美国MITBBS

Down 14%

First quarter revenue of $22.2 billion, up 6% year over year

Infrastructure Solutions Group (ISG) revenue of $9.2 billion, up 22% year over year, with record servers and networking revenue of $5.5 billion, up 42%

Client Solutions Group (CSG) revenue of $12.0 billion, flat year over year, with commercial client revenue at $10.2 billion, up 3%

Diluted earnings per share of $1.32, up 67% year over year, and non-GAAP diluted earnings per share of $1.27, down 3%

牛大春 写了： 30 5月 2024, 15:13

Down 14%

惨惨惨，大概率还没到底

这么多UPs , 也没挡住机构的打压（盘后），不知明天开盘对散户会不会回光返照？
PS： DELL在NASDAQ属于第几梯队，INDEX的比重多少？好像对INDEX影响不大？

牛大春 写了： 30 5月 2024, 15:17

First quarter revenue of $22.2 billion, up 6% year over year

Infrastructure Solutions Group (ISG) revenue of $9.2 billion, up 22% year over year, with record servers and networking revenue of $5.5 billion, up 42%

Client Solutions Group (CSG) revenue of $12.0 billion, flat year over year, with commercial client revenue at $10.2 billion, up 3%

Diluted earnings per share of $1.32, up 67% year over year, and non-GAAP diluted earnings per share of $1.27, down 3%

Dell今年股价翻倍都不止了。AI毕竟不是它的主营业务，这个涨幅太多了。

Hof 写了： 30 5月 2024, 15:26

这么多UPs , 也没挡住机构的打压（盘后），不知明天开盘对散户会不会回光返照？
PS： DELL在NASDAQ属于第几梯队，INDEX的比重多少？好像对INDEX影响不大？

牛大春 写了： 30 5月 2024, 15:17

First quarter revenue of $22.2 billion, up 6% year over year

Infrastructure Solutions Group (ISG) revenue of $9.2 billion, up 22% year over year, with record servers and networking revenue of $5.5 billion, up 42%

Client Solutions Group (CSG) revenue of $12.0 billion, flat year over year, with commercial client revenue at $10.2 billion, up 3%

Diluted earnings per share of $1.32, up 67% year over year, and non-GAAP diluted earnings per share of $1.27, down 3%

牛大春 写了： 30 5月 2024, 15:32

Dell今年股价翻倍都不止了。AI毕竟不是它的主营业务，这个涨幅太多了。

AI芯片毕竟需要主机/服务器来装载，现在AI-optimized server哪家OEM是market leader？how is the market share occupation?

BTW: who is the OEM/producer of BlackRock's giant AI server Aladdin, which located in Wenatchee, Washington state?

=> https://www.datacenterknowledge.com/inv ... -wenatchee
=> https://www.datacenterdynamics.com/en/n ... ta-center/

AI server也是为AI芯片服务的。过去半年戴尔的股价涨幅都要超过女大了。但是戴尔又不是全部业务都在AI server上。

Hof 写了： 30 5月 2024, 15:39

牛大春 写了： 30 5月 2024, 15:32

Dell今年股价翻倍都不止了。AI毕竟不是它的主营业务，这个涨幅太多了。

AI芯片毕竟需要主机/服务器来装载，现在AI-optimized server哪家OEM是market leader？how is the market share occupation?

BTW: who is OEM/producer of BlackRock's giant AI server Aladdin, which located in Wenatchee, Washington state?

如果看过去一年的涨幅，戴尔比女大还高很多。

竞争对手HPQ 盘中涨～20%

Hof 写了： 30 5月 2024, 16:10

竞争对手HPQ 盘中涨～20%

惠普过去一年比较惨淡，他这是属于补涨，没多大风险。
我本来想赌它的财报来着，但是考虑到今天有通胀数据，所以没敢下手。