重磅，Dell 股价猛涨35%今天。硬件公司的好日子回来了

难道真的回到90年代了？

yywang114 发表于 2024-03-01 20:16
难道真的回到90年代了？

发生了什么？还以为PC不行了。

怎么我觉得是被炒起来的。

trymeagain 发表于 2024-03-01 20:16
发生了什么？还以为PC不行了。

难怪板上姐姐们都说回到90年代了。现在硬件公司吊打一切

https://finance.yahoo.com/video/dells-ai-guidance-raises-prominent-205039208.html?contentType=VIDEO
和ai挂上钩

落地无声 发表于 2024-03-01 20:19
https://finance.yahoo.com/video/dells-ai-guidance-raises-prominent-205039208.html?contentType=VIDEO
和ai挂上钩

搞不清一个PC也就是一个client，跟AI有啥关系。最多也就是Ai的应用，但是AI的应用在哪里都行，mobile client也可以。

yywang114 发表于 2024-03-01 20:18
难怪板上姐姐们都说回到90年代了。现在硬件公司吊打一切

是的，这一茬之后估计软件要腾飞了。

大妈们该改推娃学硬件了。

trymeagain 发表于 2024-03-01 20:22
搞不清一个PC也就是一个client，跟AI有啥关系。最多也就是Ai的应用，但是AI的应用在哪里都行，mobile client也可以。

都说了回到90年代

嗯走完90年代就到了2000年，快了

DELL，空头今天损失2.95亿

IWM，28.73%，short %
Shares short 87.79 (M)+4.42 (M)

Daylight 发表于 2024-03-01 21:11
嗯走完90年代就到了2000年，快了

无所谓，至少有时10年好日子。等2000再sqqq 一把。

trymeagain 发表于 2024-03-01 20:22
搞不清一个PC也就是一个client，跟AI有啥关系。最多也就是Ai的应用，但是AI的应用在哪里都行，mobile client也可以。

Dell Technologies Inc. surged to a record high after reporting better-than-expected sales and profit, fueled by demand for information technology equipment to handle artificial intelligence work. Known for its PC business, Dell has attracted investor attention over the last year due to a spike in interest for its high-powered servers needed to run AI workloads. The company’s infrastructure unit, which includes servers, reported revenue of $9.33 billion in the fiscal fourth quarter, topping estimates. A sequential increase in sales from the previous period was “driven primarily by AI-optimized servers,” Dell said Thursday, though the unit’s total revenue declined 6% from the same quarter a year earlier. The shares leaped 32% to $124.59 at the close Friday in New York, the best single-day increase and highest price since Dell returned to the public markets in December 2018. The stock has tripled over the last 12 months amid investor excitement about the role of servers in an AI-driven purchasing cycle. “We’ve just started to touch the AI opportunities ahead of us, and we believe Dell is uniquely positioned with our broad portfolio to help customers build GenAI solutions that meet performance, cost and security requirements,” Chief Operating Officer Jeff Clarke said in a statement, referring to generative AI. The backlog for AI servers was $2.9 billion at the end of the period on Feb. 2, he said. Dell shipped $800 million in AI-optimized servers in the quarter, Clarke said in remarks prepared for a conference call on the results. Like many in the industry, however, the business is being held back by the availability of advanced computer chips, Clarke added. Demand continues to outpace supply, “though we are seeing H100 lead times improving,” referring to market-leading Nvidia Corp.’s chip.

NVDA股价涨成这样，其他大厂都像刚睡醒一样，打算跑步入场去搞AI芯片了。

发生了什么？还以为PC不行了。
trymeagain 发表于 2024-03-01 20:16

因为人家的servers high-powered servers needed to run AI workloads

Dell不是私有化退市了吗？

Dell不就是一个装机厂吗？这也能蹭流量？

trymeagain 发表于 2024-03-01 20:22
是的，这一茬之后估计软件要腾飞了。

大牛市刚刚开始，轮着涨，软件涨完硬件涨，硬件涨完软件涨

经济很妖！

落地无声 发表于 2024-03-01 21:35
因为人家的servers high-powered servers needed to run AI workloads

对对对， 刚刚读了一下，确实。难怪自己发不了财。

wswsn 发表于 2024-03-01 21:36
Dell不是私有化退市了吗？

我记得也是。

wswsn 发表于 2024-03-01 21:36
Dell不是私有化退市了吗？

https://www.dell.com/learn/aw/en/awcorp1/secure/acq-dell-silverlake
Dell privatization deal completed
On Oct. 29, 2013, Dell announced the completion of its acquisition by Michael Dell, Dell's founder and CEO, and Silver Lake Partners, a leading global technology firm.
Under the terms of the merger agreement, Dell stockholders will receive $13.75 in cash for each share of Dell common stock they hold, plus payment of a special cash dividend of $0.13 per share to stockholders of record as of the close of business on Oct. 28, 2013, for total consideration of $13.88 per share in cash. The total transaction is valued at approximately $24.9 billion.

AIPC