异动解读 | 超微电脑(SMCI)业绩暴跌引发市场动荡

异动解读2024-11-06

知名人工智能服务器制造商超微电脑(SMCI)在5日盘后公布了2025财年第一财季初步业绩数据和第二财季业绩指引,双双低于市场预期,令其股价应声重挫。

数据显示,超微电脑第一季度净销售额约在59亿至60亿美元区间,相当于同比增长178.3%至183%,但仍低于分析师预期的64.7亿美元。调整后每股收益则在0.75至0.76美元,不及0.74美元的预期。

对于下一个季度,超微电脑预计净销售额将在55亿至61亿美元,增长放缓至50.3%至66.7%,并大幅低于分析师预期的67.9亿美元。调整后每股收益也只有0.56至0.65美元,落后分析师预估的0.83美元。

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