$超微电脑(SMCI_老虎社区_美港股上老虎 - 老虎社区

老当益壮铁树开花

$超微电脑(SMCI)$ 除去芯片，预计这个单子也就2-3个亿，算大单吗？和季度指引目标51亿相比可真不多，不知道做指引的时候有没有把这2-3亿算进去。对业绩真没什么影响，影响更大的反而是马斯克这个招牌

即将纳入纳指100！SMCI有无可能突破$1000？

纳斯达克宣布，超微电脑将在7月22日星期一开盘前加入纳斯达克100指数，取代连锁药店沃尔格林联合博姿。【当前盘前SMCI股价上涨，你觉得现在能上车吗？SMCI有无突破$1000的可能性？】

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

流浪虎二号
06-21
流浪虎二号
超微的牛逼之处是目前和英伟达绑定，目前成功部署的AI 中心都得用他家方案，而且能节省成本
- 流浪虎二号:
  没那么容易啊，现在非超微部署的AI算力中心哪家成了？超微一组机柜能省一块卡，这就是核心竞争力了。当然，我也不认为这种优势再过1年还能继续存在
- 老当益壮铁树开花:
  没啥用，利润低的令人发指，回款难如登天，无技术门槛竞争激烈，号称水冷技术就是谁都能的技术，戴尔这不也会，更多还是靠炒作靠风口，什么时候风停了就歇了。戴尔也一样差劲。
求美股稳定一点
06-21
求美股稳定一点
你怎么算的这个单子他们只能赚2e
- 老当益壮铁树开花:
  不是赚2e，只是营业额，利润更少了，根据预测，XAI的Grok 3模型及以后的版本将需要10万个英伟达H100芯片，一块芯片2.5万美元，大约需要25亿美元，根据服务器和芯片成本比17:83，得出服务器成本约5.12亿美金，戴尔和超微电脑各一半，大约增加2.56亿美金营业额

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