Jim Cramer Calls The Bottom On Dell Technologies Stock, Highlights Strong Relationship With Nvidia: 'This Stock Should Be Bought Right Here'
Jim Cramer Calls The Bottom On Dell Technologies Stock, Highlights Strong Relationship With Nvidia: 'This Stock Should Be Bought Right Here'
Jim Cramer applauded Barclay's upgrade of Dell Technologies Inc (NYSE:DELL) on Tuesday as he believes the sell-off has run its course.
吉姆·克萊默讚揚了巴克萊升級戴爾科技公司（紐交所：DELL）的舉動，認爲賣出行情已經運行完畢。
What Happened: Barclays analyst Tim Long upgraded Dell from Underweight to Equal-Weight and set a price target of $97, noting that much of the "AI hype" has been washed out of the name, minimizing the downside risk.
發生了什麼：巴克萊分析師Tim Long將戴爾從輕倉升級到相等倉，並設定了97美元的目標價，指出"人工智能炒作"已經沖淡了名稱，從而減少了下行風險。
Tuesday on CNBC's "Squawk On The Street," Cramer said he's been waiting for an analyst note like the one from Barclays.
週二在CNBC的"街頭直播"節目中，克拉默表示，他一直在等待類似巴克萊的分析師註釋。
"Historically, you want to buy this company after it's been hammered. Regardless, it's just been right to do that, so I agree with Barclays. This stock should be bought right here," Cramer said.
克拉默說:"歷史上，當這個公司被打擊之後，你想買這個公司。不管怎樣，這樣做是對的，所以我同意巴克萊。這支股票應該在這裏買入。"
Dell shares are down about 25% over the past month. Cramer highlighted Dell's low price-to-earnings ratio, which currently sits around 12, according to Benzinga Pro.
Dell股價在過去一個月中下跌約25%。克拉默強調了Dell低的市盈率，目前約爲12，根據財經數據分析公司Benzinga Pro的數據。
Cramer reminded listeners that Dell CEO Michael Dell was "singled out" at NVIDIA Corp's (NASDAQ:NVDA) GTC 2024 event by Nvidia CEO Jensen Huang as the recommended person to do business with.
克拉默提醒聽衆，Nvidia公司（納斯達克上市公司NVDA）的GTC 2024活動中，Nvidia首席執行官Jensen Huang單獨提到了Dell CEO Michael Dell作爲與之交易的推薦人。
"So I think Dell is a good idea here. I really do," Cramer said.
克拉默表示:"所以我認爲Dell在此時是一個不錯的選擇。"
Cramer noted Barclays didn't raise its estimates in its new note to clients this week. He went on to say that he would buy Dell stock at current levels regardless given its positioning in the AI space.
克拉默指出，巴克萊本週沒有在其新客戶通知中提高其估值。他繼續說道，無論如何，他會在目前的水平下買入Dell的股票，鑑於其在人工智能領域的定位。
Other AI players are facing pricing pressures but Dell plays in the services realm, he said, reiterating that the company is doing a "fantastic job" and has "great contacts" in the enterprise.
他說其他人工智能玩家面臨着定價壓力，但Dell在提供服務領域發揮作用，重申Dell公司正在做着"出色的工作"，並在企業界擁有"優秀的聯繫"。
Both Dell and Nvidia are due to report second-quarter financial results at the end of August. Dell is expected to report earnings of $1.68 per share and revenue of $24.139 billion, while Nvidia is expected to report earnings of 64 cents per share and revenue of $28.464 billion, according to estimates from Benzinga Pro.
戴爾和Nvidia都將在8月底公佈第二季度財務業績。據Benzinga Pro的數據顯示，Dell的預計收益爲每股1.68美元，營業收入爲241.39億美元，而Nvidia的預計收益爲每股64美分，營業收入爲284.64億美元。
DELL Price Action: Despite the recent fall, Dell shares are up about 31% year-to-date. The stock was up 5.37%, trading at $100.41 at the time of publication Tuesday, according to Benzinga Pro.
儘管最近下跌，Dell股票年初以來上漲約31%。據Benzinga Pro數據，該股票上漲5.37%，在週二的發表時間交易價格爲100.41美元。
Photo: Shutterstock.
照片：shutterstock。
譯文內容由第三人軟體翻譯。