<p>周四，<strong>戴尔科技公司</strong> (NYSE: DELL) 发布了一份 令人瞩目的季度财报，引发了分析师和市场评论员的乐观反应。</p>
<h2><strong>戴尔财报超出预期，人工智能需求加速</strong></h2>
<p>戴尔报告第一季度收入为 438.4 亿美元，远超分析师预期的 354.5 亿美元。调整后每股收益为 4.86 美元，超出预期的 2.94 美元。</p>
<p>公司的强劲表现使得股价在盘后交易中大幅上涨，股价上涨近 40%。</p>
<h2><strong>吉姆·克莱默表示投资者应 ‘拥抱牛市’</strong></h2>
<p>市场评论员 <strong>吉姆·克莱默</strong> 指出，戴尔的业绩进一步证明了人工智能基础设施支出依然强劲。</p>
<p>“正如我在最近的两场节目中反复强调的，面对戴尔所提供的真正的人工智能，你必须拥抱牛市，” 克莱默在 <strong>X</strong> 上写道。</p>
<p>他还提到了 <strong>Arm Holdings Plc</strong> (NASDAQ: ARM)、<strong>Snowflake Inc.</strong> (NYSE: SNOW)、<strong>英特尔公司</strong> (NASDAQ: INTC)、<strong>超微半导体公司</strong> (NASDAQ: AMD)、<strong>应用材料公司</strong> (NASDAQ: AMAT) 和 <strong>英伟达公司</strong> (NASDAQ: NVDA)，并表示：“是的，后者仍然是王者。”</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225822/Screenshot-2026-05-29-at-8.28.19%E2%80%AFAM-1024x317.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225822/Screenshot-2026-05-29-at-8.28.19%E2%80%AFAM-1024x317.png"/></p>
<p><em>来源：X</em></p>
<p><strong>另请阅读：</strong>
<strong>戴尔、超微计算机、异常机器、维珍银河和好市多：为什么这五只股票今天受到投资者关注</strong></p>
<h2><strong>分析师称戴尔的季度业绩为历史性爆发</strong></h2>
<p><strong>帕特里克·穆尔黑德</strong>，<strong>穆尔洞察与战略</strong> 的首席分析师，形容这一季度表现非凡。</p>
<p>“我写了五个不同版本的关于$DELL 财报的深度帖子，但都无法公正地反映它，” 穆尔黑德在 X 上写道。“这是戴尔作为上市公司历史上最广泛的超预期。真是前所未见的绝对爆发。”</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225849/Screenshot-2026-05-29-at-8.28.44%E2%80%AFAM-1024x305.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225849/Screenshot-2026-05-29-at-8.28.44%E2%80%AFAM-1024x305.png"/></p>
<p><em>来源：X</em></p>
<p>与此同时，<strong>Futurum Group</strong> 首席执行官 <strong>丹尼尔·纽曼</strong> 强调，人工智能需求似乎正在超越主要云服务提供商。</p>
<p>“人工智能服务器销售增长 757%，每股收益超出预期 2.00 美元，” 纽曼写道，并补充说，需求来自企业和新云客户，而非超大规模云服务商。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225917/Screenshot-2026-05-29-at-8.29.12%E2%80%AFAM-1024x373.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225917/Screenshot-2026-05-29-at-8.29.12%E2%80%AFAM-1024x373.png"/></p>
<p><em>来源：X</em></p>
<h2><strong>戴尔上调展望，人工智能服务器销售激增</strong></h2>
<p>戴尔预测第二季度收入将在 440 亿美元至 450 亿美元之间，远高于预期的 349.9 亿美元，同时预计调整后每股收益为 4.80 美元，而预期为 2.98 美元。</p>
<p>该公司还将 2027 财年的收入展望上调至 1650 亿美元至 1690 亿美元，较之前的 1380 亿美元至 1420 亿美元的指引有所上升，显示出对人工智能驱动需求将保持强劲的信心。</p>
<p><strong>Benzinga Edge 股票排名</strong> 将 DELL 列入动量的 97 百分位，股票在短期、中期和长期时间框架内均显示出乐观信号。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225804/Screenshot-2026-05-29-at-8.08.32%E2%80%AFAM.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225804/Screenshot-2026-05-29-at-8.08.32%E2%80%AFAM.png"/></p>
<p><strong><em>免责声明</em>：</strong> <em>此内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>
<p><strong>另请阅读：</strong>
<strong>南希·佩洛西股票追踪器标记戴尔的 97 亿美元五角大楼合同，特朗普赞扬该公司——股价在一个月内飙升 48%</strong></p>
<p><em>图片来源：katz / Shutterstock.com</em></p>

国泰中证计算机主题ETF

DTCR

RSPT

<p>戴尔科技公司报告了创纪录的季度收入为 438.4 亿美元，显著超出预期，导致股价上涨近 40%。分析师称这一业绩为历史性，强劲的人工智能需求推动了增长。吉姆·克莱默强调了拥抱牛市的重要性，同时戴尔提高了未来几个季度的收入展望，反映出对持续的人工智能驱动需求的信心</p>

<p>On Thursday, <strong>Dell Technologies Inc</strong> (NYSE: DELL) delivered a blockbuster quarterly report that prompted bullish reactions from analysts and market commentators.</p>
<div class="lb-trans"><p>周四，<strong>戴尔科技公司</strong> (NYSE: DELL) 发布了一份 令人瞩目的季度财报，引发了分析师和市场评论员的乐观反应。</p>
</div><h2><strong>Dell Earnings Crush Estimates As AI Demand Accelerates</strong></h2>
<div class="lb-trans"><h2><strong>戴尔财报超出预期，人工智能需求加速</strong></h2>
</div><p>Dell reported first-quarter revenue of $43.84 billion, significantly ahead of analyst estimates of $35.45 billion. Adjusted earnings came in at $4.86 per share, topping expectations of $2.94 per share.</p>
<div class="lb-trans"><p>戴尔报告第一季度收入为 438.4 亿美元，远超分析师预期的 354.5 亿美元。调整后每股收益为 4.86 美元，超出预期的 2.94 美元。</p>
</div><p>The company's strong showing sent shares sharply higher in after-hours trading, with the stock rising nearly 40%.</p>
<div class="lb-trans"><p>公司的强劲表现使得股价在盘后交易中大幅上涨，股价上涨近 40%。</p>
</div><h2><strong>Jim Cramer Says Investors Should ‘Embrace The Bull'</strong></h2>
<div class="lb-trans"><h2><strong>吉姆·克莱默表示投资者应 ‘拥抱牛市’</strong></h2>
</div><p>Market commentator <strong>Jim Cramer</strong> pointed to Dell's results as further evidence that AI infrastructure spending remains robust.</p>
<div class="lb-trans"><p>市场评论员 <strong>吉姆·克莱默</strong> 指出，戴尔的业绩进一步证明了人工智能基础设施支出依然强劲。</p>
</div><p>&#34;As I kept emphasizing at the top of these last two shows, you have to embrace the bull when it comes to real AI like what Dell delivers,&#34; Cramer wrote on <strong>X</strong>.</p>
<div class="lb-trans"><p>“正如我在最近的两场节目中反复强调的，面对戴尔所提供的真正的人工智能，你必须拥抱牛市，” 克莱默在 <strong>X</strong> 上写道。</p>
</div><p>He also named companies such as <strong>Arm Holdings Plc</strong> (NASDAQ: ARM), <strong>Snowflake Inc.</strong> (NYSE: SNOW), <strong>Intel Corp.</strong> (NASDAQ: INTC), <strong>Advanced Micro Devices, Inc.</strong> (NASDAQ: AMD), <strong>Applied Materials</strong> (NASDAQ: AMAT) and <strong>Nvidia Corp</strong> (NASDAQ: NVDA), saying, “and yes the latter is still the king.”</p>
<div class="lb-trans"><p>他还提到了 <strong>Arm Holdings Plc</strong> (NASDAQ: ARM)、<strong>Snowflake Inc.</strong> (NYSE: SNOW)、<strong>英特尔公司</strong> (NASDAQ: INTC)、<strong>超微半导体公司</strong> (NASDAQ: AMD)、<strong>应用材料公司</strong> (NASDAQ: AMAT) 和 <strong>英伟达公司</strong> (NASDAQ: NVDA)，并表示：“是的，后者仍然是王者。”</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225822/Screenshot-2026-05-29-at-8.28.19%E2%80%AFAM-1024x317.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225822/Screenshot-2026-05-29-at-8.28.19%E2%80%AFAM-1024x317.png"/></p>
<p><em>Source: X</em></p>
<div class="lb-trans"><p><em>来源：X</em></p>
</div><p><strong>Read Also:</strong>
<strong>Dell, Super Micro Computer, Unusual Machines, Virgin Galactic And Costco: Why These 5 Stocks Are On Investors' Radars Today</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>戴尔、超微计算机、异常机器、维珍银河和好市多：为什么这五只股票今天受到投资者关注</strong></p>
</div><h2><strong>Analysts Call Dell's Quarter A Historic Blowout</strong></h2>
<div class="lb-trans"><h2><strong>分析师称戴尔的季度业绩为历史性爆发</strong></h2>
</div><p><strong>Patrick Moorhead</strong>, chief analyst at <strong>Moor Insights &amp; Strategy</strong>, described the quarter as extraordinary.</p>
<div class="lb-trans"><p><strong>帕特里克·穆尔黑德</strong>，<strong>穆尔洞察与战略</strong> 的首席分析师，形容这一季度表现非凡。</p>
</div><p>&#34;I’ve written 5 different versions of an insightful $DELL earnings post, but it didn’t do it justice,&#34; Moorhead wrote on X. &#34;Beats by the widest margin in Dell’s history as a public company.  What an absolute blowout like I have never seen before.&#34;</p>
<div class="lb-trans"><p>“我写了五个不同版本的关于$DELL 财报的深度帖子，但都无法公正地反映它，” 穆尔黑德在 X 上写道。“这是戴尔作为上市公司历史上最广泛的超预期。真是前所未见的绝对爆发。”</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225849/Screenshot-2026-05-29-at-8.28.44%E2%80%AFAM-1024x305.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225849/Screenshot-2026-05-29-at-8.28.44%E2%80%AFAM-1024x305.png"/></p>
<p><em>Source: X</em></p>
<div class="lb-trans"><p><em>来源：X</em></p>
</div><p>Meanwhile, <strong>Futurum Group</strong> CEO <strong>Daniel Newman</strong> highlighted how AI demand appears to be broadening beyond major cloud providers.</p>
<div class="lb-trans"><p>与此同时，<strong>Futurum Group</strong> 首席执行官 <strong>丹尼尔·纽曼</strong> 强调，人工智能需求似乎正在超越主要云服务提供商。</p>
</div><p>&#34;757% AI Server Sales Growth and it beat EPS by $2.00,&#34; Newman wrote, adding that demand came from enterprise and neocloud customers rather than hyperscalers.</p>
<div class="lb-trans"><p>“人工智能服务器销售增长 757%，每股收益超出预期 2.00 美元，” 纽曼写道，并补充说，需求来自企业和新云客户，而非超大规模云服务商。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225917/Screenshot-2026-05-29-at-8.29.12%E2%80%AFAM-1024x373.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225917/Screenshot-2026-05-29-at-8.29.12%E2%80%AFAM-1024x373.png"/></p>
<p><em>Source: X</em></p>
<div class="lb-trans"><p><em>来源：X</em></p>
</div><h2><strong>Dell Raises Outlook As AI Server Sales Surge</strong></h2>
<div class="lb-trans"><h2><strong>戴尔上调展望，人工智能服务器销售激增</strong></h2>
</div><p>Dell forecast second-quarter revenue between $44 billion and $45 billion, well above expectations of $34.99 billion, while projecting adjusted earnings of $4.80 per share versus estimates of $2.98.</p>
<div class="lb-trans"><p>戴尔预测第二季度收入将在 440 亿美元至 450 亿美元之间，远高于预期的 349.9 亿美元，同时预计调整后每股收益为 4.80 美元，而预期为 2.98 美元。</p>
</div><p>The company also raised its fiscal 2027 revenue outlook to a range of $165 billion to $169 billion, up from its previous guidance of $138 billion to $142 billion, signaling confidence that AI-driven demand will remain strong.</p>
<div class="lb-trans"><p>该公司还将 2027 财年的收入展望上调至 1650 亿美元至 1690 亿美元，较之前的 1380 亿美元至 1420 亿美元的指引有所上升，显示出对人工智能驱动需求将保持强劲的信心。</p>
</div><p><strong>Benzinga Edge Stock Rankings</strong> place DELL in the 97th percentile for Momentum, with the stock showing bullish signals across short, medium and long-term time frames.</p>
<div class="lb-trans"><p><strong>Benzinga Edge 股票排名</strong> 将 DELL 列入动量的 97 百分位，股票在短期、中期和长期时间框架内均显示出乐观信号。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225804/Screenshot-2026-05-29-at-8.08.32%E2%80%AFAM.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/28225804/Screenshot-2026-05-29-at-8.08.32%E2%80%AFAM.png"/></p>
<p><strong><em>Disclaimer</em>:</strong> <em>This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>
<div class="lb-trans"><p><strong><em>免责声明</em>：</strong> <em>此内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>
</div><p><strong>Read Also:</strong>
<strong>Nancy Pelosi Stock Tracker Flags Dell's $9.7 Billion Pentagon Win Weeks After Trump Praised The Company — Shares Surge 48% In A Month</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>南希·佩洛西股票追踪器标记戴尔的 97 亿美元五角大楼合同，特朗普赞扬该公司——股价在一个月内飙升 48%</strong></p>
</div><p><em>Photo courtesy: katz / Shutterstock.com</em></p>
<div class="lb-trans"><p><em>图片来源：katz / Shutterstock.com</em></p>
</div>

Dell Earnings The 'Widest' In Its Public History, Says This Analyst,  But Jim Cramer Thinks Nvidia Is 'Still The King'

benzinga_article

Global X Data Center & Dgtl Infrs ETF

Invesco S&P 500 Equal Weight Tech ETF

北美科技软件股指数 ETF - iShares

FRNKL EXP DT ETF

2 倍做多 DELL ETF - GraniteShares

2 倍做多英伟达 ETF - GraniteShares

全球科技股指数 ETF - iShares

高科技指数 ETF - SPDR

2 倍做多英伟达 ETF - Direxion

云计算 ETF - GlobalX

iShares US Digital Infrastructure and Real Estate ETF

标普软件与服务 ETF - SPDR

国泰中证全指软件ETF

戴尔科技-C

英伟达

Snowflake

英特尔

应用材料

超微电脑

Unusual Machines

维珍银河

开市客

NVIDIA Corporation

这位分析师称，戴尔的收益是其上市以来 “最广泛的”，但 Jim Cramer 认为英伟达 “仍然是王者”