There are new developments in the chip and server markets. A leading investment bank analyst recently upgraded Dell's rating to Overweight, with a target price set at $148. The reasons are actually simple—strong growth in AI server orders, stable profit margins, expanding market space for enterprise storage and servers, plus the company has been strictly controlling operating costs. This combination of factors indicates that the business opportunities in technology infrastructure are still being continuously unlocked. For traders focusing on industry chain opportunities, such signals are worth keeping in view.