超微的股价其实已经不_老虎社区_美港股上老虎

超微的股价其实已经不便宜了。 $超微电脑(SMCI)$ $戴尔(DELL)$ 大家对比一下PE，两者已经差不多了。这是不是说明超微的估值现在很合理，现行股价已经反映了10-K的内容？

$戴尔科技 (DELL.US)$将于美东时间02月27日盘后发布财报，机构预期$戴尔科技 (DELL.US)$2025Q4预计实现营收245.88亿美元，同比增加10.17%，预期每股收益1.85美元，同比增加16.35%。【戴尔你看好本次财报吗？绩前能否上车？】

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

Lchangmo
02-24
Lchangmo
但是超微的增长率远高于同类可比公司，值得稍高些的pe
- 鹿鼎公韦小宝:
  长期看还是看好超微的，只是短期得谨慎点
好事成双呀
02-25
好事成双呀
超威严重低估，没有问题的话，今晚直接起飞
- 好事成双呀回复鹿鼎公韦小宝:
  我买了看涨价差
- 鹿鼎公韦小宝:
  昨天好像大跌啊

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":407054684037368,"tweetId":"407054684037368","gmtCreate":1740407651746,"gmtModify":1740407654282,"author":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"authorIdStr":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":107,"starInvestorFlag":false},"themes":[{"themeId":"ac1811ae85cf47708b5250921fbf1edd","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"戴尔财报来袭！值得提前布局吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ac1811ae85cf47708b5250921fbf1edd}&rnconfig={\"headerBarHidden\": true}","description":"$戴尔科技 (DELL.US)$将于美东时间02月27日盘后发布财报，机构预期$戴尔科技 (DELL.US)$2025Q4预计实现营收245.88亿美元，同比增加10.17%，预期每股收益1.85美元，同比增加16.35%。【戴尔你看好本次财报吗？绩前能否上车？】","image":"https://static.tigerbbs.com/46c679de8d5730835629a143f125ab9b"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>超微的股价其实已经不便宜了。 <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"超微电脑\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a>  <a data-mention-id=\"DELL\" class=\"teditor-mention\" data-mention-name=\"戴尔\" href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 大家对比一下PE，两者已经差不多了。这是不是说明超微的估值现在很合理，现行股价已经反映了10-K的内容？</p></body></html>","htmlText":"<html><head></head><body><p>超微的股价其实已经不便宜了。 <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"超微电脑\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a>  <a data-mention-id=\"DELL\" class=\"teditor-mention\" data-mention-name=\"戴尔\" href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> 大家对比一下PE，两者已经差不多了。这是不是说明超微的估值现在很合理，现行股价已经反映了10-K的内容？</p></body></html>","text":"超微的股价其实已经不便宜了。 $超微电脑(SMCI)$ $戴尔(DELL)$ 大家对比一下PE，两者已经差不多了。这是不是说明超微的估值现在很合理，现行股价已经反映了10-K的内容？","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/407054684037368","repostId":0,"isVote":1,"tweetType":1,"viewCount":2073,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMCI","DELL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":149,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":407101037089080,"commentId":"407101037089080","gmtCreate":1740408694061,"gmtModify":1740410197342,"authorId":4147006993784582,"author":{"id":4147006993784582,"idStr":"4147006993784582","authorId":4147006993784582,"name":"Lchangmo","avatar":"https://static.tigerbbs.com/db312c12651ff36721ef63e7c024805e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407054684037368,"objectIdStr":"407054684037368","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"但是超微的增长率远高于同类可比公司，值得稍高些的pe","text":"但是超微的增长率远高于同类可比公司，值得稍高些的pe","html":"但是超微的增长率远高于同类可比公司，值得稍高些的pe","likeSize":0,"commentSize":1,"subComments":[{"id":407727730143480,"commentId":"407727730143480","gmtCreate":1740571969655,"gmtModify":1740571973575,"authorId":10000000000010492,"author":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407054684037368,"objectIdStr":"407054684037368","type":1,"supId":407101037089080,"supIdStr":"407101037089080","prevId":0,"prevIdStr":"0","content":"长期看还是看好超微的，只是短期得谨慎点","text":"长期看还是看好超微的，只是短期得谨慎点","html":"长期看还是看好超微的，只是短期得谨慎点","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":407425294582424,"commentId":"407425294582424","gmtCreate":1740487364949,"gmtModify":1740487368694,"authorId":4106371827704990,"author":{"id":4106371827704990,"idStr":"4106371827704990","authorId":4106371827704990,"name":"好事成双呀","avatar":"https://static.tigerbbs.com/b45fa6dc1cad449c25daa71a6f8b73f1","vip":1,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-2","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识探索家","description":"观看学堂课程满20节","bigImgUrl":"https://static.tigerbbs.com/63cc10a4789c3eaa019b225a55136cf9","smallImgUrl":"https://static.tigerbbs.com/b1f0cbf3ae1b0a4593ddb3434df74ce0","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.06","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2006},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407054684037368,"objectIdStr":"407054684037368","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"超威严重低估，没有问题的话 ，今晚直接起飞","text":"超威严重低估，没有问题的话 ，今晚直接起飞","html":"超威严重低估，没有问题的话 ，今晚直接起飞","likeSize":0,"commentSize":2,"subComments":[{"id":407781835854392,"commentId":"407781835854392","gmtCreate":1740571455047,"gmtModify":1740571458879,"authorId":4106371827704990,"author":{"id":4106371827704990,"idStr":"4106371827704990","authorId":4106371827704990,"name":"好事成双呀","avatar":"https://static.tigerbbs.com/b45fa6dc1cad449c25daa71a6f8b73f1","vip":1,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-2","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识探索家","description":"观看学堂课程满20节","bigImgUrl":"https://static.tigerbbs.com/63cc10a4789c3eaa019b225a55136cf9","smallImgUrl":"https://static.tigerbbs.com/b1f0cbf3ae1b0a4593ddb3434df74ce0","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.06","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2006},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":10000000000010492,"repliedAuthor":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":407054684037368,"objectIdStr":"407054684037368","type":1,"supId":407425294582424,"supIdStr":"407425294582424","prevId":407725869072624,"prevIdStr":"407725869072624","content":"我买了&nbsp; 看涨价差","text":"我买了&nbsp; 看涨价差","html":"我买了&nbsp; 看涨价差","disclaimerType":0},{"id":407725869072624,"commentId":"407725869072624","gmtCreate":1740571368374,"gmtModify":1740571372215,"authorId":10000000000010492,"author":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407054684037368,"objectIdStr":"407054684037368","type":1,"supId":407425294582424,"supIdStr":"407425294582424","prevId":0,"prevIdStr":"0","content":"昨天好像大跌啊","text":"昨天好像大跌啊","html":"昨天好像大跌啊","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/407054684037368"}