今天不太好搞，多空激_老虎社区_美港股上老虎

2025-08-05

今天不太好搞，多空激战。但我感觉空方可能会略胜一筹，因为利好都在预期内，再超也已经在股价中体现。现在博的是能否大幅超预期，空方子弹可不少…… $超微电脑(SMCI)$

$超微电脑 (SMCI.US)$在周二盘后交出了一份令市场暂时松一口气的成绩单。超微电脑以一份远超市场悲观预期的成绩单，点燃了压抑已久的做多情绪。尽管第三财季营收略低于市场预期，但公司调整后利润率的大幅改善以及强劲的下季度业绩指引，直接推动股价在盘后交易中暴涨约18%。【SMCI，大家会选择低位进场布局吗？是否看好后续涨势？】

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