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Dell Technologies Inc.

DELLintermediary

Dell Technologies is a leading provider of PCs, servers, storage, and IT infrastructure solutions, with its AI-optimized PowerEdge servers driving significant growth in the data center market.

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产品与营收

产品营收占比

营收构成 ($93.9B)

静态数据（加载实时财务…）

Client Solutions Group (54%)
Infrastructure Solutions Group (42%)
Other (4%)

业务板块构成与主要客户

产品详情

Infrastructure Solutions Group45%

PowerEdge servers, PowerStore storage, and data protection solutions

Client Solutions Group50%

Latitude, OptiPlex, and XPS commercial and consumer PCs

VMware & Other5%

Software and services including Dell Financial Services

供应链关系

合作伙伴

NVIDIA Corporation

AI-optimized GPU servers

影响: Critical — AI server revenue driver

Microsoft Corporation

Windows OS and Azure integration

影响: High — OS and cloud partner

竞争对手

Hewlett Packard Enterprise Company

Enterprise servers and storage

影响: Primary infrastructure competitor

HP Inc.

Commercial PCs and laptops

影响: Primary PC competitor

宏观与市场背景

IT / 소프트웨어行业新闻

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

近期催化剂

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

机构信号

机构操作价值季度申报日期
BlackRockreducing$54M2024.062024-08-13↓
BlackRockreducing$31M2024.062024-08-13↓
BlackRockreducing$18M2024.062024-08-13↓
BlackRockreducing$1M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$43M2024.062024-08-13↓
BlackRockreducing$52M2024.062024-08-13↓
BlackRockaccumulating$530M2024.062024-08-13↑
BlackRockaccumulating$881M2024.062024-08-13↑
BlackRockreducing$74M2024.062024-08-13↓
BlackRockreducing$28M2024.062024-08-13↓
BlackRockreducing$28M2024.062024-08-13↓
BlackRockreducing$63M2024.062024-08-13↓
BlackRockreducing$93K2024.062024-08-13↓
BlackRockaccumulating$168M2024.062024-08-13↑
BlackRockreducing$5M2024.062024-08-13↓
BlackRockaccumulating$75M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockaccumulating$75M2024.062024-08-13↑
Vanguard Groupaccumulating$10K2025.122026-01-29↑
Vanguard Groupaccumulating$83M2025.122026-01-29↑
Vanguard Groupaccumulating$75M2025.122026-01-29↑
Vanguard Groupaccumulating$3.6B2025.122026-01-29↑
Vanguard Groupaccumulating$20M2025.122026-01-29↑
Vanguard Groupaccumulating$215M2025.122026-01-29↑
State Streetaccumulating$1.9B2025.122026-02-13↑
Wellington Managementaccumulating$327M2025.122026-02-17↑
Wellington Managementreducing$553K2025.122026-02-17↓
Wellington Managementaccumulating$12M2025.122026-02-17↑
Wellington Managementreducing$3M2025.122026-02-17↓
Wellington Managementreducing$64K2025.122026-02-17↓
Wellington Managementreducing$22K2025.122026-02-17↓
FMR (Fidelity)accumulating$344M2025.122026-02-17↑
FMR (Fidelity)accumulating$7M2025.122026-02-17↑
FMR (Fidelity)accumulating$55M2025.122026-02-17↑
FMR (Fidelity)accumulating$54M2025.122026-02-17↑
FMR (Fidelity)accumulating$47M2025.122026-02-17↑
FMR (Fidelity)accumulating$972K2025.122026-02-17↑

机构持股情况

13F基准 · Q1 2026
机构变动持股比例上季度持股数市值SEC
Appaloosa Management增持1.00%—18.4M股$740M13F
BlackRock增持3.70%—69.6M股$2,800M13F
Vanguard维持2.90%—54.7M股$2,200M13F
跟踪机构合计持股比例: 7.60%合计市值: $5,740MSEC EDGAR 13F-HR基准 · 45天延迟披露

最新新闻

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AI 分析

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企业信息

总部

Round Rock, Texas, USA

成立时间

1984

员工人数

120,000+

官网

dell.com

新闻盲区评分

盲区评分63
低盲区高盲区

机构活动

76

媒体评分

38

行业概况 — IT / 소프트웨어

行业新闻

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

核心主题

  • •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
  • •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
  • •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화

近期催化剂

  • ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
  • ◆Microsoft Build 컨퍼런스 (2026.05)