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Dell Technologies Inc.
DELLintermediaryDell 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.
產品與營收
產品營收佔比
營收結構 ($93.9B)
靜態數據（加載即時財務…）
Client Solutions Group (54%)
Infrastructure Solutions Group (42%)
Other (4%)
業務部門構成與主要客戶
產品詳情
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
供應鏈關係
合作夥伴
宏觀與市場背景
IT / 소프트웨어行業新聞
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
近期催化劑
◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| BlackRock | reducing | $54M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $31M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $18M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $43M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $52M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $530M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $881M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $74M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $28M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $28M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $63M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $93K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $168M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $75M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $75M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $10K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $83M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $75M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $3.6B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $20M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $215M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $1.9B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $327M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $553K | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $12M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $3M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $64K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $22K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $344M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $7M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $55M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $54M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $47M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $972K | 2025.12 | 2026-02-17↑ |
機構持股狀況
13F基準 · Q1 2026| 機構 | 變動 | 持股比例 | 上季度 | 持股數 | 市值 | SEC |
|---|---|---|---|---|---|---|
| Appaloosa Management | 增持 | 1.00% | — | 18.4M股 | $740M | 13F |
| BlackRock | 增持 | 3.70% | — | 69.6M股 | $2,800M | 13F |
| Vanguard | 維持 | 2.90% | — | 54.7M股 | $2,200M | 13F |
追蹤機構合計持股比例: 7.60%合計市值: $5,740MSEC EDGAR 13F-HR基準 · 45天延遲披露
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企業資訊
新聞盲區評分
盲區評分63
低盲區高盲區
機構活動
76
媒體評分
38
行業概況 — IT / 소프트웨어
行業新聞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
核心主題
- •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
- •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
- •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화
近期催化劑
- ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
- ◆Microsoft Build 컨퍼런스 (2026.05)