---
title: "Dell (DELL) tumbles 9% in regular trading after Barclays downgrade"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301997030.md"
description: "Dell slides 9% after Barclays cuts to Equal Weight, citing lackluster AI demand and insider selling."
datetime: "2026-10-15T15:09:54.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301997030.md)
  - [en](https://longbridge.com/en/news/301997030.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301997030.md)
generator: "portal-rs"
---

# Dell (DELL) tumbles 9% in regular trading after Barclays downgrade

戴尔科技 (DELL.US) 盘中跌近 9%，现报**463.99 美元**。

巴克莱将戴尔科技评级从增持下调至持有，目标价从 603 美元下调至 574 美元。该行认为企业 AI 支出尚未出现有意义的拐点，近期营收增长主要受存储芯片短缺和高成本推动，而非 AI 应用的爆发式增长。随着存储价格回归正常，戴尔的营收增长可能放缓。

此外，公司高管近期出现减持行为。戴尔董事 Spv-2 L.P. Sl 于 10 月 9 日以均价 582.30 美元出售 44,408 股，套现约 2586 万美元，持股比例减少 50.38%。

受美国 9 月 CPI 数据超预期影响，市场对美联储加息预期升温，AI 硬件板块遭遇大规模抛售。英伟达、英特尔、美光科技等芯片股均出现 3% 至 8% 的跌幅，AI 基础设施相关个股普遍承压。

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**