---
title: "摩根士丹利在戴尔创纪录的 AI 驱动季度后上调其评级"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/288282530.md"
description: "摩根士丹利上调了对戴尔的评级，承认其之前的看空立场是错误的，此次调整是基于公司创纪录的人工智能驱动季度业绩。戴尔来自人工智能优化服务器的收入同比激增 757%，推动了其基础设施业务的卓越增长。因此，华尔街现在将戴尔视为领先的人工智能基础设施提供商，一些分析师将目标价上调至高达 700 美元"
datetime: "2026-06-01T13:25:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288282530.md)
  - [en](https://longbridge.com/en/news/288282530.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288282530.md)
---

# 摩根士丹利在戴尔创纪录的 AI 驱动季度后上调其评级

Analyst reversal: Morgan Stanley admitted its prior bearish call on Dell was wrong, upgrading the stock and raising its price target following exceptional quarterly results. AI demand surge: Dell's AI-optimized server revenue jumped 757% year-over-year, helping drive record revenue and earnings growth across its infrastructure business. Market revaluation: Wall Street now views Dell as a leading AI infrastructure provider, with some analysts setting price targets as high as $700.

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