$超微电脑(SMCI_老虎社区_美港股上老虎

$超微电脑(SMCI)$比较意外的一点就是主要涉事人Wally Liaw在被捕的三天前还在GTC和黄仁勋合影，黄总不提前知道这事绝对不可能. 还有一点就是一个股友的评论，如果明后几天NVDA发布官方声明把超微踢出供应链，并转单给Dell，HPE，甚至富士康，浪潮. 那么超微还会有30-50点的跌幅. 看看老黄还会再次拉台湾老乡兄弟一把，还是撕破脸摊牌..

SMCI绩后狂飙！股价涨势能否持续？

$超微电脑 (SMCI.US)$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？】

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

隔壁王中王
03-23
隔壁王中王
不会踢，现在锅是超微的两个员工和代理商背着，和英伟达一点关系都没有
三水胜十浦
03-23
三水胜十浦
老黄应该不会跳出来表态，装不知道是最佳选择。

发表看法

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