智通财经获悉，摩根士丹利发布研报称，该行在戴尔总部与首席运营官Jeff Clarke举行一对一交流后，对戴尔的看多逻辑有了更深理解，但仍维持“中性”评级与511美元目标价。报告的核心争论在于：AI智能体带来的究竟是又一轮硬件周期峰值，还是本地基础设施多年结构性繁
Direct profile
Your Direct account
Manage your avatar, profile name, account email, and usage from one place.
Log in to manage your Direct account profile.
