[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-dell-stock-fell-5-thursday-heres-where-dell-could-go-in-2026-ZH":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":265,"suggestedPosts":347},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},117595,"戴尔股价周四下跌5%。以下是DELL在2026年的潜在走向","2026-07-17T12:05:00","2026-07-17T10:14:57","\u003Cp>戴尔股票周四下跌约5%，因投资者从炙手可热的AI硬件股中撤出。以下是为何盈利的订单转化、存储业务增长和利润率执行将决定DELL到2026年的表现。\u003C\u002Fp>","\u003Ch3 id=\"h-key-stats-for-dell-stock\" class=\"wp-block-heading\">\u003Cstrong>戴尔股票关键数据\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>最新交易日表现：\u003C\u002Fstrong> -5%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52周价格区间：\u003C\u002Fstrong> $110 至 $469\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>估值模型目标价：\u003C\u002Fstrong> 约 $490\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>隐含上涨空间：\u003C\u002Fstrong> 约 26%\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">使用 TIKR 分析您最喜爱的股票，如戴尔科技（免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>发生了什么？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=266017&tid=595636727&ref=srk6m3\">\u003Cstrong>戴尔科技\u003C\u002Fstrong>\u003C\u002Fa>已成为市场上对AI数据中心建设最明确的押注之一，但争论焦点正从创纪录的服务器需求转向这些销售能产生多少利润。戴尔股票周四下跌5%，收于约$391，连续第二个交易日下跌，使其股价较52周高点$469下跌约17%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">戴尔股票下跌是因为投资者在AI硬件板块获利了结，并质疑大规模基础设施支出能否持续快速增长以支撑高企的估值。半导体股票下跌4.3%，而\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fsandisk-stock-fell-8-in-a-memory-selloff-the-streets-target-went-up-to-2144-anyway\">闪迪\u003C\u002Fa>、\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwestern-digital-just-hit-its-deepest-drawdown-in-a-year-the-street-target-still-sits-23-higher\">西部数据\u003C\u002Fa>、\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fseagate-order-book-covers-5-quarters-the-stock-is-down-24-anyway\">希捷\u003C\u002Fa>、\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fintel-stock-has-fallen-27-from-its-june-high-heres-where-the-stock-could-go-in-2026\">英特尔\u003C\u002Fa>及其他AI相关供应商大幅下跌，台积电尽管报告利润增长77%也出现下跌。广泛的逆转表明，高预期、拥挤的仓位以及对AI资本支出持续性的怀疑，而非公司当前服务器需求减弱的特定证据，是推动戴尔股价走低的原因。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=266017&tid=595636727&e=2001687185&ts=3745226&ref=srk6m3\">美国银行六月的科技会议上\u003C\u002Fa>，戴尔基础设施解决方案集团负责人Arthur Lewis表示，公司最新业绩仍指向异常强劲的基础设施需求。2027财年第一季度营收达到438.4亿美元，增长88%，同时戴尔获得了244亿美元的AI订单，确认了161亿美元的AI服务器收入，并以创纪录的AI积压订单结束了该季度。戴尔将2027财年营收指引上调至1650亿至1690亿美元之间，并将AI服务器收入预测提高至约600亿美元，Lewis表示前景\"仅受供应限制\"。ISG部门创造了290亿美元的收入，而营业利润增长206%至31亿美元，营业利润率达到10.5%，这表明尽管AI服务器在业务中的占比越来越大，利润增长仍超过了收入增长。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在最近的抛售之前，华尔街仍持建设性态度。Evercore ISI将戴尔的目标价上调至$500，并维持\"跑赢大盘\"评级，理由是公司在AI基础设施领域的地位以及对数据中心设备的持续需求。戴尔在AI服务器领域直接与超微电脑竞争，并在服务器、存储、网络和相关服务领域与慧与科技竞争，但超微电脑的最新毛利率仅为9.9%，这说明了快速的AI系统增长仍可能产生微薄的利润率。分析师的支持强化了戴尔的长期需求故事，尽管周四的下跌表明，投资者现在希望看到创纪录的订单能够转化为持久的利润率、现金流和盈利的证据。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3567\" height=\"3982\" data-public-id=\"images\u002FDELL_valuation_model-2-1\u002FDELL_valuation_model-2-1.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3567,h_3982,c_scale\u002Ff_webp,q_auto\u002Fv1784282523\u002Fimages\u002FDELL_valuation_model-2-1\u002FDELL_valuation_model-2-1.webp?_i=AA\" alt=\"Dell Technologies stock\" class=\"wp-post-117595 wp-image-117847\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784282523\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784282523\u002Fimages\u002FDELL_valuation_model-2-1\u002FDELL_valuation_model-2-1.webp?_i=AA 3567w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1340,c_scale\u002Ff_webp,q_auto\u002Fv1784282523\u002Fimages\u002FDELL_valuation_model-2-1\u002FDELL_valuation_model-2-1.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1563,c_scale\u002Ff_webp,q_auto\u002Fv1784282523\u002Fimages\u002FDELL_valuation_model-2-1\u002FDELL_valuation_model-2-1.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_335,c_scale\u002Ff_webp,q_auto\u002Fv1784282523\u002Fimages\u002FDELL_valuation_model-2-1\u002FDELL_valuation_model-2-1.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3567px) 100vw, 3567px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">戴尔科技指引估值模型\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">立即为戴尔科技估值（使用 TIKR 免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-is-dell-undervalued\" class=\"wp-block-heading\">戴尔被低估了吗？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">根据估值假设，该股票模型使用了以下参数：\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>收入增长率（复合年增长率）：约 20%\u003C\u002Fstrong>\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>营业利润率：约 9%\u003C\u002Fstrong>\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>退出市盈率倍数：约 16倍\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">20%的\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Frevenue-growth-why-its-important-and-key-drivers\">收入增长\u003C\u002Fa>假设要求很高，因为它要求戴尔由AI驱动的加速增长在模型期内的大部分时间持续。如果戴尔在2027财年达到约600亿美元的AI服务器收入，将其创纪录的积压订单转化为已完成的出货，并在商用PC和存储领域维持增长，那么这个假设就更有说服力。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">相对于戴尔近期的盈利能力，接近9%的\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-operating-margin-definition-formula\">营业利润率\u003C\u002Fa>似乎是合理的，但收入结构比整体销售增长更重要。AI服务器包含昂贵的处理器、内存和网络设备，因此每美元的服务器收入可能比戴尔自有的存储、融资、维护和支持服务产生的利润更少。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">16倍的退出市盈率使模型保持严谨，因为它没有假设戴尔将无限期地保持异常高的AI估值溢价。然而，该模型结合了快速的收入增长和稳定的利润率，使得预测的上涨空间是一个有利的执行情景，而非保守的基本情景。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FTIKR.com_DELL-Dell-Technologies-Inc-1\u002FTIKR.com_DELL-Dell-Technologies-Inc-1.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1784282533\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc-1\u002FTIKR.com_DELL-Dell-Technologies-Inc-1.webp?_i=AA\" alt=\"Dell Technologies stock\" class=\"wp-post-117595 wp-image-117848\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784282533\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784282533\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc-1\u002FTIKR.com_DELL-Dell-Technologies-Inc-1.webp?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784282533\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc-1\u002FTIKR.com_DELL-Dell-Technologies-Inc-1.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1784282533\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc-1\u002FTIKR.com_DELL-Dell-Technologies-Inc-1.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1784282533\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc-1\u002FTIKR.com_DELL-Dell-Technologies-Inc-1.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1784282533\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc-1\u002FTIKR.com_DELL-Dell-Technologies-Inc-1.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">戴尔科技五年期息税前利润及分析师利润率预估\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对戴尔科技的增长预测和目标价（免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">戴尔的息税前利润图表强化了为何盈利能力现在是核心问题。共识预估指出，\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fev-ebit-ratio-definition-calculation-benefits\">息税前利润\u003C\u002Fa>将从2026财年的99.9亿美元增长到2027财年约158.1亿美元，到2029财年约201.7亿美元，而息税前利润率在2030财年降至约6%之前保持在9%附近。该预测表明，随着AI系统规模扩大，戴尔可以产生可观的利润增长，但也表明一旦基础设施需求的初始激增放缓，维持利润率将变得更加困难。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">未来12个月取决于戴尔能否将受供应限制的AI需求转化为已完成的系统，同时不让组件通胀或激进的定价削弱利润率。戴尔自有的存储可能会增加每次部署所获得的利润，因为AI工作负载会产生大量必须快速组织、保护和访问的数据。持续的商用PC需求将提供另一个盈利驱动力，因为公司更换老化的系统并采用更新的支持AI的设备。更好的组件供应将使更多订单转化为报告收入，而疲弱的存储和服务附加销售将使增长集中在利润率较低的硬件上。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在约$391的价位，根据模型，戴尔似乎被适度低估，约$490的目标价意味着未来2.5年约有26%的上涨空间，但实现这一回报取决于盈利的执行能力，而不仅仅是AI服务器的销量。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-how-much-upside-does-dell-stock-have-from-here\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>\u003Cstrong>戴尔股票从这里还有多少上涨空间？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">投资者可以使用\u003Cstrong>TIKR的新估值模型工具\u003C\u002Fstrong>，在不到一分钟的时间内估算戴尔科技的潜在股价，或任何股票可能的价值。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">只需要三个简单的输入：\u003C\u002Fp>\n\n\n\n\u003Col class=\"wp-block-list\">\n\u003Cli>收入增长率\u003C\u002Fli>\n\n\n\n\u003Cli>营业利润率\u003C\u002Fli>\n\n\n\n\u003Cli>退出市盈率倍数\u003C\u002Fli>\n\u003C\u002Fol>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">然后，TIKR会计算\u003Cstrong>牛市、基准和熊市情景\u003C\u002Fstrong>下的潜在股价和总回报，让您可以快速判断一只股票看起来是\u003Cstrong>被低估还是被高估\u003C\u002Fstrong>。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如果您不确定输入什么，TIKR会自动使用分析师的共识预估来填充每个输入，为您提供一个快速可靠的起点。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">使用 TIKR 在 60 秒内为戴尔科技估值（免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>",945,"zh","\u002Fblog\u002Fdell-stock-fell-5-thursday-heres-where-dell-could-go-in-2026","dell-stock-fell-5-thursday-heres-where-dell-could-go-in-2026","images\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784283155\u002Fimages\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva.png?_i=AA",{"altText":237,"imageCredit":238},"Dell Stock Fell 5% Thursday. Here’s Where DELL Could Go in 2026","@Lisa from Pexels via Canva; @Mario Amé from Pexels via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Nikko Henson","nikkotikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Dell stock fell about 5% Thursday as investors pulled back from high-flying AI hardware stocks. Here’s why profitable backlog conversion, storage growth, and margin execution will determine DELL’s performance through 2026.",{"title":237,"description":258,"twitterTitle":237,"twitterDescription":258,"author":240,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":261,"twitterData1":262,"ogTitle":237,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"TIKR.com","预计阅读时间","1 minute",1200,630,[266,283,298,315,332],{"id":255,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":280,"relatedPosts":282},"优步刚刚以148亿美元收购了Delivery Hero。这对股票意味着什么。","2026-07-17 09:00:00","优步刚刚超出EBITDA预期2%，并斥资148亿美元收购了一家外卖竞争对手。华尔街的目标价尚未变动。",1222,"\u002Fblog\u002Fuber-just-bought-delivery-hero-for-14-8-billion-heres-what-it-means-for-the-stock","uber-just-bought-delivery-hero-for-14-8-billion-heres-what-it-means-for-the-stock","images\u002FFEATURED-IMAGE-MAKER-1064\u002FFEATURED-IMAGE-MAKER-1064","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784271220\u002Fimages\u002FFEATURED-IMAGE-MAKER-1064\u002FFEATURED-IMAGE-MAKER-1064.png?_i=AA",{"altText":267},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":279},"Gian Estrada","giantikr",[],[281],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":284,"date":285,"excerpt":286,"wordCount":287,"uri":288,"slug":289,"cloudinaryAssetId":290,"featuredImageOriginalUrl":291,"featuredImageMetadata":292,"author":293,"categories":295,"relatedPosts":297},"联合健康财报后盘中飙升10%。以下是UNH股票在2026年可能走向的预测","2026-07-17 00:04:35","联合健康集团股价在盘中一度飙升10%，此前公布的业绩超出预期，且管理层上调了2026年业绩展望。以下是医疗保险业务改善和Optum部门执行力提升如何强化了公司转型前景的原因。",1007,"\u002Fblog\u002Funitedhealth-surged-10-intraday-after-earnings-heres-where-unh-stock-could-head-in-2026","unitedhealth-surged-10-intraday-after-earnings-heres-where-unh-stock-could-head-in-2026","images\u002F@jittawit21-from-jittawit21-via-Canva-@aukidphumsirichat-via-Canva\u002F@jittawit21-from-jittawit21-via-Canva-@aukidphumsirichat-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784246277\u002Fimages\u002F@jittawit21-from-jittawit21-via-Canva-@aukidphumsirichat-via-Canva\u002F@jittawit21-from-jittawit21-via-Canva-@aukidphumsirichat-via-Canva.png?_i=AA",{"altText":284},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":294},[],[296],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":305,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":312,"relatedPosts":314},"雪佛龙股价已回调14%，同时每季度向股东返还60亿美元：现在是买入时机吗？","2026-07-16 19:46:00","Advanced Micro Devices已悄然成为AI基础设施建设的第二引擎，其财务数据正开始印证这一点。",921,"\u002Fblog\u002Fchevron-stock-has-pulled-back-14-while-returning-6-billion-a-quarter-to-shareholders-is-now-the-time-to-buy","chevron-stock-has-pulled-back-14-while-returning-6-billion-a-quarter-to-shareholders-is-now-the-time-to-buy","images\u002FChevron-Featured-1\u002FChevron-Featured-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784220320\u002Fimages\u002FChevron-Featured-1\u002FChevron-Featured-1.png?_i=AA",{"altText":299},{"name":309,"slug":310,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":311},"David Beren","davidberentikr",[],[313],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":316,"date":317,"excerpt":318,"wordCount":319,"uri":320,"slug":321,"cloudinaryAssetId":322,"featuredImageOriginalUrl":323,"featuredImageMetadata":324,"author":325,"categories":329,"relatedPosts":331},"美光科技股价单日下跌8%。以下是该股在2026年的可能走向","2026-07-16 19:30:00","美光在7月15日下跌了8%，但整个存储板块都出现下跌，且闪迪跌幅更大。前一天，KeyBanc给出了华尔街最高的目标价1,750美元。TIKR的中性情景模型显示其公允价值约为935美元。这两个数字之间的差距，才是唯一值得讨论的问题。",1914,"\u002Fblog\u002Fmicron-stock-fell-8-in-a-day-heres-where-the-stock-could-go-in-2026","micron-stock-fell-8-in-a-day-heres-where-the-stock-could-go-in-2026","images\u002F10-5_117724f706b\u002F10-5_117724f706b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784224545\u002Fimages\u002F10-5_117724f706b\u002F10-5_117724f706b.png?_i=AA",{"altText":316},{"name":326,"slug":327,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":328},"Wiltone Asuncion","wiltonetikr",[],[330],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":333,"date":334,"excerpt":335,"wordCount":336,"uri":337,"slug":338,"cloudinaryAssetId":339,"featuredImageOriginalUrl":340,"featuredImageMetadata":341,"author":342,"categories":344,"relatedPosts":346},"强生公司业绩超预期并上调业绩指引，但股价仍收跌近3%","2026-07-16 19:20:00","强生公司营收与盈利双双超出预期，并上调全年业绩指引，上调幅度超过当季超预期幅度。该股开盘走高，随后收跌2.69%。造成股价下跌的主要原因是其心脏泵业务表现不佳，该业务在季度总销售额253亿美元中贡献了4.4亿美元。",1830,"\u002Fblog\u002Fjohnson-johnson-beat-raised-guidance-and-still-closed-down-nearly-3","johnson-johnson-beat-raised-guidance-and-still-closed-down-nearly-3","images\u002F9-5_11772367222\u002F9-5_11772367222","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784224540\u002Fimages\u002F9-5_11772367222\u002F9-5_11772367222.png?_i=AA",{"altText":333},{"name":326,"slug":327,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":343},[],[345],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[348,365,378,395,410,425,443,458,473,488,503,521,536,551,566,581,598],{"id":255,"title":349,"date":350,"excerpt":243,"wordCount":351,"uri":352,"slug":353,"cloudinaryAssetId":354,"featuredImageOriginalUrl":355,"featuredImageMetadata":356,"author":357,"categories":359,"relatedPosts":364},"Block股价五个月内收复39%跌幅。反弹背后的AI叙事。","2026-07-17 12:00:00",947,"\u002Fblog\u002Fblock-stock-erased-a-39-drawdown-in-five-months-the-ai-story-behind-the-rebound","block-stock-erased-a-39-drawdown-in-five-months-the-ai-story-behind-the-rebound","images\u002FFEATURED-IMAGE-MAKER-1068\u002FFEATURED-IMAGE-MAKER-1068","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784286606\u002Fimages\u002FFEATURED-IMAGE-MAKER-1068\u002FFEATURED-IMAGE-MAKER-1068.png?_i=AA",{"altText":349},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":358},[],[360],{"name":361,"slug":362,"uri":363,"description":243,"postsCount":255},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":255,"title":366,"date":350,"excerpt":367,"wordCount":287,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"ResMed股票在收购Noctrix后值得买入吗？","ResMed股价仍较2026年6月的峰值回撤低31%，即便在完成一笔3.4亿美元针对全新疾病市场的补强收购后也是如此。","\u002Fblog\u002Fis-resmed-stock-a-buy-after-the-noctrix-acquisition","is-resmed-stock-a-buy-after-the-noctrix-acquisition","images\u002FFEATURED-IMAGE-MAKER-1069\u002FFEATURED-IMAGE-MAKER-1069","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784287836\u002Fimages\u002FFEATURED-IMAGE-MAKER-1069\u002FFEATURED-IMAGE-MAKER-1069.png?_i=AA",{"altText":366},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":374},[],[376],{"name":361,"slug":362,"uri":363,"description":243,"postsCount":255},[],{"id":255,"title":379,"date":380,"excerpt":381,"wordCount":382,"uri":383,"slug":384,"cloudinaryAssetId":385,"featuredImageOriginalUrl":386,"featuredImageMetadata":387,"author":388,"categories":392,"relatedPosts":394},"SpaceX因发动机突发故障中止星舰发射","2026-07-17 11:21:00","SpaceX股价下跌，此前马斯克因发动机问题中止了星舰发射，随着空头头寸激增，压力进一步加剧。",787,"\u002Fblog\u002Fspacex-nasdaq-spcx-stock-aborts-starship-launch-over-engine-issues","spacex-nasdaq-spcx-stock-aborts-starship-launch-over-engine-issues","images\u002FSPCX-Stock-3_117830805ca\u002FSPCX-Stock-3_117830805ca","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784279399\u002Fimages\u002FSPCX-Stock-3_117830805ca\u002FSPCX-Stock-3_117830805ca.png?_i=AA",{"altText":379},{"name":389,"slug":390,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":391},"Aditya Raghunath","adityatikr",[],[393],{"name":361,"slug":362,"uri":363,"description":243,"postsCount":255},[],{"id":255,"title":396,"date":397,"excerpt":398,"wordCount":399,"uri":400,"slug":401,"cloudinaryAssetId":402,"featuredImageOriginalUrl":403,"featuredImageMetadata":404,"author":405,"categories":407,"relatedPosts":409},"巴菲特称投资Alphabet（GOOGL）是他的主意。但他的警告更重要","2026-07-16 18:20:00","沃伦·巴菲特证实，他个人亲自启动了伯克希尔对Alphabet的310亿美元持仓。在同一采访中，他将数千亿美元的AI支出称为谷歌及其竞争对手面临的\"真正问题\"。",1885,"\u002Fblog\u002Fbuffett-says-the-alphabet-googl-bet-was-his-idea-his-warning-matters-more","buffett-says-the-alphabet-googl-bet-was-his-idea-his-warning-matters-more","images\u002F3-5_117717e0e66\u002F3-5_117717e0e66","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784224511\u002Fimages\u002F3-5_117717e0e66\u002F3-5_117717e0e66.png?_i=AA",{"altText":396},{"name":326,"slug":327,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":406},[],[408],{"name":361,"slug":362,"uri":363,"description":243,"postsCount":255},[],{"id":255,"title":411,"date":412,"excerpt":413,"wordCount":414,"uri":415,"slug":416,"cloudinaryAssetId":417,"featuredImageOriginalUrl":418,"featuredImageMetadata":419,"author":420,"categories":422,"relatedPosts":424},"瑞穗下调Circle股票评级，因开放美元联盟威胁稳定币商业模式","2026-07-15 15:23:47","瑞穗因Open USD竞争风险下调Circle股票评级，目标价降至50美元，Baird也同步调降预期。",750,"\u002Fblog\u002Fmizuho-downgrades-circle-nyse-crcl-stock-open-usd-consortium-threatens-stablecoin-business-model","mizuho-downgrades-circle-nyse-crcl-stock-open-usd-consortium-threatens-stablecoin-business-model","images\u002FCRCL-stock-1_11732767401\u002FCRCL-stock-1_11732767401","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784101786\u002Fimages\u002FCRCL-stock-1_11732767401\u002FCRCL-stock-1_11732767401.png?_i=AA",{"altText":411},{"name":389,"slug":390,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":421},[],[423],{"name":361,"slug":362,"uri":363,"description":243,"postsCount":255},[],{"id":255,"title":426,"date":427,"excerpt":428,"wordCount":429,"uri":430,"slug":431,"cloudinaryAssetId":432,"featuredImageOriginalUrl":433,"featuredImageMetadata":434,"author":435,"categories":437,"relatedPosts":442},"纽约梅隆银行股价下滑，因支出预测上升抵消季度盈利超预期","2026-07-17 11:41:00","纽约梅隆银行股价在第二季度财报超出预期后依然下滑，投资者关注点在于该银行上调的支出前景。",793,"\u002Fblog\u002Fbank-of-new-york-mellon-nyse-stock-slips-as-rising-expense-forecast-offsets-quarterly-earnings-beat","bank-of-new-york-mellon-nyse-stock-slips-as-rising-expense-forecast-offsets-quarterly-earnings-beat","images\u002FBNY-stock\u002FBNY-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784198512\u002Fimages\u002FBNY-stock\u002FBNY-stock.png?_i=AA",{"altText":426},{"name":389,"slug":390,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":436},[],[438],{"name":439,"slug":440,"uri":441,"description":243,"postsCount":255},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":255,"title":444,"date":445,"excerpt":446,"wordCount":447,"uri":448,"slug":449,"cloudinaryAssetId":450,"featuredImageOriginalUrl":451,"featuredImageMetadata":452,"author":453,"categories":455,"relatedPosts":457},"直觉外科公司股价暴跌11%，尽管盈利超出预期","2026-07-17 11:01:00","直觉外科公司股价在盘后下跌超过10%，尽管其二季度业绩超出预期，但美国市场的手术量增长显示出放缓迹象。",807,"\u002Fblog\u002Fintuitive-surgical-nasdaq-isrg-stock-tumbles-11-despite-topping-earnings-expectations","intuitive-surgical-nasdaq-isrg-stock-tumbles-11-despite-topping-earnings-expectations","images\u002FISRG-Stock-1\u002FISRG-Stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784274746\u002Fimages\u002FISRG-Stock-1\u002FISRG-Stock-1.png?_i=AA",{"altText":444},{"name":389,"slug":390,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":454},[],[456],{"name":439,"slug":440,"uri":441,"description":243,"postsCount":255},[],{"id":255,"title":459,"date":460,"excerpt":461,"wordCount":462,"uri":463,"slug":464,"cloudinaryAssetId":465,"featuredImageOriginalUrl":466,"featuredImageMetadata":467,"author":468,"categories":470,"relatedPosts":472},"Fastenal第二季度盈利超出预期，自由现金流较市场预估高出111%","2026-07-17 11:00:00","Fastenal的投入资本回报率(ROIC)在丹·弗洛内斯卸任CEO的同一季度创下十年来最佳的低30%水平。以下是TIKR仍认为其有93%上涨空间的原因。",935,"\u002Fblog\u002Ffastenal-beats-q2-earnings-estimates-as-free-cash-flow-tops-street-by-111","fastenal-beats-q2-earnings-estimates-as-free-cash-flow-tops-street-by-111","images\u002FFEATURED-IMAGE-MAKER-1066\u002FFEATURED-IMAGE-MAKER-1066","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784274519\u002Fimages\u002FFEATURED-IMAGE-MAKER-1066\u002FFEATURED-IMAGE-MAKER-1066.png?_i=AA",{"altText":459},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":469},[],[471],{"name":439,"slug":440,"uri":441,"description":243,"postsCount":255},[],{"id":255,"title":474,"date":475,"excerpt":476,"wordCount":477,"uri":478,"slug":479,"cloudinaryAssetId":480,"featuredImageOriginalUrl":481,"featuredImageMetadata":482,"author":483,"categories":485,"relatedPosts":487},"摩根大通股票第二季度业绩超预期，股票交易收入飙升86%","2026-07-17 10:00:00","摩根大通第二季度业绩超出预期，上调了业绩指引，提高了股息，并任命了新的联席总裁。对于2026年的摩根大通股票，接下来会如何发展？",942,"\u002Fblog\u002Fjpmorgan-chase-stock-beats-q2-estimates-as-equities-trading-revenue-surges-86","jpmorgan-chase-stock-beats-q2-estimates-as-equities-trading-revenue-surges-86","images\u002FFEATURED-IMAGE-MAKER-1065\u002FFEATURED-IMAGE-MAKER-1065","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784273311\u002Fimages\u002FFEATURED-IMAGE-MAKER-1065\u002FFEATURED-IMAGE-MAKER-1065.png?_i=AA",{"altText":474},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":484},[],[486],{"name":439,"slug":440,"uri":441,"description":243,"postsCount":255},[],{"id":255,"title":489,"date":490,"excerpt":491,"wordCount":492,"uri":493,"slug":494,"cloudinaryAssetId":495,"featuredImageOriginalUrl":496,"featuredImageMetadata":497,"author":498,"categories":500,"relatedPosts":502},"Netflix股价暴跌9%，第二季度业绩平平令投资者失望","2026-07-17 07:43:06","Netflix股价盘后下跌8%，尽管第二季度业绩符合预期，投资者仍聚焦于用户参与度趋势和业绩指引。",836,"\u002Fblog\u002Fnetflix-nasdaq-stock-plunges-as-flat-q2-results-disappoint-investors","netflix-nasdaq-stock-plunges-as-flat-q2-results-disappoint-investors","images\u002FNFLX-stock-1_1177951a5e4\u002FNFLX-stock-1_1177951a5e4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784270752\u002Fimages\u002FNFLX-stock-1_1177951a5e4\u002FNFLX-stock-1_1177951a5e4.png?_i=AA",{"altText":489},{"name":389,"slug":390,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":499},[],[501],{"name":439,"slug":440,"uri":441,"description":243,"postsCount":255},[],{"id":255,"title":504,"date":505,"excerpt":506,"wordCount":507,"uri":508,"slug":509,"cloudinaryAssetId":510,"featuredImageOriginalUrl":511,"featuredImageMetadata":512,"author":513,"categories":515,"relatedPosts":520},"CVS股票分析：高股息收益率是否值得承担转型风险？","2026-07-16 13:00:00","CVS Health的派息率降至29%，而其季度股息连续八个季度维持在每股0.67美元。股息率则降至2.47%。",1060,"\u002Fblog\u002Fcvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","cvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","images\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784199539\u002Fimages\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058.png?_i=AA",{"altText":504},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":514},[],[516],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},"股息","dividends","\u002Fblog\u002Fcategory\u002Fdividends",[],{"id":255,"title":522,"date":523,"excerpt":524,"wordCount":525,"uri":526,"slug":527,"cloudinaryAssetId":528,"featuredImageOriginalUrl":529,"featuredImageMetadata":530,"author":531,"categories":533,"relatedPosts":535},"CSCO股票分析：思科系统是否是最安全的科技股价值投资选择？","2026-07-16 12:00:00","思科的派息率已从两年前的74%降至49%，尽管其每股股息已升至0.42美元。",1191,"\u002Fblog\u002Fcsco-stock-review-is-cisco-systems-the-safest-tech-value-play","csco-stock-review-is-cisco-systems-the-safest-tech-value-play","images\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784195959\u002Fimages\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057.png?_i=AA",{"altText":522},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":532},[],[534],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},[],{"id":255,"title":537,"date":538,"excerpt":539,"wordCount":540,"uri":541,"slug":542,"cloudinaryAssetId":543,"featuredImageOriginalUrl":544,"featuredImageMetadata":545,"author":546,"categories":548,"relatedPosts":550},"TXN股息：最适合追求派息增长的长期生命周期芯片股","2026-07-16 11:00:00","德州仪器过去12个月的自由现金流达到44亿美元，是去年17亿美元的两倍多。股息随之而来。",1470,"\u002Fblog\u002Ftxn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","txn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","images\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784194373\u002Fimages\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056.png?_i=AA",{"altText":537},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":547},[],[549],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},[],{"id":255,"title":552,"date":553,"excerpt":554,"wordCount":555,"uri":556,"slug":557,"cloudinaryAssetId":558,"featuredImageOriginalUrl":559,"featuredImageMetadata":560,"author":561,"categories":563,"relatedPosts":565},"联合太平洋铁路公司 (UNP) 股票：买入这家铁路股息股背后的护城河","2026-07-16 10:00:00","联合太平洋的派息率目前为48%，调整后每股收益增长9%。其股息具备大多数股票难以企及的增长空间。",1155,"\u002Fblog\u002Funion-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","union-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","images\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784183265\u002Fimages\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055.png?_i=AA",{"altText":552},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":562},[],[564],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},[],{"id":255,"title":567,"date":568,"excerpt":569,"wordCount":570,"uri":571,"slug":572,"cloudinaryAssetId":573,"featuredImageOriginalUrl":574,"featuredImageMetadata":575,"author":576,"categories":578,"relatedPosts":580},"NUE股票股息收益率：为何纽柯钢铁提供独特的周期性保护","2026-07-16 09:00:00","Nucor的派息率在创纪录的700万吨季度产量后刚刚降至17%，股息率目前为1.0%。以下是股息数据所揭示的情况。",1202,"\u002Fblog\u002Fnue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","nue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","images\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784181389\u002Fimages\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054.png?_i=AA",{"altText":567},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":577},[],[579],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},[],{"id":255,"title":582,"date":583,"excerpt":584,"wordCount":270,"uri":585,"slug":586,"cloudinaryAssetId":587,"featuredImageOriginalUrl":588,"featuredImageMetadata":589,"author":590,"categories":592,"relatedPosts":597},"英特尔的转型终于成真，还是投资者应避开的估值陷阱？","2026-07-14 13:51:00","英特尔正寻求真正的东山再起，分头押注设计与晶圆代工业务。以下是如何判断英特尔股票是反转故事还是陷阱。","\u002Fblog\u002Fintel-stock-turnaround-real-or-value-trap-investors","intel-stock-turnaround-real-or-value-trap-investors","images\u002FAVGO-stock-1_11637505260\u002FAVGO-stock-1_11637505260","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1783577235\u002Fimages\u002FAVGO-stock-1_11637505260\u002FAVGO-stock-1_11637505260.png?_i=AA",{"altText":582},{"name":389,"slug":390,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":591},[],[593],{"name":594,"slug":595,"uri":596,"description":243,"postsCount":255},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":599,"date":600,"excerpt":601,"wordCount":602,"uri":603,"slug":604,"cloudinaryAssetId":605,"featuredImageOriginalUrl":606,"featuredImageMetadata":607,"author":608,"categories":610,"relatedPosts":612},"过去一年下跌71%，Wix股票终于值得仔细审视了吗？","2026-07-13 13:50:00","WIX股价较峰值下跌69%，目前交易价格为47美元。到2028年能否达到81美元？以下是模型给出的预测。",1181,"\u002Fblog\u002Fdown-71-from-its-peak-is-wix-nasdaq-stock-undervalued","down-71-from-its-peak-is-wix-nasdaq-stock-undervalued","images\u002FWix-stock_116481b2be8\u002FWix-stock_116481b2be8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1783598340\u002Fimages\u002FWix-stock_116481b2be8\u002FWix-stock_116481b2be8.png?_i=AA",{"altText":599},{"name":389,"slug":390,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":609},[],[611],{"name":594,"slug":595,"uri":596,"description":243,"postsCount":255},[]]