Dell Technologies Inc. (NYSE:DELL) Corporate Sustainability Investor Call July 31, 2024 4:00 PM ET Company Participants Hall Butler – Senior Director-Investor Relations Cassandra Garber – Vice President and Head-Corporate Sustainability and ESG Alyson Freeman – Customer Innovation Lead, Corporate Sustainability and ESG Conference Call Participants Hall Butler Hello, everyone, and welcome to our Fifth Annual Investor Call Covering Dell Technologies Corporate Sustainability. I'm Hall Butler, Senior Director o ...

会议主要讨论的核心内容 公司治理 - 公司建立了独立董事长角色,并选举艾伦·库尔曼担任该角色,增强了董事会的独立性 [8][9][10] - 公司董事会委员会全部由独立董事组成,提高了公司治理水平 [8] - 公司不断完善代理声明披露,增强与利益相关方的沟通 [12] 可持续发展战略 - 公司将可持续发展和ESG工作纳入公司整体战略,建立了完善的治理框架 [13][14][15][16][17][18][19][20][21] - 公司围绕6个优先影响领域开展可持续发展工作,包括应对气候变化、推进循环经济、打造包容性劳动力等 [27][28][29][30][31] - 公司制定了9个可持续发展目标,并定期向董事会汇报进展 [32][36] 可持续数据中心 - 公司通过提供数据中心咨询服务、能效管理软件、冷却技术等,帮助客户实现数据中心的可持续转型 [49][50][51][52][53][54][55][56][57][58][59][60] - 公司还提供设备回收和更新服务,帮助客户负责任地处理旧设备,实现循环利用 [63][64][65][66] 第三方认证 - 公司获得了多项第三方可持续发展认证,如EcoVadis白金奖、世界最具道德企业等 [68] - 公司还获得了数字包容、供应链等方面的奖项,体现了公司在多个ESG领域的卓越表现 [39][68] [2][3][8][9][10][12][13][14][15][16][17][18][19][20][21][27][28][29][30][31][32][36][39][49][50][51][52][53][54][55][56][57][58][59][60][63][64][65][66][68] 问答环节重要的提问和回答 关于范围3目标和AI能源影响 - 公司调整了目标设定方式,从强度目标转为绝对目标,以更好地支持巴黎协定目标 [71][72][73] - 公司认为AI对能源消耗的影响是一个重要问题,正在与客户就如何优化AI应用、提高能效进行沟通 [74][75][76][77] 关于电子废弃物和数据中心设备回收 - 公司提供设备回收和更新服务,帮助客户负责任地处理旧设备,实现循环利用 [83][84] 关于多类别股权结构 - 公司认为当前的多类别股权结构有利于公司长期价值创造,不考虑取消或设置期限 [88][89][90] 关于AI的社会影响 - 公司正在将AI培训纳入数字包容项目,帮助弱势群体获得AI技能,缩小数字鸿沟 [101][102][103][104][105][106][107] - 公司还利用AI技术加速气候变化等领域的研究,发挥AI在可持续发展中的作用 [103][104][105] 关于2030年目标 - 公司仍然坚定实现2030年目标的决心,但需要根据AI等因素的影响进行调整 [120][121][122] [71][72][73][74][75][76][77][83][84][88][89][90][101][102][103][104][105][106][107][120][121][122]

文章核心观点 - 虽然表面上看起来一些证券价格较低,但并不意味着它们就是被低估的 [1][2] - 存在一些大型、知名的企业其股票价格被低估,值得投资者关注 [3] 行业和公司总结 汽车行业 - 通用汽车(GM)面临电动车转型的竞争压力,但其核心业务有望保持增长 [5][6][7] 食品饮料行业 - 克拉夫特亨氏(KHC)作为知名食品饮料企业,其股价有望回升至之前的估值水平 [9][10][11] - 系科(SYY)作为全球食品分销巨头,随着经济活动恢复或将受益 [13][14][15] 科技行业 - 戴尔(DELL)受AI热潮影响股价上涨,但近期有所下跌,或成为被低估的股票 [17][18][19][20] 零售行业 - 美元普通(DG)作为折扣店运营商,在通胀和高借贷成本环境下或将受益 [22][23][24] - 拼多多(PDD)作为中国电商平台,业绩有望大幅增长,估值相对较低 [26][27][28] 汽车零部件行业 - LKQ作为替代和特殊汽车零部件供应商,凭借消费者节约成本需求或有增长潜力 [30][31][32]

The rout in technology stocks continues with the Nasdaq Composite index recently falling 3% in a single trading session and experiencing its worst selloff in nearly two years. With interest rates expected to be lowered starting this September, investors are shifting capital into small-cap stocks and value names that are likely to benefit from a reduction in borrowing costs.While the decline in tech stocks is jarring, it’s important to remember that it is opening up opportunities for investors to buy shares ...

The latest trading session saw Dell Technologies (DELL) ending at $113.56, denoting a +1.91% adjustment from its last day's close. The stock exceeded the S&P 500, which registered a gain of 1.11% for the day. Meanwhile, the Dow gained 1.64%, and the Nasdaq, a tech-heavy index, added 1.03%.Coming into today, shares of the computer and technology services provider had lost 20.08% in the past month. In that same time, the Computer and Technology sector lost 5.32%, while the S&P 500 lost 1.16%.Market participan ...

Lina Moiseienko Computers are stupid. They never did, do not now, and will not ever “think.” All they can ever do is recognize and react to the difference between electric current being “on” or “off.” In machine language, this is expressed as “1” or “0.” This is so even with AI. Don’t take my word for that. Here’s how ChatGPT 4o (the public poster child for AI) puts it: While the conceptual and algorithmic foundations of AI involve complex mathematical and statistical methods, the implementation of thes ...

There are many great reasons to buy Dell Technologies (NYSE:DELL) stock, especially with the share price having pulled back in recent months. Dell stock has fallen nearly 30% since it hit a 52-week high at the end of May this year. The share price declined after the company's first-quarter financial results raised concerns about the profitability of Dell's servers that are used to run artificial intelligence (AI) applications and models. Those concerns overshadowed what was otherwise a strong print from the ...

文章核心观点 - 戴尔科技将于7月31日召开企业可持续发展战略的电话会议 [1][2] - 会议演讲嘉宾包括公司可持续发展和ESG部门的副总裁、客户创新主管和投资者关系高级总监 [1] - 会议直播和回放将在戴尔科技的投资者关系页面提供 [2] - 戴尔科技是一家提供广泛创新技术和服务的公司,致力于帮助客户构建数字化未来,改变工作、生活和娱乐方式 [3] 公司概况 - 戴尔科技是一家上市公司,股票代码为NYSE: DELL [3] - 公司提供行业最广泛和最创新的技术和服务组合,以满足人工智能时代的需求 [3] 企业可持续发展 - 公司将召开电话会议,讨论企业可持续发展战略 [1][2] - 会议演讲嘉宾来自公司可持续发展和ESG部门 [1]

Wall Street investors are looking for potential gains in niche segments, such as consumer tech stocks, especially this earnings season. Consumer technology, encompassing devices and software for the general public, has a profound history of transforming our lives. From earlier innovations like the microwave and transistor radios to today’s smartphones and Internet of Things (IoT) devices, consumer tech has driven a technological revolution.The global consumer tech market is on an upward trajectory, with spe ...

Dell Technologies (DELL) shares have dropped 11% in a week. Its prospects have suffered from sluggish PC sales, as well as reports that the U.S. administration will tighten trade restrictions on the chip industry due to China concerns.Per IDC’s latest report, DELL is the only vendor that witnessed a shipment decline in the second quarter of 2024. Apple’s (AAPL) 20.8% estimated year-over-year shipment growth rate is the largest in IDC’s vendor list, followed by Acer Group, Lenovo and HP (HPQ) , whose shipmen ...