Schwab Network 对 $HPE 的判断变化

频道资料 →本频道有 18 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citigroup、Citizens、Daiwa、Goldman Sachs、JP Morgan Chase、JPMorgan、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal、Wells Fargo共 4 条
2026-10-02看涨
《Friday's First Moves: NVDA Top Pick, HPE Upgrade, ON/SYNA Merger Update》Daiwa
大和证券将其评级上调至跑赢大盘,目标价上调至75,理由是网络业务增长走强及利润率扩张前景。

HPE 本周已多次出现在新闻中,而且后续还有更多消息。好,接下来我们谈谈 HPE。这些股票正在上涨,早盘交易中目前涨幅已超过 4%。

HPE has been in the news several times this week, and there's more to come. Okay, let's move on to talking about HPE. Those stocks are rising, gaining more than 4% now in early trading.

这是基于 Daiwa 的乐观展望,抱歉,是来自 Daiwa。Daiwa 将 HPE 股票的评级从“中性”上调至“跑赢大盘”。它还将目标价从 65 上调至 75。

This comes based on an optimistic outlook, excuse me, from Daiwa. Daiwa raised its rating on HPE stock from "neutral" to "outperform". It also increased its price target from 65 to 75.

2026-09-14看涨
《Matthew Caruso on AI Safety Selloff "Overreaction," Picks AMD, DELL & HPE》
HPE 是布局 AI 基础设施增长的良好投资标的,其受益于整体部署而非特定模型赢家。

整个板块,不只是 Dell 本身,如果你看看 HPE,如果你看看 AVT,所有为 AI 交易提供大量组件的公司,关于谁将成为赢家模式有那么多讨论,但这项业务的组成部分似乎仍然非常强劲。所以那里肯定有大量的吸筹。

uh that whole group, not just Dell itself, if you look at HPE, if you look at AVT, everything that's supplying a lot of the components of the AI trade, which there's so much discussion of who the winning model will be, it seems like the components of of of that business are still very strong.

So there's definitely a lot of accumulation there

2026-09-03看涨
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2026-09-03看跌
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