HPE 是布局 AI 基础设施增长的良好投资标的，其受益于整体部署而非特定模型赢家。
逐段跳播
整个板块，不只是 Dell 本身，如果你看看 HPE，如果你看看 AVT，所有为 AI 交易提供大量组件的公司，关于谁将成为赢家模式有那么多讨论，但这项业务的组成部分似乎仍然非常强劲。所以那里肯定有大量的吸筹。
uh that whole group, not just Dell itself, if you look at HPE, if you look at AVT, everything that's supplying a lot of the components of the AI trade, which there's so much discussion of who the winning model will be, it seems like the components of of of that business are still very strong.
So there's definitely a lot of accumulation there
AI 的建设不同于仅仅是 OpenAI 或 Anthropic 胜出，专注于 HPE 或 Adele 实际上是在投资整个生态系统的成长，而不是只押注一个模型。竞争威胁在于，这些开源模型会不会影响 OpenAI 和 Anthropic 的利润率？
如果你卖的是基础设施，像 HPE 或 Dell 这样的广泛基础设施，你真正看的是随着时间推移的整体部署，而不是具体的赢家。所以我认为，这是一种很好的方式，来表达你认为这仍是一条长期增长路径，而不必聚焦于某一个具体的赢家。
the the buildout of AI is different from just you know open AI or anthropic winning you know uh focusing on HPE or Adele is is really um investing in the entire ecosystem growing versus just one model you know the competit the competitive threat is will these open- source models will they impact the margins of open AI and anthropic well if you're selling the infrastructure the broad infrastructure like a HPE or Dell you're just really looking at the overall deployment over time not the specific winners so I think there are just a great way to express what you think is still a prolonged growth path without focusing on one specific winner.
这个频道对 $HPE 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。