smci再上1200做空

$超微电脑(SMCI)$ 在里面的人不怕么，这再怎么弄也就是个组装厂啊[捂脸]短短时间就涨了十几倍，大股东，机构，高管，员工，套现的愿望估计极其强烈。很多时候过了这个村就没这个店了。他们也知道，这不是 $英伟达(NVDA)$谨慎观望再上1200 考虑少量做空

英伟达强势收涨6%！你有上车吗？

英伟达收涨6.18%，本周累计上涨15.14%，【英伟达强势反弹，何时能够突破900美元？你看好英伟达绩前股价表现吗？】

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老当益壮铁树开花
03-14
老当益壮铁树开花
超微电脑可能有机构在做市值管理，所以不建议做短期PUT，可以考虑远期价外PUT。目前看超微电脑的资产负债表和现金流量表似乎很有问题，理论上AI服务器这么好卖应该是供不应求，但是存货却大量增加，应收账款也大幅增加，潜在可能是人造繁荣和危急并存，就看下个季度财报是继续硬撑还是提前暴雷？
- 老当益壮铁树开花:
  而且现金流量表也似乎危机重重，理论上发债和增发的15亿应该有很好的现金流表现，但实际上现金流却依然紧张依旧，钱哪里去了？
火火兔爸
03-14
火火兔爸
感谢空头！正因为有你们才能赚更多差价

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