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$DELL

BULLISH2026-06-01
Price around the call
↑ 2026-06-01
By horizon✗ miss-7.7%
1d
✗ -2.6%
5d
✗ -9.3%
21d
✗ -7.7%
Original post
老白 | Trader🐮 · 2026-06-01

🚨“总统关系指数”飙升,戴尔 $Dell 三年10倍的背后,隐藏再来10倍的财富密码? 过去三年最离谱的美股,不是英伟达, 不是Palantir。 而是戴尔。时间回到2022年, 市场觉得它是个快死掉的PC公司。 2026年,股价从30美元涨到317美元, 暴涨超过10倍。 但真正让我震惊的不是AI, 而是另一条隐藏线—— 2025年12月,Michael Dell向特朗普签名法案捐赠62.5亿美元。 2026年5月,特朗普在白宫公开喊话: “Go out and buy a Dell.” 戴尔当天暴涨,随后五角大楼送出97亿美元大单, 财报公布后股价再涨近40%。 华尔街都在讨论AI服务器订单。 我看到的却是另一件事, 美股正在出现一种全新的估值模型。 过去分析师研究的是: 营收、利润、现金流、护城河。 现在可能还要加一项:总统关系指数。 当一家公司的估值,同时由AI需求和白宫态度决定时,CEO最重要的资产,可能不再是工厂, 不再是专利,而是手机通讯录。 戴尔最大的产品或许不是服务器。 而是Michael Dell与白宫之间那条直线。 如果这是真的,那么未来几年最赚钱的赛道, 可能不是AI,而是政治AI。 接下来问题就是,仅靠政治AI, 戴尔能撑起再来10倍的股价逻辑吗?👇

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