<p>週四，<strong>戴爾科技公司</strong> (NYSE: DELL) 發佈了一份 令人矚目的季度財報，引發了分析師和市場評論員的樂觀反應。</p>
<h2><strong>戴爾財報超出預期，人工智能需求加速</strong></h2>
<p>戴爾報告第一季度收入為 438.4 億美元，遠超分析師預期的 354.5 億美元。調整後每股收益為 4.86 美元，超出預期的 2.94 美元。</p>
<p>公司的強勁表現使得股價在盤後交易中大幅上漲，股價上漲近 40%。</p>
<h2><strong>吉姆·克萊默表示投資者應 ‘擁抱牛市’</strong></h2>
<p>市場評論員 <strong>吉姆·克萊默</strong> 指出，戴爾的業績進一步證明了人工智能基礎設施支出依然強勁。</p>
<p>“正如我在最近的兩場節目中反覆強調的，面對戴爾所提供的真正的人工智能，你必須擁抱牛市，” 克萊默在 <strong>X</strong> 上寫道。</p>
<p>他還提到了 <strong>Arm Holdings Plc</strong> (NASDAQ: ARM)、<strong>Snowflake Inc.</strong> (NYSE: SNOW)、<strong>英特爾公司</strong> (NASDAQ: INTC)、<strong>超微半導體公司</strong> (NASDAQ: AMD)、<strong>應用材料公司</strong> (NASDAQ: AMAT) 和 <strong>英偉達公司</strong> (NASDAQ: NVDA)，並表示：“是的，後者仍然是王者。”</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>來源：X</em></p>
<p><strong>另請閲讀：</strong>
<strong>戴爾、超微計算機、異常機器、維珍銀河和好市多：為什麼這五隻股票今天受到投資者關注</strong></p>
<h2><strong>分析師稱戴爾的季度業績為歷史性爆發</strong></h2>
<p><strong>帕特里克·穆爾黑德</strong>，<strong>穆爾洞察與戰略</strong> 的首席分析師，形容這一季度表現非凡。</p>
<p>“我寫了五個不同版本的關於$DELL 財報的深度帖子，但都無法公正地反映它，” 穆爾黑德在 X 上寫道。“這是戴爾作為上市公司歷史上最廣泛的超預期。真是前所未見的絕對爆發。”</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>來源：X</em></p>
<p>與此同時，<strong>Futurum Group</strong> 首席執行官 <strong>丹尼爾·紐曼</strong> 強調，人工智能需求似乎正在超越主要雲服務提供商。</p>
<p>“人工智能服務器銷售增長 757%，每股收益超出預期 2.00 美元，” 紐曼寫道，並補充説，需求來自企業和新雲客户，而非超大規模雲服務商。</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>來源：X</em></p>
<h2><strong>戴爾上調展望，人工智能服務器銷售激增</strong></h2>
<p>戴爾預測第二季度收入將在 440 億美元至 450 億美元之間，遠高於預期的 349.9 億美元，同時預計調整後每股收益為 4.80 美元，而預期為 2.98 美元。</p>
<p>該公司還將 2027 財年的收入展望上調至 1650 億美元至 1690 億美元，較之前的 1380 億美元至 1420 億美元的指引有所上升，顯示出對人工智能驅動需求將保持強勁的信心。</p>
<p><strong>Benzinga Edge 股票排名</strong> 將 DELL 列入動量的 97 百分位，股票在短期、中期和長期時間框架內均顯示出樂觀信號。</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>免責聲明</em>：</strong> <em>此內容部分由 AI 工具生成，並由 Benzinga 編輯審核和發佈。</em></p>
<p><strong>另請閲讀：</strong>
<strong>南希·佩洛西股票追蹤器標記戴爾的 97 億美元五角大樓合同，特朗普讚揚該公司——股價在一個月內飆升 48%</strong></p>
<p><em>圖片來源：katz / Shutterstock.com</em></p>

國泰中證計算機主題ETF

DTCR

RSPT

<p>戴爾科技公司報告了創紀錄的季度收入為 438.4 億美元，顯著超出預期，導致股價上漲近 40%。分析師稱這一業績為歷史性，強勁的人工智能需求推動了增長。吉姆·克萊默強調了擁抱牛市的重要性，同時戴爾提高了未來幾個季度的收入展望，反映出對持續的人工智能驅動需求的信心</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>週四，<strong>戴爾科技公司</strong> (NYSE: DELL) 發佈了一份 令人矚目的季度財報，引發了分析師和市場評論員的樂觀反應。</p>
</div><h2><strong>Dell Earnings Crush Estimates As AI Demand Accelerates</strong></h2>
<div class="lb-trans"><h2><strong>戴爾財報超出預期，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>戴爾報告第一季度收入為 438.4 億美元，遠超分析師預期的 354.5 億美元。調整後每股收益為 4.86 美元，超出預期的 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>公司的強勁表現使得股價在盤後交易中大幅上漲，股價上漲近 40%。</p>
</div><h2><strong>Jim Cramer Says Investors Should ‘Embrace The Bull'</strong></h2>
<div class="lb-trans"><h2><strong>吉姆·克萊默表示投資者應 ‘擁抱牛市’</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>市場評論員 <strong>吉姆·克萊默</strong> 指出，戴爾的業績進一步證明了人工智能基礎設施支出依然強勁。</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>“正如我在最近的兩場節目中反覆強調的，面對戴爾所提供的真正的人工智能，你必須擁抱牛市，” 克萊默在 <strong>X</strong> 上寫道。</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>他還提到了 <strong>Arm Holdings Plc</strong> (NASDAQ: ARM)、<strong>Snowflake Inc.</strong> (NYSE: SNOW)、<strong>英特爾公司</strong> (NASDAQ: INTC)、<strong>超微半導體公司</strong> (NASDAQ: AMD)、<strong>應用材料公司</strong> (NASDAQ: AMAT) 和 <strong>英偉達公司</strong> (NASDAQ: NVDA)，並表示：“是的，後者仍然是王者。”</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>來源：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>另請閲讀：</strong>
<strong>戴爾、超微計算機、異常機器、維珍銀河和好市多：為什麼這五隻股票今天受到投資者關注</strong></p>
</div><h2><strong>Analysts Call Dell's Quarter A Historic Blowout</strong></h2>
<div class="lb-trans"><h2><strong>分析師稱戴爾的季度業績為歷史性爆發</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·穆爾黑德</strong>，<strong>穆爾洞察與戰略</strong> 的首席分析師，形容這一季度表現非凡。</p>
</div><p>&#34;I’ve written 5 different versions of an insightful $DELL earnings post, but it didn’t do it justice,&#34; Moorhead wrote on X. &#34;Beats by the widest margin in Dell’s history as a public company.  What an absolute blowout like I have never seen before.&#34;</p>
<div class="lb-trans"><p>“我寫了五個不同版本的關於$DELL 財報的深度帖子，但都無法公正地反映它，” 穆爾黑德在 X 上寫道。“這是戴爾作為上市公司歷史上最廣泛的超預期。真是前所未見的絕對爆發。”</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>來源：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>與此同時，<strong>Futurum Group</strong> 首席執行官 <strong>丹尼爾·紐曼</strong> 強調，人工智能需求似乎正在超越主要雲服務提供商。</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>“人工智能服務器銷售增長 757%，每股收益超出預期 2.00 美元，” 紐曼寫道，並補充説，需求來自企業和新雲客户，而非超大規模雲服務商。</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>來源：X</em></p>
</div><h2><strong>Dell Raises Outlook As AI Server Sales Surge</strong></h2>
<div class="lb-trans"><h2><strong>戴爾上調展望，人工智能服務器銷售激增</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>戴爾預測第二季度收入將在 440 億美元至 450 億美元之間，遠高於預期的 349.9 億美元，同時預計調整後每股收益為 4.80 美元，而預期為 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>該公司還將 2027 財年的收入展望上調至 1650 億美元至 1690 億美元，較之前的 1380 億美元至 1420 億美元的指引有所上升，顯示出對人工智能驅動需求將保持強勁的信心。</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> 將 DELL 列入動量的 97 百分位，股票在短期、中期和長期時間框架內均顯示出樂觀信號。</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>免責聲明</em>：</strong> <em>此內容部分由 AI 工具生成，並由 Benzinga 編輯審核和發佈。</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>另請閲讀：</strong>
<strong>南希·佩洛西股票追蹤器標記戴爾的 97 億美元五角大樓合同，特朗普讚揚該公司——股價在一個月內飆升 48%</strong></p>
</div><p><em>Photo courtesy: katz / Shutterstock.com</em></p>
<div class="lb-trans"><p><em>圖片來源：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

北美科技軟件股指數 ETF - iShares

FRNKL EXP DT ETF

2 倍做多 DELL ETF - GraniteShares

2 倍做多英偉達 ETF - GraniteShares

全球科技股指數 ETF - iShares

高科技指數 ETF - SPDR

2 倍做多英偉達 ETF - Direxion

雲計算 ETF - GlobalX

iShares US Digital Infrastructure and Real Estate ETF

標普軟件與服務 ETF - SPDR

國泰中證全指軟件ETF

戴爾科技-C

英偉達

Snowflake

英特爾

應用材料

超微電腦

Unusual Machines

維珍銀河

開市客

NVIDIA Corporation

這位分析師稱，戴爾的收益是其上市以來 “最廣泛的”，但 Jim Cramer 認為英偉達 “仍然是王者”