市场研究公司Dell'Oro Group副总裁兼分析师Stefan Pongratz在一份最新的博客中写到，影响2023年下半年的市场低迷一直延续到了2024年上半年。初步调查结果表明，根据Dell'Oro ...

C114讯 北京时间9月20日消息（艾斯）根据市场研究公司Dell'Oro Group的最新报告，2024年第二季度，全球以太网园区交换机市场收入暴跌30%，这是该细分市场连续第三个季度出现同比下降。以太网园区交换机的销售额在2023年第二季度创下历史新高，一年后的同一时期，供应商的处境却更糟了。

Dell Technologies Inc. (NYSE:DELL) 报告称,公司创始人兼首席执行官Michael Dell持有的2650万股A类普通股已转换为同等数量的C类普通股。根据最近的SEC文件披露,此次转换发生在2024年9月16日和17日两天内。 转换完成后,Michael Dell实益拥有2.718亿股A类普通股和3690万股C类普通股。这个数字不包括与Susan Lieberman ...

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周一，Mizuho 对 Dell Technologies Inc. (NYSE:DELL) 启动了覆盖，给予"优于大盘"评级，目标价为 135 美元。这一举动源于生成式 AI 被视为各个市场增长和创新的关键驱动力，导致对 AI 服务器需求增加，而这些服务器对这场技术革命至关重要。 根据 Mizuho 分析师的预测，到 2027 年，AI 服务器市场预计将达到约 4060 亿美元，年复合增长率（C ...

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