戴尔此次发布"长期财务框架"，预计未来四年营收年均增长率将达7%至9%，剔除部分项目后的每股收 益(EPS)年均增幅则不低于15%。回溯2023年，该公司曾预计营收增长率为3%至4%，调整后每股收益增 幅不低于8%。 智通财经APP获悉，周三，戴尔科技(DELL.US)涨8%，报163.03美元。消息面上，戴尔科技将未来四年 的营收与利润增长预期近乎翻倍，并表示人工智能(AI)产品需求将推动这一高增长预期至少延续至2030 财年。 ...

Group 1: Market Overview - The U.S. stock market has declined for four consecutive trading days, with the S&P 500 index closing down 0.2% and the Nasdaq 100 index down 0.6% [1] - The Federal Reserve's latest meeting minutes indicate that officials are more concerned about inflation risks than labor market issues, prompting a shift from high-valuation tech stocks to lower-risk sectors [1] - The S&P 500 index has dropped approximately 1.1% over the past four trading days, resulting in a market capitalization loss of about $660 billion [4] Group 2: Technology Sector Insights - The technology sector is experiencing a necessary adjustment, with investors advised to selectively choose stocks rather than broadly investing in the sector [3] - Concerns have been raised about the high valuations of tech giants, with the S&P 500's expected price-to-earnings ratio at 24 times, significantly higher than its equal-weighted version [4] - Some investment firms have slightly reduced their holdings in tech stocks while increasing investments in real estate, indicating a strategic shift rather than a complete exit from the tech sector [7] Group 3: Consumer Sector Performance - The consumer sector is showing mixed results, with companies like Target reporting disappointing earnings while others like TJX Companies have raised their full-year profit guidance [7] - Economic pressures such as slowing job growth and the resumption of student loan repayments are expected to impact consumer spending negatively [7]