行情直击05-29
5月29日，慧与科技盘中上涨10.86%，报42.45美元/股，成交额1.27亿美元。
消息面上，同板块龙头戴尔于前一日盘后发布财报，营收438.4亿美元同比增长88%，AI服务器收入同比激增757%至161亿美元，业绩大幅超预期，盘前暴涨近39%，带动硬件板块全面走强。与此同时，多家华尔街投行在慧与科技6月1日财报发布前密集上调目标价：花旗上调至39美元维持买入评级，摩根大通上调至37美元维持增持评级，摩根士丹利上调至33美元。市场预期慧与科技本季度营收同比增长约31.38%，AI基础设施及Juniper Networks网络业务整合带来的盈利弹性成为关注焦点。
（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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