超微电脑大跌23%：带崩英伟达梁见后与黄仁勋关系密切

雷递网04-20

雷递网雷建平 4月20日超微电脑（股票代码：SMCI）表示，计划于4月30日收盘后发布第三财季业绩。与最近几个季度不同的是，超微电脑没有提供其业绩的早期预览。截至今日收盘，超微电脑股价为713.65美元，较前一日下跌23%，创两个多月新低；以今日收盘价计算，公司市值仍有417.85亿美元。超微电脑受益于超大规模云服务提供商对人工智能应用服务器的投资。超微电脑股票上个月被纳入标准普尔500指数。...

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4月20日超微电脑（股票代码：SMCI）表示，计划于4月30日收盘后发布第三财季业绩。与最近几个季度不同的是，超微电脑没有提供其业绩的早期预览。截至今日收盘，超微电脑股价为713.65美元，较前一日下跌23%，创两个多月新低；以今日收盘价计算，公司市值仍有417.85亿美元。超微电脑受益于超大规模云服务提供商对人工智能应用服务器的投资。超微电脑股票上个月被纳入标准普尔500指数。2024年1月19日，超微公司公布财报。财报显示，超微公司2023年第四季度营收为36.65亿美元，较上年同期的18亿美元增长104%；毛利为5.64亿美元，上年同期的毛利为3.37亿美元。超微电脑2023年第四季度运营利润为3.71亿美元，上年同期的运营利润为21.5亿美元；净利为2.96亿美元，上年同期的净利为1.76亿美元。超微电脑在第二财季收益报告公布初步业绩后，公司股价飙升35.9%，收于423.36美元，这引发了一轮上涨，最终于3月8日达到1229美元的峰值。超微电脑主攻高性能服务器，产品包括服务器、存储系统、网络交换器到软件，用于网站服务器、数据存储和AI训练等业务，是全球前三大服务器大厂之一，英伟达为其主要客户。随着超微电脑过去两年股价持续大涨，“最牛AI股”的名号就此打响，超微电脑与英伟达均位于美国硅谷，两公司总部相距约16公里，仅15分钟车程。随着AI的火热，超微电脑创始人梁见后晋升亿万富豪，与黄仁勋、苏姿丰一道成为引领本轮AI热潮的三位华人。梁见后与英伟达创始人黄仁勋一样，均出生于中国台湾南部，相差五岁，不同的是，梁见后是土生土长的中国台湾人，其毕业于台北工专的电机工程科（台北科技大学的前身）。工专毕业后，梁见后赴美深造，再取得德州大学阿灵顿分校电机工程硕士。黄仁勋则是从小便移民美国，在美国长大。超微电脑与英伟达合作也很多。黄仁勋曾公开感谢梁见后在英伟达创业初期的支持，表示两人交情超15年，早在云端运算刚发展时，就一起打造服务器，“当时，除了梁见后之外，没有人相信加速运算。”英伟达也一直与超微电脑合作。随着ChatGPT横空出世，生成式AI巨大的算力需求让英伟达成为炙手可热的AI牛股，英伟达仍多次在公开场合称赞超微电脑的产品。在出席2023年台北国际计算机展（Computex）时，黄仁勋替梁见后站台，两人在舞台上亲密互动，梁见后摸头确认其是否为真人，并向黄仁勋伸手要芯片，可见两人关系很密切。也难怪此次超微电脑大跌后，英伟达股价也被带崩，直接下跌10%，市值跌破2万亿美元，蒸发超过2100亿美元。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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超微电脑大跌23%：带崩英伟达 梁见后与黄仁勋关系密切

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超微电脑大跌23%：带崩英伟达梁见后与黄仁勋关系密切