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？

周四美股盘后，公布2026财年一季度财报，最引人注目的数据无疑是121亿美元的AI服务器订单，这一数字不仅超过了公司整个2025财年的AI服务器出货量，更让其AI订单积压达到144亿美元的历史高位。此外尽管AI订单激增，戴尔Q1的调整后EPS仍为1.55美元，低于分析师预期的1.69美元。【绩后戴尔涨幅收窄，大家看好戴尔后市发展吗？现在该怎么操作？】

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
天上冲蜗牛
02-25
天上冲蜗牛
超威严重低估，没有问题的话，今晚直接起飞
- 天上冲蜗牛回复鹿鼎公韦小宝:
  我买了看涨价差
- 鹿鼎公韦小宝:
  昨天好像大跌啊

发表看法

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