伯恩斯坦：戴爾當前的增長已經從單一AI服務器擴展到傳統服務器和存儲，AI基礎設施需求正在帶動整個數據中心硬件組合，同時規模擴大和產品結構改善明顯提高利潤率。 因此上調戴爾目標價至650美元，此前爲500美元，評級爲跑贏大市，預計2028財年估值達到EPS的22倍，2029財年達到EPS的19倍。

美聯儲威廉姆斯：未看到關稅對通脹的二次影響。

At the 2026 World Power Battery Conference in Yibin, Sichuan, MIIT Vice Minister Xiong Jijun said the ministry will boost tech innovation and support upstream and downstream stakeholders to accelerate R&D and application of all‑solid‑state, sodium‑ion and lithium‑metal batteries, as well as new material systems and new process/structure technologies, to raise power-battery energy density, safety and durability. He also said MIIT will accelerate the development of standards covering battery safety, cycle life, carbon footprint and recycling, push alignment with international standards, and strengthen inspections of implementation to lift quality and competitiveness.