$超微电脑(SMCI_老虎社区_美港股上老虎

不看好，虽然财报显示业绩很亮眼，但毕竟是一家制造类公司，没有技术护城河，只是恰好赶上ai发展红利了。这么高的估值到底值不值，怎么看都是短期玩的，不买不买。

纳斯达克100指数本周五盘后开启再平衡，SMCI被剔除该指数。【大家觉得这只股票股价会跌还是涨？现在你有哪些操作策略？】

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