戴尔预计将表现良好,因其在帮助英伟达进入企业市场方面发挥作用,尽管AI硬件利润率较低。
看涨他说的是几天内
《Stocks Down, Yields Up, Iran and AI Fears》
Meet Kevin发布 2026-09-01 · 3 段内容
逐段跳播
3 段内容
我有,让我们看看,戴尔滑入。
I've got let's see Dell slipin
而戴尔今晚,我认为戴尔会相当不错。我喜欢那些家伙。他们基本上是在帮助Jensen在企业领域发挥作用。
And Dell tonight, I think Dell's going to be pretty good. I love those guys. They uh they're they're basically the way uh they're helping Jensen play in the enterprise.
但话又说回来,你看看像戴尔这样的公司。天哪。我的意思是,谈论来自AI服务器数据中心硬件的低利润率,而且做得很好。
But but then again, you look at a company like Dell. Holy smokes. I mean, talk about low margins from um you know, AI server data center hardware and crushing it.
这个频道对 $DELL 的历次判断
Meet Kevin 在这只股票上共 6 条判断,这里只列相邻的几条。