巴克莱：超微电脑AI服务器业务“能见度有限”，予“中性”评级

智通财经2025-02-28

智通财经APP获悉，周四，巴克莱银行恢复了对超微电脑(SMCI.US)的评级，并对这家人工智能服务器公司表示谨慎，理由是人工智能服务器业务构建的“能见度有限”，特别是与英伟达(NVDA.US)的Blackwell产品有关。巴克莱分析师George Wang对该股的评级为中性，目标价为59美元。Wang在给客户的一份报告中写道：“虽然我们认识到(超微电脑)在人工智能服务器和直接液体冷却领域的领导地位...

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