周三超微电脑(SMCI.US)股价飙升25%此前该AI服务器公司预计第四财季毛利率将达到15%至17%几乎是其先前8.2

智通财经07-22 22:55

周三超微电脑(SMCI.US)股价飙升25%此前该AI服务器公司预计第四财季毛利率将达到15%至17%几乎是其先前8.2%-8.4%目标的两倍。摩根大通分析师表示这一出人意料的毛利率扩张意味着超微电脑第四财季的每股收益有望较当前华尔街的预期高出至少80%。不过未来几周投资者可能会对这种高毛利率的可持续性打上问号。摩根大通分析师指出该公司本财季获得了超过600亿美元的新订单超出了其自身预期这是一个需求强劲的信号对竞争对手戴尔和慧与来说同样是利好。这两家公司的股价也随之上涨。

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