金十图示：2025年04月28日（周一）全球富豪榜 | 12 | Jim Walton & family | 1121亿 | 0 0% | Walmart | | --- | --- | --- | --- | --- | | 13 | 比尔·盖茨 | 1083亿 | 0 0% | 微软 | | 14 | 迈克尔·布隆伯格 | 1047亿 | 0 0% | 剪曲 | | 15 | 爱丽丝·沃尔顿 | 1043亿 | 0 0% | 沃尔玛 | | 16 | 穆克什·安巴尼 | 985亿 | 0 0% | 信实工业 | | 17 | 迈克尔·戴尔 | 983亿 | 0 0% | 戴尔 | | 18 | 黄仁勋 | 972亿 | 0 0% | 英伟达 | | 19 | 卡洛斯·赫鲁家族 | 934亿 | ↑ 1.10亿 0.12% | 卡尔索 | | 20 | 弗朗索瓦·迈耶家族 | 885亿 | 0 0% | 欧莱雅 | | 21 | 朱莉娅·科赫家族 | 742FL | 0 0% | 科氏工业 | | 22 | Charles Koch & family | 675亿 | 0 0% | Koch, Inc. | ...

Core Viewpoint - Dell Technologies is experiencing a challenging 2025, with shares down 28% due to weak quarterly results and the impact of the tariff war on its business prospects [1][5]. Group 1: Tariff Impact - Dell's global supply chain, which includes manufacturing in countries like China, Taiwan, and Vietnam, makes it vulnerable to tariff-related disruptions [2][3]. - The Trump administration has paused reciprocal tariffs for 90 days and exempted certain electronic imports, providing some relief to Dell [3][5]. - Ongoing tariff-related uncertainty is expected to negatively affect Dell's sales and earnings outlook if tariffs on computers and semiconductors are implemented [5][6]. Group 2: Revenue and Earnings Forecast - Dell forecasts an 8% revenue increase in fiscal 2026, aligning with last year's growth, and expects adjusted earnings to grow by 14% to $9.28 per share [8][11]. - Analysts have lowered their earnings growth expectations for Dell for the current and next two fiscal years due to potential tariff impacts [9][11]. Group 3: AI Market Opportunities - The global AI server market is projected to grow nearly sixfold from 2024 to 2030, with Dell targeting $15 billion in AI server sales this fiscal year, a 50% increase from last year [12][13]. - Significant investments in AI infrastructure, such as the $100 billion Stargate Project, are expected to drive demand for Dell's AI servers [13][14]. - Dell's position as the third-largest PC OEM with a 15% market share positions it well to benefit from the growing demand for AI PCs, which are projected to grow significantly by 2030 [14][15]. Group 4: Investment Considerations - Dell's stock is currently trading at an attractive valuation, with a price-to-earnings ratio of 13 times trailing earnings and 9 times forward earnings, suggesting it is undervalued [16].

| 排名 | 名字 | 身价(美元) | 身价变化 | 公司 | | --- | --- | --- | --- | --- | | | 埃隆·马斯克 | 3738亿 | 1 49亿 1.34% | | | 2 | 杰夫·贝佐斯 | 2036亿 | 1 54亿 2.73% | 亚马逊 | | | 马克·扎克伯格 | 1846亿 | 1 44亿 2.44% | Meta | | 4 | 拉里·埃里森 | 1725亿 | 1 69亿 4.19% | 甲骨文 | | 5 | 沃伦·巴菲特 | -0 1657亿 | ↑ 17亿 1.05% | 伯克希尔哈撒韦 | | 6 | 贝尔纳·阿尔诺家族 | 1493亿 | -0.90亿 -0.06% | LVMH | | 7 | 拉里·佩奇 | 1331亿 | ↑ 30亿 2.29% | 谷歌 | | 8 | 谢尔盖·布林 | 1275亿 | 1 28亿 2.24% | 谷歌 | | 9 | 阿曼西奥·奥尔特加 | 1248亿 | 4 -5.25亿 -0.42% | Inditex | | 10 | 史蒂夫·鲍尔默 | 1167亿 | 1 29亿 2.53% | 微软 | | ...

金十图示：2025年04月25日（周五）全球主要科技与互联网公司市值变化 | 台棋电 | 8515 | ↑ 4.04% | 164.18 | | --- | --- | --- | --- | | 特斯拉 | 8358 | 1 3.5% | 259.51 | | 腾讯 | 2581 | + -0.23% | 61.29 | | 奈飞 | 4667 | 1 4.5% | 1096.87 | | 甲骨文 | 3856 | ↑ 4.65% | 137.51 | | SAP SAP | 3224 | ↑ 0.76% | 273.55 | | 阿里巴巴 EL | 2862 | 1 0.27% | 119.29 | | ASML 阿斯麦 | 2654 | ↑ 2.59% | 675 | | 一星 | 2567 | 1 0.27% | 38.92 | | 赛富时 | 2543 | 1 5.68% | 264.7 | | Palantir | 2527 | 1 6.9% | 107.78 | | cisco 思科 | 2239 | ↑ 1.19% | 56.29 | | IEM IBM | 2126 | + -6.58% | ...

今日举办的戴尔科技集团春季新品发布会上，戴尔科技集团全球资深副总裁吴冬梅在与新浪科技沟通 中，提出了AI PC在具体应用中的五大实用价值。并介绍了戴尔从硬件到软件，从算力到连接，从单一 产品到完整生态的产品布局，并据此帮个人和企业客户打造以人为中心、支持AI办公、同时兼顾舒适 性的现代化工作空间。 在吴冬梅看来，"如果将2024年视为AI PC元年，那么进入2025年，随着各种智能应用由概念走向大众生 活，AI PC正迎来迅速成熟的市场阶段。" 文 丨 新浪科技 周文猛 伴随人工智能技术迅速渗透各行各业，从传统制造业的数智化转型升级，到影视、音乐等领域创意生产 力的跃升，再到日常办公、生活和娱乐体验的全面现代化，智能技术正成为推动个人乃至于企业生产力 变革的关键力量。 "AI PC的实用价值，主要体现在五大场景" 随着现代化办公与数字化体验需求的不断升级，AI PC正逐步成为提升办公效率和推动智能体验的重要 终端，逐渐走入大众视野，同时迈向更加成熟的市场扩张阶段。 吴冬梅指出，在具体应用场景中，对于AI PC的价值现阶段主要体现在以下五个主要场景： 第一，基础协作：包括背景虚化、人眼跟踪、智能降噪和实时翻译等 ...

Core Insights - The article discusses the concept of shareholder yield, which combines dividend yield, buyback yield, and debt paydown yield to assess a company's capital allocation and its commitment to returning value to shareholders [1][2][13]. Group 1: Shareholder Yield Overview - Shareholder yield is a comprehensive metric that includes dividend yield, buyback yield, and debt paydown yield, providing insight into how much capital a company returns to its shareholders [1][2]. - Debt paydown yield reflects the reduction of a company's debt relative to its market capitalization, which can enhance shareholder value by making the company appear less risky [2]. Group 2: Company Analyses - **Synchrony Financial**: Achieved a shareholder yield of just under 11% through buybacks (approximately $1 billion, 5.5% buyback yield), dividends (2.1% yield), and a debt paydown yield of 3% with a net debt reduction of over $500 million [4][5][6]. - **Tapestry**: Reported an extraordinary shareholder yield of 55%, with a 2.2% dividend yield, over 14% buyback yield from $1.9 billion in net share repurchases, and a significant debt paydown yield of over 38% after retiring $8.3 billion in debt [7][8][9]. - **Dell Technologies**: Recorded a shareholder yield of just under 10%, with a 2.1% dividend yield, over 5% buyback yield from $3.1 billion in repurchases, and a debt paydown yield of around 2.2% after repaying $10.6 billion in debt [11][12]. Group 3: Market Performance - Synchrony Financial experienced a total return of over 70% in 2024, while Tapestry achieved a total return of over 77% [5][9]. - Dell Technologies faced a challenging 2025, with shares dropping approximately 25% due to tariff impacts on international manufacturing [12].

Dell Technologies (DELL) closed the latest trading day at $85.49, indicating a +0.35% change from the previous session's end. The stock outperformed the S&P 500, which registered a daily loss of 0.17%. On the other hand, the Dow registered a loss of 0.39%, and the technology-centric Nasdaq decreased by 0.05%.The computer and technology services provider's stock has dropped by 12.77% in the past month, falling short of the Computer and Technology sector's loss of 6.26% and the S&P 500's loss of 3.94%.Market ...

For Immediate ReleaseChicago, IL – April 15, 2025 – Today, Zacks Equity Research Equity are Dell Technologies (DELL) and HP (HPQ) .Industry: Computer and TechnologyLink: https://www.zacks.com/commentary/2448493/2-stocks-to-watch-from-the-challenging-computer-industry?art_rec=home-home-investment_ideas_stocks-ID10-txt-2448493The Zacks Computer – Micro Computers industry participants are suffering from waning demand for consumer PCs. Heightened geopolitical challenges, post U.S. President Donald Trump’s decis ...

Tech and electronics stocks are charging higher to kick off the week, following a temporary exemption from President Donald Trump’s reciprocal tariffs. Best Buy Co Inc (NYSE:BBY) and Dell Technologies Inc (NYSE:DELL) are among the biggest beneficiaries, both rallying on news that smartphones, computers, and key components like semiconductors will be excluded from the latest round of trade duties, returning to just the 20% tariff related to the fentanyl crisis. The White House’s move appears to have sparked ...

Group 1: AI Market Overview - The artificial intelligence (AI) revolution is advancing rapidly, significantly impacting global business productivity and creativity despite stock market volatility at the start of 2025 [1] - High-performance data centers are crucial to the AI ecosystem, with Super Micro Computer and Dell Technologies being key players providing essential server equipment and storage hardware [2] Group 2: Supermicro Analysis - Supermicro has shown remarkable growth, with a 1,470% return over the past five years, despite a 66% decline from its 52-week high [3] - The company specializes in rack-scale computer systems that support GPU-based AI chips, leveraging its technical leadership in direct-liquid cooling (DLC) technology for energy efficiency [4] - Supermicro anticipates revenue of $23.5 billion to $25.0 billion in fiscal 2025, representing a 62% year-over-year increase, with a potential path to $40 billion in revenue by next year [5] - The company faced challenges, including a DOJ investigation and auditor resignation, but has since resolved some issues and released an audited report, although uncertainties remain [6] Group 3: Dell Technologies Analysis - Dell Technologies benefits from diversification, generating $96 billion in revenue in fiscal 2025, making it four times larger than Supermicro [8] - The company reported an 8% year-over-year revenue increase, with adjusted EPS rising 10% to $8.14, and its AI servers and networking segment revenue grew 54% annually [9] - Dell's focus on AI-powered PCs positions it well for an anticipated industry-wide replacement cycle for AI-ready devices [10] - Dell shares trade at a forward P/E ratio of 9.2, indicating potential undervaluation compared to Supermicro's 14.3, along with a 2.1% dividend yield supported by strong free cash flow [11][12] Group 4: Investment Considerations - Supermicro is considered the better AI stock due to its specialized focus on AI infrastructure and leadership in liquid cooling solutions, despite being riskier than Dell [13] - The growth outlook for Supermicro may offer more upside potential if regulatory uncertainties are managed effectively [13]