美股异动 | 戴尔科技(DELL.US)跌7% 遭大摩下调评级至“减持”

Core Viewpoint - Dell Technologies (DELL.US) experienced a 7% decline in stock price, closing at $124.40, following a downgrade by Morgan Stanley from "Overweight" to "Underweight" and a reduction in target price from $144 to $110, raising concerns about Dell's profit outlook [1] Group 1: Stock Performance - Dell's stock dropped 7% to $124.40 after the downgrade by Morgan Stanley [1] - Morgan Stanley's target price for Dell was lowered from $144 to $110 [1] Group 2: Market Concerns - The report highlighted a significant increase in DRAM spot prices, which surged 260% over the past two months [1] - NAND flash memory prices have risen over 50% since the beginning of the year [1] Group 3: Cost Impact on Dell - DRAM costs account for 10%-70% of the material costs in Dell's high-end products [1] - A 10% increase in storage chip prices could lead to a decline in Dell's gross margin by 45 to 150 basis points [1]