内存价格暴涨或将在未来数季更猛烈冲击戴尔的PC与服务器业务

Cnbeta.com.tw - 29 maja 2026

内存价格暴涨或将在未来数季更猛烈冲击戴尔的PC与服务器业务

投资银行瑞银近日在一份研报中警告称，受高带宽内存（HBM）和DRAM在人工智能GPU领域需求飙升带动，全球内存市场持续趋紧，其价格在部分地区已累计上涨逾400%，这股涨价压力预计将在今年下半年至2027年一季度更明显地传导至戴尔的PC与服务器业务。瑞银同时将戴尔目标股价从243美元大幅上调至440美元，并上调了该公司2027与2028财年的盈利预期，认为AI服务器的强劲增长足以抵消部分由“内存危机”引发的成本冲击。瑞银的最新覆盖出现在戴尔公布截至本财年第一季度业绩之后。该季度戴尔实现营收438.4亿美元，每股…

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