戴尔上调长期收入增长预测，路透社提示竞争加剧对利润率构成压力

Core Insights - Dell Technologies has raised its long-term revenue and profit growth forecasts, with expected annual revenue compound growth rate increasing from 3%-4% to 7%-9%, driven by demand for AI products [1] - The company has nearly doubled its adjusted annual earnings per share growth forecast from 8% to at least 15% [1] - A strong personal computer upgrade cycle is anticipated as Microsoft ends support for Windows 10, benefiting PC manufacturers like Dell [1] Group 1 - The demand for AI and the company's offerings for large-scale deployment of intelligent computing, storage, and networking are key drivers of growth [1] - Despite strong demand for AI servers boosting revenue, increased competition and rising production costs are putting pressure on profit margins, raising investor concerns [3]