---
title: "Dell Technologies tumbles 8% after Barclays downgrade to Equal Weight"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/302015183.md"
description: "Dell drops 8% after Barclays cuts rating to Equal Weight and lowers target to $574, citing weak AI demand signals"
datetime: "2026-10-15T19:24:55.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/302015183.md)
  - [en](https://longbridge.com/en/news/302015183.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/302015183.md)
generator: "portal-rs"
---

# Dell Technologies tumbles 8% after Barclays downgrade to Equal Weight

戴尔科技 (DELL.US) 盘中跌超 8%，现报 466.87 美元。

巴克莱将戴尔科技评级从「增持」下调至「中性」，目标价从 603 美元下调至 574 美元。分析师指出，企业 AI 支出尚未出现明确拐点，近期收入增长主要受内存短缺和成本上升推动，而非 AI 应用需求爆发。巴克莱同时对惠普企业和 NetApp 作出类似降级，认为当前估值已充分反映内存涨价因素。

Silver Lake Partners 旗下基金于 10 月 9 日以每股约 582.30 美元的价格减持戴尔科技股份，交易金额约 2586 万美元，减持后持股比例下降约 50%。

宏观层面，美国 9 月 CPI 同比上涨 3.7% 超出预期，市场加息预期升温，科技股整体承压。纳斯达克指数前一交易日下跌近 2%，费城半导体指数下挫 4.3%，AI 基础设施板块遭遇普遍抛售。

### Related Stocks

- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)

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