「新股神」Serenity：若错过戴尔行情，可关注市场尚未充分定价的上游供应商机会
BlockBeats 消息，5 月 30 日，「新股神」Serenity 发文表示，特朗普今年已多次公开提及戴尔（Dell），且其本人曾购入价值 100 万至 500 万美元的戴尔股票。在经历英特尔后，其实应该能预见到戴尔会交出一份远超预期的财报。
Serenity 认为，在戴尔业绩超预期后，市场关注点或将转向其上游供应链。他表示，若投资者认为已错过戴尔行情，仍可关注相关上游供应商，因为市场可能尚未充分计价戴尔业绩增长带来的潜在受益者。
据 Bitget 数据显示，戴尔涨超 28%，暂报 407.88 美元，第一财季业绩远超预期。
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