$超微电脑(SMCI_老虎社区_美港股上老虎

高芬卡FD
08-26

$超微电脑(SMCI)$ Q2 AI服务器动能强劲，贡献整体服务器营收占比已超过50%，Q3占比还会再拉升，但AI 服务器压低毛利率，预计Q3毛利率会较Q2下滑。对于市英伟达Blackwell出货递延不评论，但强调客户需求仍非常强劲，业务不会受太大影响

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