---
title: "摩根士丹利在戴爾創紀錄的 AI 驅動季度後上調其評級"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/288282530.md"
description: "摩根士丹利上調了對戴爾的評級，承認其之前的看空立場是錯誤的，此次調整是基於公司創紀錄的人工智能驅動季度業績。戴爾來自人工智能優化服務器的收入同比激增 757%，推動了其基礎設施業務的卓越增長。因此，華爾街現在將戴爾視為領先的人工智能基礎設施提供商，一些分析師將目標價上調至高達 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)
---

# 摩根士丹利在戴爾創紀錄的 AI 驅動季度後上調其評級

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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## 相關資訊與研究

- [摩根士丹利逆轉戴爾評級，目標價大幅上調逾一倍](https://longbridge.com/zh-HK/news/288283511.md)
- [川普樂歪  戴爾調高財測、AI 伺服器夯  盤後飆 37%](https://longbridge.com/zh-HK/news/287987582.md)
- [國泰世華邀摩根士丹利投資管理布萊德・高德瑞剖析新興市場債投資契機](https://longbridge.com/zh-HK/news/288240899.md)
- [AI 魔力強到讓 1990 年代 PC 股回春！不只 DELL 這家受惠](https://longbridge.com/zh-HK/news/288542863.md)
- [摩根士丹利即將開放萬億資管業務接口 接入各類人工智能智能體](https://longbridge.com/zh-HK/news/288583125.md)