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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?】
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nicegame
nicegame
·
07-15 23:49
不敢买 940有点高
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3
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MTM20240312
MTM20240312
·
07-15 22:19
$超微电脑(SMCI)$
smci作为我曾经获利的股票 我是很喜欢它的 希望它早日过千 但稳定性来讲它远不及小英 不过毕竟是妖股 总有机会赌赢[笑哭]
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275
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考股学家
考股学家
·
07-15 21:58
$超微电脑(SMCI)$
我有心追着买点儿,盘前950左右的话入场还行? 今天估计要逼近1000了。
看
71
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辛达吉73
辛达吉73
·
07-15 19:23
$超微电脑(SMCI)$
当一只股票被纳入该列表中时,一定是看涨的[看涨] 不过现在940还有人敢买吗?
看
1,011
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3
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1
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Ethan乐乐
Ethan乐乐
·
07-15 17:38
$超微电脑(SMCI)$
今晚就突破了。三角整理形态,八月中下旬估计要突破前高的。
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163
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nicegame
nicegame
·
07-12
$SMCI 20240712 760.0 PUT$
今天把这个移到下周
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361
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3
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MTM20240312
MTM20240312
·
07-06
我也发现了 不愧为妖股
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139
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云舒华
云舒华
·
07-03
$超微电脑(SMCI)$
担心个毛,这个变态随便一震就上900[汗颜]
看
317
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2
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点赞
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Hold到老
Hold到老
·
07-03
$超微电脑(SMCI)$
盘前拉高,开盘后拉高出货,高开低走机率会比较高
看
302
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每天涨停板敢死队
每天涨停板敢死队
·
06-20
$超微电脑(SMCI)$
虽然但是,会不会像5/23的走势?
看
505
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你还会爱吗
你还会爱吗
·
06-20
$超微电脑(SMCI)$
相信今晚就能到1000![梭哈][梭哈]
看
389
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1
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老当益壮铁树开花
老当益壮铁树开花
·
06-20
$超微电脑(SMCI)$
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
看
4,256
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5
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2
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小斯新报道
小斯新报道
·
06-20
原来DELL涨起来是因为这个?
在AI赛道上,
$特斯拉(TSLA)$
Elon Musk的xAI公司再次成为焦点。近日,马斯克在社交媒体上宣布,
$戴尔(DELL)$
和
$超微电脑(SMCI)$
将成为xAI超级计算机项目的关键合作伙伴。这一消息不仅引起了科技界的广泛关注,也预示着人工智能领域的一次重大突破。合作背景去年,马斯克创立的xAI公司计划打造一台超级计算机,以驱动其AI聊天机器人Grok的更新版本。这台超级计算机的目的是为Grok提供强大的计算支持,以实现更高级的人工智能功能。马斯克希望在2025年秋季之前让这台超级计算机投入运行。戴尔的角色戴尔科技CEO Michael Dell在社交媒体上表示,公司正在与英伟达合作建设戴尔AI工厂,为xAI公司的大模型Grok提供支持。马斯克进一步明确,戴尔正在组装这台超级计算机半数的机架。这表明戴尔在xAI超级计算机项目中扮演着核心角色,负责提供关键的硬件支持。超微电脑在被问及另一半机架的组装方时,马斯克透露是超微电脑(SMCI)。SMCI以其与芯片公司的密切合作和先进的液冷技术而闻名。该公司也向媒体证实了与xAI的合作关系。超微电脑的加入,为这台超级计算机提供了另一强大的硬件支持。技术挑战与市场前景训练像Grok这样的AI模型需要大量的高性能芯片,而目前这类芯片供应紧张。马斯克曾表示,训练Grok 2模型大约需要2万个英伟达H100图形处理器(GPUs),而Grok 3模型及以后的版本将需要10万个。这一需求对供应链是一个巨大的挑战,但同时也为芯片制造商和相关硬件供应商带来了巨大的市场机会。Elon Musk旗下的
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原来DELL涨起来是因为这个?
周小小88
周小小88
·
06-20
smci是个渣女 你爱答不理就会过来找你 你主动多了对你就没兴趣了[难过]
$超微电脑(SMCI)$
看
306
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Ivan_1298
Ivan_1298
·
06-14
$超微电脑(SMCI)$
差不多要回调了
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1,270
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2
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2
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老当益壮铁树开花
老当益壮铁树开花
·
06-14
$超微电脑(SMCI)$
主力:拉升股价易,派发筹码难☹️
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779
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2
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老当益壮铁树开花
老当益壮铁树开花
·
06-13
$超微电脑(SMCI)$
今天超微涨的有点没有理由,是反弹?还是有利好?或者为了融资?
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1,792
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3
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AsyncMan
AsyncMan
·
06-13
$超微电脑(SMCI)$
已经过气的股票,每一次上涨,都是卖空的机会。
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614
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2
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律香川
律香川
·
06-13
$纳斯达克(.IXIC)$
正在诱空,下周涨到20000点,年底看到十万点
@陈友谅
$英伟达(NVDA)$
$超微电脑(SMCI)$
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776
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1
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好运多多多
好运多多多
·
06-13
$超微电脑(SMCI)$
总算开始止跌回升了么,简直是普天同庆。希望这波上涨可以解套
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535
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加载更多
MTM20240312
MTM20240312
·
07-15 22:19
$超微电脑(SMCI)$
smci作为我曾经获利的股票 我是很喜欢它的 希望它早日过千 但稳定性来讲它远不及小英 不过毕竟是妖股 总有机会赌赢[笑哭]
看
275
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点赞
点赞
编组 21备份 2
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nicegame
nicegame
·
07-15 23:49
不敢买 940有点高
看
3
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评论
点赞
点赞
编组 21备份 2
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考股学家
考股学家
·
07-15 21:58
$超微电脑(SMCI)$
我有心追着买点儿,盘前950左右的话入场还行? 今天估计要逼近1000了。
看
71
回复
评论
点赞
点赞
编组 21备份 2
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辛达吉73
辛达吉73
·
07-15 19:23
$超微电脑(SMCI)$
当一只股票被纳入该列表中时,一定是看涨的[看涨] 不过现在940还有人敢买吗?
看
1,011
回复
3
点赞
1
编组 21备份 2
分享
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Ethan乐乐
Ethan乐乐
·
07-15 17:38
$超微电脑(SMCI)$
今晚就突破了。三角整理形态,八月中下旬估计要突破前高的。
看
163
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评论
点赞
点赞
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nicegame
nicegame
·
07-12
$SMCI 20240712 760.0 PUT$
今天把这个移到下周
看
361
回复
3
点赞
点赞
编组 21备份 2
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MTM20240312
MTM20240312
·
07-06
我也发现了 不愧为妖股
看
139
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评论
点赞
点赞
编组 21备份 2
分享
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小斯新报道
小斯新报道
·
06-20
原来DELL涨起来是因为这个?
在AI赛道上,
$特斯拉(TSLA)$
Elon Musk的xAI公司再次成为焦点。近日,马斯克在社交媒体上宣布,
$戴尔(DELL)$
和
$超微电脑(SMCI)$
将成为xAI超级计算机项目的关键合作伙伴。这一消息不仅引起了科技界的广泛关注,也预示着人工智能领域的一次重大突破。合作背景去年,马斯克创立的xAI公司计划打造一台超级计算机,以驱动其AI聊天机器人Grok的更新版本。这台超级计算机的目的是为Grok提供强大的计算支持,以实现更高级的人工智能功能。马斯克希望在2025年秋季之前让这台超级计算机投入运行。戴尔的角色戴尔科技CEO Michael Dell在社交媒体上表示,公司正在与英伟达合作建设戴尔AI工厂,为xAI公司的大模型Grok提供支持。马斯克进一步明确,戴尔正在组装这台超级计算机半数的机架。这表明戴尔在xAI超级计算机项目中扮演着核心角色,负责提供关键的硬件支持。超微电脑在被问及另一半机架的组装方时,马斯克透露是超微电脑(SMCI)。SMCI以其与芯片公司的密切合作和先进的液冷技术而闻名。该公司也向媒体证实了与xAI的合作关系。超微电脑的加入,为这台超级计算机提供了另一强大的硬件支持。技术挑战与市场前景训练像Grok这样的AI模型需要大量的高性能芯片,而目前这类芯片供应紧张。马斯克曾表示,训练Grok 2模型大约需要2万个英伟达H100图形处理器(GPUs),而Grok 3模型及以后的版本将需要10万个。这一需求对供应链是一个巨大的挑战,但同时也为芯片制造商和相关硬件供应商带来了巨大的市场机会。Elon Musk旗下的
看
8,277
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1
点赞
3
编组 21备份 2
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原来DELL涨起来是因为这个?
云舒华
云舒华
·
07-03
$超微电脑(SMCI)$
担心个毛,这个变态随便一震就上900[汗颜]
看
317
回复
2
点赞
点赞
编组 21备份 2
分享
举报
Hold到老
Hold到老
·
07-03
$超微电脑(SMCI)$
盘前拉高,开盘后拉高出货,高开低走机率会比较高
看
302
回复
评论
点赞
点赞
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vision
vision
·
05-16
财报前,为何我强烈看多英伟达?
随着
$英伟达(NVDA)$
即将在5月22日盘后发布的2025财年第一季度财报,市场对这一数据的关注度达到了前所未有的高度。这份财报不仅可能成为今年最重要的数据发布,还可能成为推动持续牛市或引发下一轮熊市的关键因素。在通货膨胀率高于预期,以及
$超微电脑(SMCI)$
在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 重中之重从财报来看,我觉得这份财报最重要的是GB200。台积电(TSM)将在2024年底将其用于制造高性能半导体的CoWoS容量翻倍,这应该会缓解这些备受追捧的硬件组件的供应链瓶颈。随着产能的上线,我预计英伟达的数据中心销售额将在2025财年末加速增长,并持续到2026财年。其实从前几周的科技股财报来看,各家都在增加AI相关的资本开支,其中值得注意的是Meta一季度的资本开支数据一般,但是Meta又上调了全年资本开支预期,说明二季度或者是下半年会加大资本开支,而下半年正是GB200要出来的时候,所以大概
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财报前,为何我强烈看多英伟达?
老当益壮铁树开花
老当益壮铁树开花
·
06-20
$超微电脑(SMCI)$
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
看
4,256
回复
5
点赞
2
编组 21备份 2
分享
举报
你还会爱吗
你还会爱吗
·
06-20
$超微电脑(SMCI)$
相信今晚就能到1000![梭哈][梭哈]
看
389
回复
评论
点赞
1
编组 21备份 2
分享
举报
每天涨停板敢死队
每天涨停板敢死队
·
06-20
$超微电脑(SMCI)$
虽然但是,会不会像5/23的走势?
看
505
回复
评论
点赞
点赞
编组 21备份 2
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周小小88
周小小88
·
06-20
smci是个渣女 你爱答不理就会过来找你 你主动多了对你就没兴趣了[难过]
$超微电脑(SMCI)$
看
306
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点赞
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读财报说新股
读财报说新股
·
05-09
AI浪潮的黑马,连续季度增速翻倍,弹性远超英伟达!
北京时间5月1日,超微电脑
$超微电脑(SMCI)$
公布了2024财年q3财报 本季度超微电脑营收38.5亿美元,同比增长200%,净利润4.02亿美元,同比增长369% 图片 虽然收入和利润均逆天增长,但两项指标均不及彭博的一致性预期 在财报公布后,超微电脑当日股价跳空低开,开盘中一度跌至700美元大关,但在后面三天又快速反弹 图片 营收和利润不及预期,为何股价仍能反弹呢? 我们认为市场仍看好超微的原因,主要有以下两个方面: 一是超微电脑近半年业绩突飞猛进,公司业务性质决定了其未来业绩空间广阔 二是营收虽不及预期,但其他细分数据表现出色,2024财年q4前瞻数据更是超市场预测 先说第一点,超微电脑2024财年q3营收38.5亿美元,同比增长200%,而上一期财报营收为36.65亿美元,同比增长103.25%,连续两季财报出现同比翻倍的业绩 图片 并且超微电脑在步入2024财年后,其营收增速远远超过了美国工业平均增速水平 超微电脑近半年业绩的大幅提升原因在于主营业务和AI密切绑定,其主要是生产计算机,并将其出售给企业,用于网站服务器,数据存储和AI训练等业务,英伟达,NASA日本电器都是其合作伙伴。 超微电脑股价近年来的飙涨主要原因在于市场对其服务器的强劲需求,对于超微电脑来说,谁赢得人工智能竞赛并不重要,因为如果企业购买了人工智能芯片,无论是从英伟达还是其他公司购入,都需要接入并冷却芯片,这就是超微的用武之地 其次,虽然营收不及预期,但超微电脑最新财报数据显示其毛利率为15.6%,高于2024财年第二财季的15.5%, 图片 调整后eps为6.6。,同比大增308%,高于彭博一致预期的5.78美元 对于未来超微电脑更是信心满满,2024财年的收入指引上调为147亿~151亿美元,意味着第四财
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AI浪潮的黑马,连续季度增速翻倍,弹性远超英伟达!
Ivan_1298
Ivan_1298
·
06-14
$超微电脑(SMCI)$
差不多要回调了
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律香川
律香川
·
06-13
$纳斯达克(.IXIC)$
正在诱空,下周涨到20000点,年底看到十万点
@陈友谅
$英伟达(NVDA)$
$超微电脑(SMCI)$
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老当益壮铁树开花
老当益壮铁树开花
·
06-13
$超微电脑(SMCI)$
今天超微涨的有点没有理由,是反弹?还是有利好?或者为了融资?
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好运多多多
好运多多多
·
06-13
$超微电脑(SMCI)$
总算开始止跌回升了么,简直是普天同庆。希望这波上涨可以解套
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在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 重中之重从财报来看,我觉得这份财报最重要的是GB200。台积电(TSM)将在2024年底将其用于制造高性能半导体的CoWoS容量翻倍,这应该会缓解这些备受追捧的硬件组件的供应链瓶颈。随着产能的上线,我预计英伟达的数据中心销售额将在2025财年末加速增长,并持续到2026财年。其实从前几周的科技股财报来看,各家都在增加AI相关的资本开支,其中值得注意的是Meta一季度的资本开支数据一般,但是Meta又上调了全年资本开支预期,说明二季度或者是下半年会加大资本开支,而下半年正是GB200要出来的时候,所以大概","listText":"随着 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 即将在5月22日盘后发布的2025财年第一季度财报,市场对这一数据的关注度达到了前所未有的高度。这份财报不仅可能成为今年最重要的数据发布,还可能成为推动持续牛市或引发下一轮熊市的关键因素。在通货膨胀率高于预期,以及 <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 重中之重从财报来看,我觉得这份财报最重要的是GB200。台积电(TSM)将在2024年底将其用于制造高性能半导体的CoWoS容量翻倍,这应该会缓解这些备受追捧的硬件组件的供应链瓶颈。随着产能的上线,我预计英伟达的数据中心销售额将在2025财年末加速增长,并持续到2026财年。其实从前几周的科技股财报来看,各家都在增加AI相关的资本开支,其中值得注意的是Meta一季度的资本开支数据一般,但是Meta又上调了全年资本开支预期,说明二季度或者是下半年会加大资本开支,而下半年正是GB200要出来的时候,所以大概","text":"随着 $英伟达(NVDA)$ 即将在5月22日盘后发布的2025财年第一季度财报,市场对这一数据的关注度达到了前所未有的高度。这份财报不仅可能成为今年最重要的数据发布,还可能成为推动持续牛市或引发下一轮熊市的关键因素。在通货膨胀率高于预期,以及 $超微电脑(SMCI)$ 在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 重中之重从财报来看,我觉得这份财报最重要的是GB200。台积电(TSM)将在2024年底将其用于制造高性能半导体的CoWoS容量翻倍,这应该会缓解这些备受追捧的硬件组件的供应链瓶颈。随着产能的上线,我预计英伟达的数据中心销售额将在2025财年末加速增长,并持续到2026财年。其实从前几周的科技股财报来看,各家都在增加AI相关的资本开支,其中值得注意的是Meta一季度的资本开支数据一般,但是Meta又上调了全年资本开支预期,说明二季度或者是下半年会加大资本开支,而下半年正是GB200要出来的时候,所以大概","images":[{"img":"https://static.tigerbbs.com/88fec59e6ce97f90a8f6812e9173a4b2","width":"640","height":"65"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":6,"repostSize":5,"link":"https://laohu8.com/post/306543596490776","isVote":1,"tweetType":1,"viewCount":14341,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000625","authorId":"9000000000000625","name":"骑母猪闯红灯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"目标价1451?是不是有点激进了?","text":"目标价1451?是不是有点激进了?","html":"目标价1451?是不是有点激进了?"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":318957844230400,"gmtCreate":1718884124080,"gmtModify":1718884125884,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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中心都得用他家方案,而且能节省成本"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318981849473096,"gmtCreate":1718885691722,"gmtModify":1718889240331,"author":{"id":"10000000000010277","authorId":"10000000000010277","name":"你还会爱吗","avatar":"https://static.tigerbbs.com/94371e7a6d7c018c6069df01c292d612","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 相信今晚就能到1000![梭哈][梭哈]","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 相信今晚就能到1000![梭哈][梭哈]","text":"$超微电脑(SMCI)$ 相信今晚就能到1000![梭哈][梭哈]","images":[{"img":"https://static.tigerbbs.com/e8fb89e273006f9f2ba213c515b8e3f0","width":"728","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318981849473096","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":318983365152840,"gmtCreate":1718886061761,"gmtModify":1718889239939,"author":{"id":"10000000000010303","authorId":"10000000000010303","name":"每天涨停板敢死队","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 虽然但是,会不会像5/23的走势?","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 虽然但是,会不会像5/23的走势?","text":"$超微电脑(SMCI)$ 虽然但是,会不会像5/23的走势?","images":[{"img":"https://static.tigerbbs.com/ab8ab6bf2a7f25fce5e61523a123bd3f","width":"679","height":"337"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318983365152840","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":318905758703688,"gmtCreate":1718867114874,"gmtModify":1718867477887,"author":{"id":"3527667707446439","authorId":"3527667707446439","name":"周小小88","avatar":"https://static.tigerbbs.com/9996b98cf4d1d2eac25d1802ef0f6acc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"smci是个渣女 你爱答不理就会过来找你 你主动多了对你就没兴趣了[难过] <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a>","listText":"smci是个渣女 你爱答不理就会过来找你 你主动多了对你就没兴趣了[难过] <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a>","text":"smci是个渣女 你爱答不理就会过来找你 你主动多了对你就没兴趣了[难过] $超微电脑(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318905758703688","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303957853417720,"gmtCreate":1715228714821,"gmtModify":1715228731924,"author":{"id":"4105541084439510","authorId":"4105541084439510","name":"读财报说新股","avatar":"https://static.tigerbbs.com/6288ae01d78c6eed1f7285bd84ab1c86","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"AI浪潮的黑马,连续季度增速翻倍,弹性远超英伟达!","htmlText":"北京时间5月1日,超微电脑 <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 公布了2024财年q3财报 本季度超微电脑营收38.5亿美元,同比增长200%,净利润4.02亿美元,同比增长369% 图片 虽然收入和利润均逆天增长,但两项指标均不及彭博的一致性预期 在财报公布后,超微电脑当日股价跳空低开,开盘中一度跌至700美元大关,但在后面三天又快速反弹 图片 营收和利润不及预期,为何股价仍能反弹呢? 我们认为市场仍看好超微的原因,主要有以下两个方面: 一是超微电脑近半年业绩突飞猛进,公司业务性质决定了其未来业绩空间广阔 二是营收虽不及预期,但其他细分数据表现出色,2024财年q4前瞻数据更是超市场预测 先说第一点,超微电脑2024财年q3营收38.5亿美元,同比增长200%,而上一期财报营收为36.65亿美元,同比增长103.25%,连续两季财报出现同比翻倍的业绩 图片 并且超微电脑在步入2024财年后,其营收增速远远超过了美国工业平均增速水平 超微电脑近半年业绩的大幅提升原因在于主营业务和AI密切绑定,其主要是生产计算机,并将其出售给企业,用于网站服务器,数据存储和AI训练等业务,英伟达,NASA日本电器都是其合作伙伴。 超微电脑股价近年来的飙涨主要原因在于市场对其服务器的强劲需求,对于超微电脑来说,谁赢得人工智能竞赛并不重要,因为如果企业购买了人工智能芯片,无论是从英伟达还是其他公司购入,都需要接入并冷却芯片,这就是超微的用武之地 其次,虽然营收不及预期,但超微电脑最新财报数据显示其毛利率为15.6%,高于2024财年第二财季的15.5%, 图片 调整后eps为6.6。,同比大增308%,高于彭博一致预期的5.78美元 对于未来超微电脑更是信心满满,2024财年的收入指引上调为147亿~151亿美元,意味着第四财","listText":"北京时间5月1日,超微电脑 <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 公布了2024财年q3财报 本季度超微电脑营收38.5亿美元,同比增长200%,净利润4.02亿美元,同比增长369% 图片 虽然收入和利润均逆天增长,但两项指标均不及彭博的一致性预期 在财报公布后,超微电脑当日股价跳空低开,开盘中一度跌至700美元大关,但在后面三天又快速反弹 图片 营收和利润不及预期,为何股价仍能反弹呢? 我们认为市场仍看好超微的原因,主要有以下两个方面: 一是超微电脑近半年业绩突飞猛进,公司业务性质决定了其未来业绩空间广阔 二是营收虽不及预期,但其他细分数据表现出色,2024财年q4前瞻数据更是超市场预测 先说第一点,超微电脑2024财年q3营收38.5亿美元,同比增长200%,而上一期财报营收为36.65亿美元,同比增长103.25%,连续两季财报出现同比翻倍的业绩 图片 并且超微电脑在步入2024财年后,其营收增速远远超过了美国工业平均增速水平 超微电脑近半年业绩的大幅提升原因在于主营业务和AI密切绑定,其主要是生产计算机,并将其出售给企业,用于网站服务器,数据存储和AI训练等业务,英伟达,NASA日本电器都是其合作伙伴。 超微电脑股价近年来的飙涨主要原因在于市场对其服务器的强劲需求,对于超微电脑来说,谁赢得人工智能竞赛并不重要,因为如果企业购买了人工智能芯片,无论是从英伟达还是其他公司购入,都需要接入并冷却芯片,这就是超微的用武之地 其次,虽然营收不及预期,但超微电脑最新财报数据显示其毛利率为15.6%,高于2024财年第二财季的15.5%, 图片 调整后eps为6.6。,同比大增308%,高于彭博一致预期的5.78美元 对于未来超微电脑更是信心满满,2024财年的收入指引上调为147亿~151亿美元,意味着第四财","text":"北京时间5月1日,超微电脑 $超微电脑(SMCI)$ 公布了2024财年q3财报 本季度超微电脑营收38.5亿美元,同比增长200%,净利润4.02亿美元,同比增长369% 图片 虽然收入和利润均逆天增长,但两项指标均不及彭博的一致性预期 在财报公布后,超微电脑当日股价跳空低开,开盘中一度跌至700美元大关,但在后面三天又快速反弹 图片 营收和利润不及预期,为何股价仍能反弹呢? 我们认为市场仍看好超微的原因,主要有以下两个方面: 一是超微电脑近半年业绩突飞猛进,公司业务性质决定了其未来业绩空间广阔 二是营收虽不及预期,但其他细分数据表现出色,2024财年q4前瞻数据更是超市场预测 先说第一点,超微电脑2024财年q3营收38.5亿美元,同比增长200%,而上一期财报营收为36.65亿美元,同比增长103.25%,连续两季财报出现同比翻倍的业绩 图片 并且超微电脑在步入2024财年后,其营收增速远远超过了美国工业平均增速水平 超微电脑近半年业绩的大幅提升原因在于主营业务和AI密切绑定,其主要是生产计算机,并将其出售给企业,用于网站服务器,数据存储和AI训练等业务,英伟达,NASA日本电器都是其合作伙伴。 超微电脑股价近年来的飙涨主要原因在于市场对其服务器的强劲需求,对于超微电脑来说,谁赢得人工智能竞赛并不重要,因为如果企业购买了人工智能芯片,无论是从英伟达还是其他公司购入,都需要接入并冷却芯片,这就是超微的用武之地 其次,虽然营收不及预期,但超微电脑最新财报数据显示其毛利率为15.6%,高于2024财年第二财季的15.5%, 图片 调整后eps为6.6。,同比大增308%,高于彭博一致预期的5.78美元 对于未来超微电脑更是信心满满,2024财年的收入指引上调为147亿~151亿美元,意味着第四财","images":[{"img":"https://static.tigerbbs.com/9df0bb8b1788020e09de4e91870f1ce0","width":"1080","height":"518"},{"img":"https://static.tigerbbs.com/83b1b8f9e930a89b5f3ea00bda801a6f","width":"810","height":"472"},{"img":"https://static.tigerbbs.com/a6a365cbe5c33ccc379e48df164cfa2a","width":"439","height":"271"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303957853417720","isVote":1,"tweetType":1,"viewCount":3534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":316781451858200,"gmtCreate":1718357707144,"gmtModify":1718358033056,"author":{"id":"3549591423883465","authorId":"3549591423883465","name":"Ivan_1298","avatar":"https://static.tigerbbs.com/fe480298efe669957f121e3b2cc8c561","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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差不多要回调了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/316781451858200","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1},"content":"今天要回调了","text":"今天要回调了","html":"今天要回调了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316475431309520,"gmtCreate":1718292169500,"gmtModify":1718358033196,"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"律香川","avatar":"https://static.tigerbbs.com/efab18c85c3be5514993af138c3a4f31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 正在诱空,下周涨到20000点,年底看到十万点<a href=\"https://laohu8.com/U/3557008405269629\">@陈友谅</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> ","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 正在诱空,下周涨到20000点,年底看到十万点<a href=\"https://laohu8.com/U/3557008405269629\">@陈友谅</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> ","text":"$纳斯达克(.IXIC)$ 正在诱空,下周涨到20000点,年底看到十万点@陈友谅$英伟达(NVDA)$ $超微电脑(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316475431309520","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316479859359816,"gmtCreate":1718293391516,"gmtModify":1718358033123,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 今天超微涨的有点没有理由,是反弹?还是有利好?或者为了融资?","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 今天超微涨的有点没有理由,是反弹?还是有利好?或者为了融资?","text":"$超微电脑(SMCI)$ 今天超微涨的有点没有理由,是反弹?还是有利好?或者为了融资?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/316479859359816","isVote":1,"tweetType":1,"viewCount":1792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501506464598626","authorId":"3501506464598626","name":"AsyncMan","avatar":"https://static.tigerbbs.com/433f1f4149b891d553398e44d4243c4c","crmLevel":1,"crmLevelSwitch":0},"content":"为了诱多,并且收割空头","text":"为了诱多,并且收割空头","html":"为了诱多,并且收割空头"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316465682170112,"gmtCreate":1718289792896,"gmtModify":1718358033231,"author":{"id":"3488276598659051","authorId":"3488276598659051","name":"好运多多多","avatar":"https://static.tigerbbs.com/f4bc728b33332d42cf7e5660a4609fa6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>总算开始止跌回升了么,简直是普天同庆。希望这波上涨可以解套","listText":"<a 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