Shares of hardware companies advance, leading Wall Street’s rebound from declines earlier this week

硬件公司股票上漲，引領華爾街從本週早些時候的跌勢中反彈

Dell (DELL.N) jumps 11.2% to a record high, Hewlett Packard Enterprise (HPE.N) rises 10.3% at one-month high, HP (HPQ.N) advances 8.6%, hitting its highest since Dec. 2024

戴爾 (DELL.N) 跳漲 11.2% 至歷史新高，Hewlett Packard Enterprise (HPE.N) 上漲 10.3% 至一個月高點，惠普 (HPQ.N) 上漲 8.6%，創下自 2024 年 12 月以來的最高水平

The three stocks are the top performers on S&P 500 (.SPX)

這三隻股票是標普 500 指數 (.SPX) 中表現最佳的成分股

RBC initiates DELL with “outperform,” PT $640; cites sustained AI infrastructure demand, $95 billion server backlog, storage-led margin expansion and robust cash returns

加拿大皇家銀行首次覆蓋戴爾，給予 “跑贏大盤” 評級，目標價 640 美元；理由包括持續的人工智能基礎設施需求、950 億美元的服務器積壓訂單、存儲業務帶動的利潤率擴張以及強勁的現金回報

Starts HPQ with “sector perform,” PT $33; says solid AI-PC beneficiary, but sees challenges and near-term margin pressure for print business

首次覆蓋惠普，給予 “板塊表現同步” 評級，目標價 33 美元；稱其是人工智能個人電腦的堅實受益者，但認為打印業務面臨挑戰且短期利潤率承壓

Oracle (ORCL.N) Q1 beat lifting broader AI-related stocks - analysts

分析師表示，甲骨文 (ORCL.N) 第一季度業績超預期提振了更廣泛的人工智能相關股票

“Oracle’s results were surprisingly good… certainly helping the tech space in general” - Art Hogan, chief market strategist at B Riley Wealth

“甲骨文的業績好得令人驚訝……無疑對整個科技領域有所幫助”——B Riley Wealth 首席市場策略師 Art Hogan

YTD: DELL up 349%, HPE ahead 155%, HPQ up 62% - all outperforming S&P (.SPX) and Nasdaq (.IXIC)

年初至今：戴爾上漲 349%，Hewlett Packard Enterprise 上漲 155%，惠普上漲 62%——均跑贏標普 500 指數 (.SPX) 和納斯達克指數 (.IXIC)