点。</p><p style=\"text-align: left;\">公司的转型路径清晰，<strong>从传统网络设备商向AI基础设施提供商转型。</strong></p><p style=\"text-align: left;\">华尔街见闻提及，本月早些时候发布的财报显示，思科第四财季收入预期强劲，同时宣布削减部分岗位以聚焦AI业务，增长动能持续向上。</p><p style=\"text-align: left;\">今年以来，思科股价累计上涨56%，有望创出自2006年以来相对纳斯达克100指数的最大年度超额收益。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5fe3f8cba626eed6af3932fb007001dd\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left;\">英特尔：四任CEO后，终迎翻身仗</h2><p style=\"text-align: left;\">不到两年前，英特尔还被投资者视为一家&#34;走向衰亡&#34;的公司，多年制造业问题将其昔日的半导体领导地位侵蚀殆尽，股价一落千丈。</p><p style=\"text-align: left;\">现任CEO陈立武上任后逐步重建市场信心。</p><p style=\"text-align: left;\">华尔街见闻提及，英特尔与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>已就为苹果设备代工部分芯片达成初步协议，被市场视为其晶圆代工业务开始结出果实的积极信号。</p><p style=\"text-align: left;\">此前，英伟达宣布向英特尔投资50亿美元，英特尔亦宣布其新款至强芯片将用于部分英伟达系统，推动股价多次走高。</p><p style=\"text-align: left;\">今年以来，英特尔股价累计上涨211%，有望创下历史最佳年度表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba1e7134ba73639d36cf5ac25a71ce5d\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left;\">德州仪器与美光：被低估的AI受益者</h2><p style=\"text-align: left;\">德州仪器在上世纪90年代是电信及移动设备芯片领域的主导厂商，2000年至2002年间股价从峰值跌去逾85%。</p><p style=\"text-align: left;\">此后，公司在汽车及工业市场艰难求存，ChatGPT时代初期也未能即时受益。</p><p style=\"text-align: left;\">随着AI服务器对更高功率密度需求的上升，德州仪器芯片的采购量大幅增加，其数据中心业务板块年销售额已突破10亿美元，2025年增速超过60%。</p><p style=\"text-align: left;\">今年以来，德州仪器股价上涨76%，有望创下自2003年以来的最佳年度表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0e18ad27a25bbaff5984070a4cf968a\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"><strong>美光的故事则更为戏剧化。</strong>这家创立于爱达荷州一间牙科诊所地下室、迄今近50年历史的内存芯片厂商，本月市值正式跨入万亿美元俱乐部。</p><p style=\"text-align: left;\">作为高带宽内存的主要制造商之一，美光直接受益于AI算力爆发带来的需求激增。</p><p style=\"text-align: left;\"><strong>过去12个月，其股价累计上涨逾903%，并创下从市值5000亿美元升至万亿美元的最快纪录，仅用48个交易日完成这一跨越。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1267fbe347ea96cc5ce8db430ddae7f8\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n戴尔、诺基亚、联想、思科---科技“老登”在AI时代的逆袭\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-31 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">AI基础设施建设热潮正在重新定义一批科技行业的老牌公司。</p><p style=\"text-align: left;\"><strong>今年以来，<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>、<a href=\"https://laohu8.com/S/00992\">联想</a>、<a href=\"https://laohu8.com/S/CSCO\">思科</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>和<a href=\"https://laohu8.com/S/MU\">美光科技</a>，这七家老牌科技企业平均涨幅达158%，合计市值增加约1.7万亿美元。</strong></p><p style=\"text-align: left;\">不同于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>等AI时代的明星企业，这些公司的产品往往被视为&#34;枯燥&#34;的硬件基础设施，但<strong>正是这些被忽视多年的科技“老登”，因AI数据中心的爆发式扩张而迎来需求拐点。</strong></p><p style=\"text-align: left;\">Neuberger Berman投资组合经理Yan Taw Boon表示，<strong>大约六个月前，市场开始意识到AI基础设施建设正在全面提速，而过去几年产能扩张极为有限的硬件领域出现了严重供不应求的局面。</strong>他说：</p><blockquote><p style=\"text-align: left;\"><strong>无论是普通CPU、网络设备，还是存储和内存，需求都在急剧飙升。</strong></p></blockquote><h2 style=\"text-align: left;\">戴尔：史上最大单日涨幅印证AI服务器需求</h2><p style=\"text-align: left;\">华尔街见闻提及，2027财年第一财季实现营收438亿美元，同比增长88%，创历史新高。</p><p style=\"text-align: left;\">其中AI服务器收入达161亿美元，同比暴增757%，当季AI订单总额录得244亿美元。财报后戴尔股价周五单日暴涨33%，创下公司历史最大单日涨幅。、</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8a09a220cc756273e0d9bda79202ad45\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">这份财报清晰呈现了市场对其AI服务器的强劲需求。<strong>目前，戴尔市值已较其2000年3月的历史峰值高出1250亿美元。</strong></p><p style=\"text-align: left;\">Forte Securities的Emmanuel Valavanis表示，这份亮眼的财报证明，戴尔是&#34;又一家从昔日科技恐龙蜕变为AI新势力的典型案例&#34;。</p><p style=\"text-align: left;\">戴尔的重生并非一帆风顺。</p><p style=\"text-align: left;\">互联网泡沫破裂后，公司市值蒸发逾八成，并于2013年完成私有化退市，直至2018年底才重返公开市场。</p><p style=\"text-align: left;\"><strong>尽管公司的个人电脑业务早已不复上世纪90年代末每年涨超200%的<a href=\"https://laohu8.com/S/002296\">辉煌</a>，但AI服务器业务的崛起为其打开了全新的增长空间。</strong></p><h2 style=\"text-align: left;\">联想：从PC巨头到AI营收引擎</h2><p style=\"text-align: left;\">联想2005年以收购<a href=\"https://laohu8.com/S/IBM\">IBM</a>个人电脑业务为跳板登上全球舞台，由此成为全球最大PC制造商。但PC行业的长期结构性下滑，使这一王冠的含金量日益缩水。</p><p style=\"text-align: left;\">面对行业困境，联想转型押注AI产品与服务，成效已在财务数据上得到印证。</p><p style=\"text-align: left;\">华尔街见闻提及，联想发布2026财年业绩，过去一年营收增长20%，AI相关收入全年翻番，AI相关业务占总销售额的比例已接近40%。</p><p style=\"text-align: left;\">股价层面，联想今年5月单月涨幅达105%，创出超过25年来的最佳单月表现，并刷新历史高位。</p><p style=\"text-align: left;\">今年以来，联想股价累计上涨159%，位居香港恒生指数成分股首位，回报率是第二名的三倍以上。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b37f0b892d13033cb30618fdeb4cac86\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left;\">诺基亚：两度跌落，聚焦网络设备寻得新生</h2><p style=\"text-align: left;\">诺基亚在2000年代接连遭受重创：先是电信热潮退去，随后手机业务被智能手机浪潮摧毁。</p><p style=\"text-align: left;\">诺基亚最高市值一度约3000亿欧元，而到2012年股价已跌去近98%，诺基亚的衰落堪称科技史上最惨烈的案例之一。</p><p style=\"text-align: left;\">2014年将手机业务出售给<a href=\"https://laohu8.com/S/MSFT\">微软</a>后，诺基亚将战略重心转向电信网络设备这一相对低调的赛道。</p><p style=\"text-align: left;\"><strong>2025年收购美国光网络专业商Infinera，恰逢AI数据中心对高速计算集群互联的需求爆发，为诺基亚的复苏提供了关键助推。</strong></p><p style=\"text-align: left;\">华尔街见闻提及，诺基亚Q1经营利润大增54%，AI云业务爆发，来自AI和云客户的净销售额单季增长49%，新增订单突破10亿欧元。</p><p style=\"text-align: left;\">今年以来，诺基亚股价累计涨幅超过124%，在欧洲斯托克600指数中跻身第四大涨幅股。不过，由于泡沫时期的估值基数过高，其股价距历史最高收盘价仍低约80%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/49cb6fd221c5f56f8bfbf8428f80a586\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left;\">思科：从泡沫时代巅峰到重回历史新高</h2><p style=\"text-align: left;\">思科或许是这批老将中最能诠释&#34;涅槃重生&#34;的公司。</p><p style=\"text-align: left;\">2000年，思科一度问鼎全球市值第一，随后成为互联网泡沫破灭的标志性受害者之一，此后用了整整25年才重新触及历史高点。</p><p style=\"text-align: left;\">公司的转型路径清晰，<strong>从传统网络设备商向AI基础设施提供商转型。</strong></p><p style=\"text-align: left;\">华尔街见闻提及，本月早些时候发布的财报显示，思科第四财季收入预期强劲，同时宣布削减部分岗位以聚焦AI业务，增长动能持续向上。</p><p style=\"text-align: left;\">今年以来，思科股价累计上涨56%，有望创出自2006年以来相对纳斯达克100指数的最大年度超额收益。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5fe3f8cba626eed6af3932fb007001dd\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left;\">英特尔：四任CEO后，终迎翻身仗</h2><p style=\"text-align: left;\">不到两年前，英特尔还被投资者视为一家&#34;走向衰亡&#34;的公司，多年制造业问题将其昔日的半导体领导地位侵蚀殆尽，股价一落千丈。</p><p style=\"text-align: left;\">现任CEO陈立武上任后逐步重建市场信心。</p><p style=\"text-align: left;\">华尔街见闻提及，英特尔与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>已就为苹果设备代工部分芯片达成初步协议，被市场视为其晶圆代工业务开始结出果实的积极信号。</p><p style=\"text-align: left;\">此前，英伟达宣布向英特尔投资50亿美元，英特尔亦宣布其新款至强芯片将用于部分英伟达系统，推动股价多次走高。</p><p style=\"text-align: left;\">今年以来，英特尔股价累计上涨211%，有望创下历史最佳年度表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba1e7134ba73639d36cf5ac25a71ce5d\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left;\">德州仪器与美光：被低估的AI受益者</h2><p style=\"text-align: left;\">德州仪器在上世纪90年代是电信及移动设备芯片领域的主导厂商，2000年至2002年间股价从峰值跌去逾85%。</p><p style=\"text-align: left;\">此后，公司在汽车及工业市场艰难求存，ChatGPT时代初期也未能即时受益。</p><p style=\"text-align: left;\">随着AI服务器对更高功率密度需求的上升，德州仪器芯片的采购量大幅增加，其数据中心业务板块年销售额已突破10亿美元，2025年增速超过60%。</p><p style=\"text-align: left;\">今年以来，德州仪器股价上涨76%，有望创下自2003年以来的最佳年度表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0e18ad27a25bbaff5984070a4cf968a\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"><strong>美光的故事则更为戏剧化。</strong>这家创立于爱达荷州一间牙科诊所地下室、迄今近50年历史的内存芯片厂商，本月市值正式跨入万亿美元俱乐部。</p><p style=\"text-align: left;\">作为高带宽内存的主要制造商之一，美光直接受益于AI算力爆发带来的需求激增。</p><p style=\"text-align: left;\"><strong>过去12个月，其股价累计上涨逾903%，并创下从市值5000亿美元升至万亿美元的最快纪录，仅用48个交易日完成这一跨越。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1267fbe347ea96cc5ce8db430ddae7f8\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc5f0b6a1355519bc7827d6873109f3a","relate_stocks":{"80992":"联想集团-R","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc 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