5月29日，戴尔盘中上涨32.16%，报420.535美元/股，成交额40.13亿美元。
消息面上，戴尔发布FY2027第一财季业绩，各项核心指标全面碾压市场预期。公司当季营收438亿美元，同比增长88%，远超分析师预期的354亿美元；调整后每股收益4.86美元，同比猛增214%，大幅超出预期的2.94美元。AI服务器收入达161亿美元，同比飙升757%，当季AI订单录得244亿美元，积压订单超510亿美元。
指引方面，公司将全年营收中值上调至1670亿美元，AI服务器全年收入预期上调至约600亿美元，同比增幅144%。多家投行上调目标价，其中摩根大通将目标价从280美元大幅调升至500美元。管理层表示"AI机遇没有丝毫放缓迹象"，需求持续超过供应，内存为主要限制因素。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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