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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
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UID:evt-dell-bofa-tech-2026@catalyst-calendar.local
DTSTAMP:20260601T102334Z
DTSTART:20260602T154000Z
DTEND:20260602T161000Z
SUMMARY:BofA 2026全球科技会议半导体与AI硬件产业链观察窗口
DESCRIPTION:BofA全球科技会议集中覆盖AI算力、半导体设备、模拟芯片、服务器和资本开支评论；相关参会公司和产业链标的已合并到影响标的中：NVDA\, DELL\, AMAT\, ADI\, QQQ\, TSM\, SMCI\, AMD。\\nImpact score: 81\\nExpected: 市场关注AI服务器收入、订单积压、GPU供应、系统毛利率和全年收入指引可信度。\\nAffected: NVDA(subject\, unknown\, score 78)\; DELL(subject\, unknown\, score 72)\; AMAT(subject\, unknown\, score 64)\; SOXX(etf\, mixed\, score 64)\; AVGO(peer\, mixed\, score 62)\; ADI(subject\, unknown\, score 58)\\nSources: Dell Technologies IR events page: https://delltechnologies.gcs-web.com/\\nDell Technologies IR press release: https://www.businesswire.com/news/home/20260521822083/en/Dell-Technologies-to-Present-at-Investor-Conference-in-June\\nApplied Materials investor conference announcement: https://investors.appliedmaterials.com/node/29161/pdf\\nAnalog Devices press release: https://www.analog.com/en/newsroom/press-releases/2026/5-21-2026-adi-participate-in-bank-of-america-global-tech-conf.html\\nNVIDIA IR event: https://investor.nvidia.com/events-and-presentations/events-and-presentations/event-details/2026/BofA-Securities-Global-Technology-Conference-2026-2026-MJH1Ebjp0z/default.aspx\\nDell Technologies event page: https://investors.delltechnologies.com/events/event-details/dell-technologies-bank-america-global-technology-conference\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-dell-bofa-tech-2026
CATEGORIES:conference\,US\,AI server\,infrastructure\,conference\,OEM\,investor_day\,semicap\,AI capex\,analog semiconductors\,guidance\,AI\,data center\,GPU\,BofA Global Technology\,AI服务器\,数据中心
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DESCRIPTION:Review catalyst preview: BofA 2026全球科技会议半导体与AI硬件产业链观察窗口
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DESCRIPTION:Complete post-event review: BofA 2026全球科技会议半导体与AI硬件产业链观察窗口
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