smci再上1200做空

$超微电脑(SMCI)$ 在里面的人不怕么，这再怎么弄也就是个组装厂啊[捂脸]短短时间就涨了十几倍，大股东，机构，高管，员工，套现的愿望估计极其强烈。很多时候过了这个村就没这个店了。他们也知道，这不是 $英伟达(NVDA)$谨慎观望再上1200 考虑少量做空

英伟达股价下跌，绩前能回调到多少价位？

美股三大指数集体收跌，英伟达跌近4%，【下周英伟达发布财报，你希望绩前英伟达回调到什么价位？本次财报后英伟达能否大涨？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

老当益壮铁树开花
03-14
老当益壮铁树开花
超微电脑可能有机构在做市值管理，所以不建议做短期PUT，可以考虑远期价外PUT。目前看超微电脑的资产负债表和现金流量表似乎很有问题，理论上AI服务器这么好卖应该是供不应求，但是存货却大量增加，应收账款也大幅增加，潜在可能是人造繁荣和危急并存，就看下个季度财报是继续硬撑还是提前暴雷？
- 老当益壮铁树开花:
  而且现金流量表也似乎危机重重，理论上发债和增发的15亿应该有很好的现金流表现，但实际上现金流却依然紧张依旧，钱哪里去了？
火火兔爸
03-14
火火兔爸
感谢空头！正因为有你们才能赚更多差价

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":284146869805072,"tweetId":"284146869805072","gmtCreate":1710388170379,"gmtModify":1710408160771,"author":{"id":9000000000000267,"idStr":"9000000000000267","authorId":9000000000000267,"authorIdStr":"9000000000000267","name":"木匠精神买股","avatar":"https://static.tigerbbs.com/423b080d1d1b220cea6e68b5a9678098","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[{"themeId":"e6c3b9d055e246edb3c48a9d63d9e0ac","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达股价下跌，绩前能回调到多少价位？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":e6c3b9d055e246edb3c48a9d63d9e0ac}&rnconfig={\"headerBarHidden\": true}","description":"美股三大指数集体收跌，英伟达跌近4%，【下周英伟达发布财报，你希望绩前英伟达回调到什么价位？本次财报后英伟达能否大涨？】","image":"https://static.tigerbbs.com/f40d4c9ce2b914622d5bc108dd736592"}],"images":[{"img":"https://static.tigerbbs.com/aaca8924b65b33e673768a7b38d6a188","width":"2426","height":"1976"}],"coverImages":[{"img":"https://static.tigerbbs.com/aaca8924b65b33e673768a7b38d6a188","width":"2426","height":"1976"}],"title":"smci再上1200做空","html":"<html><head></head><body><a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"超微电脑\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 在里面的人不怕么，这再怎么弄也就是个组装厂啊[捂脸]短短时间就涨了十几倍，大股东，机构，高管，员工，套现的愿望估计极其强烈。很多时候过了这个村就没这个店了。他们也知道，这不是 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>谨慎观望 再上1200 考虑少量做空<img src=\"https://static.tigerbbs.com/aaca8924b65b33e673768a7b38d6a188\" tg-width=\"2426\" tg-height=\"1976\"></body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"超微电脑\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 在里面的人不怕么，这再怎么弄也就是个组装厂啊[捂脸]短短时间就涨了十几倍，大股东，机构，高管，员工，套现的愿望估计极其强烈。很多时候过了这个村就没这个店了。他们也知道，这不是 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>谨慎观望 再上1200 考虑少量做空<img src=\"https://static.tigerbbs.com/aaca8924b65b33e673768a7b38d6a188\" tg-width=\"2426\" tg-height=\"1976\"></body></html>","text":"$超微电脑(SMCI)$ 在里面的人不怕么，这再怎么弄也就是个组装厂啊[捂脸]短短时间就涨了十几倍，大股东，机构，高管，员工，套现的愿望估计极其强烈。很多时候过了这个村就没这个店了。他们也知道，这不是 $英伟达(NVDA)$谨慎观望 再上1200 考虑少量做空","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/284146869805072","repostId":0,"isVote":1,"tweetType":1,"viewCount":8456,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":221,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":284177461649728,"commentId":"284177461649728","gmtCreate":1710407473044,"gmtModify":1710407476949,"authorId":3553256311875125,"author":{"id":3553256311875125,"idStr":"3553256311875125","authorId":3553256311875125,"name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284146869805072,"objectIdStr":"284146869805072","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"超微电脑可能有机构在做市值管理，所以不建议做短期PUT，可以考虑远期价外PUT。目前看超微电脑的资产负债表和现金流量表似乎很有问题，理论上AI服务器这么好卖应该是供不应求，但是存货却大量增加，应收账款也大幅增加，潜在可能是人造繁荣和危急并存，就看下个季度财报是继续硬撑还是提前暴雷？","text":"超微电脑可能有机构在做市值管理，所以不建议做短期PUT，可以考虑远期价外PUT。目前看超微电脑的资产负债表和现金流量表似乎很有问题，理论上AI服务器这么好卖应该是供不应求，但是存货却大量增加，应收账款也大幅增加，潜在可能是人造繁荣和危急并存，就看下个季度财报是继续硬撑还是提前暴雷？","html":"超微电脑可能有机构在做市值管理，所以不建议做短期PUT，可以考虑远期价外PUT。目前看超微电脑的资产负债表和现金流量表似乎很有问题，理论上AI服务器这么好卖应该是供不应求，但是存货却大量增加，应收账款也大幅增加，潜在可能是人造繁荣和危急并存，就看下个季度财报是继续硬撑还是提前暴雷？","likeSize":0,"commentSize":1,"subComments":[{"id":284178237460648,"commentId":"284178237460648","gmtCreate":1710407658797,"gmtModify":1710407662623,"authorId":3553256311875125,"author":{"id":3553256311875125,"idStr":"3553256311875125","authorId":3553256311875125,"name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284146869805072,"objectIdStr":"284146869805072","type":1,"supId":284177461649728,"supIdStr":"284177461649728","prevId":0,"prevIdStr":"0","content":"而且现金流量表也似乎危机重重，理论上发债和增发的15亿应该有很好的现金流表现，但实际上现金流却依然紧张依旧，钱哪里去了？","text":"而且现金流量表也似乎危机重重，理论上发债和增发的15亿应该有很好的现金流表现，但实际上现金流却依然紧张依旧，钱哪里去了？","html":"而且现金流量表也似乎危机重重，理论上发债和增发的15亿应该有很好的现金流表现，但实际上现金流却依然紧张依旧，钱哪里去了？"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":284160219144456,"commentId":"284160219144456","gmtCreate":1710391529337,"gmtModify":1710391533163,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":284146869805072,"objectIdStr":"284146869805072","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"感谢空头！正因为有你们才能赚更多差价","text":"感谢空头！正因为有你们才能赚更多差价","html":"感谢空头！正因为有你们才能赚更多差价","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/284146869805072"}