$超微电脑(SMCI_老虎社区_美港股上老虎

回悬
2024-08-08

$超微电脑(SMCI)$

不看好，虽然财报显示业绩很亮眼，但毕竟是一家制造类公司，没有技术护城河，只是恰好赶上ai发展红利了。这么高的估值到底值不值，怎么看都是短期玩的，不买不买。

# SMCI再遇“黑天鹅”！股价重挫，能进场吗？

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