-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：我们将戴尔的目标股价从166美元上调至239美元，市盈率为16倍（基于2028财年1月预期每股收益），高于戴尔过去三年的平均市盈率（约11倍），主要基于人工智能领域的增长潜力。我们将2027财年的每股收益预期上调0.31美元至12.80美元，并将2028财年的每股收益预期上调0.49美元至14.91美元。全球人工智能数据中心支出持续走强，我们预计戴尔将继续利用这一增长势头，巩固其在人工智能服务器领域的声誉。我们认为，服务器同行SMCI近期面临的出口管制问题可能会导致其部分非超大规模业务转向戴尔，从而提振近期业绩指引。此外，近期有关收购的传闻（尽管英伟达已否认）凸显了戴尔作为关键基础设施提供商的价值，并进一步支撑了其高于历史水平的估值倍数。持续的内存短缺仍然是主要风险，但由于供应已得到充分保障，足以支持2027财年的业绩指引，我们认为公司近期的利润率前景不会受到显著影响。我们预计，明年戴尔与内存制造商的良好关系也将有助于其获得优于同行的供应分配。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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