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·克莱默赞扬了巴克莱升级戴尔科技公司（纽交所：DELL）的举动，认为卖出行情已经运行完毕。
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.
发生了什么：巴克莱分析师Tim Long将戴尔从轻仓升级到相等仓，并设定了97美元的目标价，指出"人工智能炒作"已经冲淡了名称，从而减少了下行风险。
Tuesday on CNBC's "Squawk On The Street," Cramer said he's been waiting for an analyst note like the one from Barclays.
周二在CNBC的"街头直播"节目中，克拉默表示，他一直在等待类似巴克莱的分析师注释。
"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.
克拉默说:"历史上，当这个公司被打击之后，你想买这个公司。不管怎样，这样做是对的，所以我同意巴克莱。这支股票应该在这里买入。"
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股价在过去一个月中下跌约25%。克拉默强调了Dell低的市盈率，目前约为12，根据财经数据分析公司Benzinga Pro的数据。
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.
克拉默提醒听众，Nvidia公司（纳斯达克上市公司NVDA）的GTC 2024活动中，Nvidia首席执行官Jensen Huang单独提到了Dell CEO Michael Dell作为与之交易的推荐人。
"So I think Dell is a good idea here. I really do," Cramer said.
克拉默表示:"所以我认为Dell在此时是一个不错的选择。"
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，巴克莱本周没有在其新客户通知中提高其估值。他继续说道，无论如何，他会在目前的水平下买入Dell的股票，鉴于其在人工智能领域的定位。
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.
他说其他人工智能玩家面临着定价压力，但Dell在提供服务领域发挥作用，重申Dell公司正在做着"出色的工作"，并在企业界拥有"优秀的联系"。
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.
戴尔和Nvidia都将在8月底公布第二季度财务业绩。据Benzinga Pro的数据显示，Dell的预计收益为每股1.68美元，营业收入为241.39亿美元，而Nvidia的预计收益为每股64美分，营业收入为284.64亿美元。
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.
尽管最近下跌，Dell股票年初以来上涨约31%。据Benzinga Pro数据，该股票上涨5.37%，在周二的发表时间交易价格为100.41美元。
Photo: Shutterstock.
照片：shutterstock。