CNBC 快讯 5月29日 13:45 Dell AI服务器收入飙升757%:是AI资本开支大众化的拐点,还是流动性驱动的短期泡沫? Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars Dell reported its fastest pace of revenue growth since returning to the public market in 2018, with AI server revenue so… FG 100 读报告 →
CNBC 快讯 5月29日 16:24 Dell财报惊爆AI服务器需求,分析人士后续看法的情报解读 Dell shocks Wall Street with booming AI server sales. Where analysts see it headed next Dell reported blowout fiscal first quarter results on Thursday thanks to booming AI server demand, leading many analysts… FG 100 读报告 →
CNBC 快讯 5月29日 17:47 Dell财报超预期印证AI基础设施超级周期,顺势做多科技动量为当前最优解 Dell's earnings blowout makes clear now is not the time to go against the AI grain Don't fight the tape. FG 100 读报告 →
CNBC 快讯 5月29日 22:18 Cramer称戴尔超预期季度为AI股奠定关键一周 Jim Cramer says Dell’s blowout quarter sets up a crucial week for AI stocks CNBC’s Jim Cramer said Dell Technologies’ blockbuster quarter reignited enthusiasm around AI and data center stocks. FG 100 读报告 →
CNBC 快讯 6月1日 17:19 Agentic AI 如何重振 Dell 与 Intel 等经典科技股 How 'Agentic AI' is reviving classic tech stocks like Dell and Intel Sustained demand for CPUs is proving one of the hallmarks of the agentic phase of systems design, a frequent point in Wa… FG 100 读报告 →