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超微电脑(SMCI)
47.11
-0.31
-0.65%
行情数据延迟15分钟
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西门冲
·
06-02 10:43
$SMCI 20260702 65.0 CALL$
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$SMCI 20260702 65.0 CALL$ 分享
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编组 21备份 2
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西门冲
·
06-01
$SMCI 20260702 65.0 CALL$
期权femxq
$SMCI 20260702 65.0 CALL$ 期权femxq
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1
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百万手速王
·
05-29
$SMCI 20261120 40.0 CALL$
内存、CPU、存储开始降价，利好整机销售。目前股价不算贵，利润非常可观。
$SMCI 20261120 40.0 CALL$ 内存、CPU、存储开始降价，利好整机销售。目前股价不算贵，利润非常可观。
精彩
NicoleBryce:
这波内存降价对整机是真利好 我拿着SMCI继续熬
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百万手速王
·
05-29
$SMCI 20261120 40.0 CALL$
继续加油
$SMCI 20261120 40.0 CALL$ 继续加油
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1
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vision
·
06-01
黄仁勋这张神图直接火出圈了，DSX平台，要帮客户建AI工厂了 方便大家抄作业，我扒了下他这张生态链里上市公司，“财富密码”如下 AI云服务
$CoreWeave, Inc.(CRWV)$
：专注于GPU云算力服务，是AI训练和推理时代最受关注的算力租赁平台之一。
$NEBIUS(NBIS)$
：一家面向AI开发者和企业客户提供云计算、GPU算力和AI基础设施服务的公司。 NAVER Cloud（035420.KS）：韩国互联网巨头NAVER旗下云服务平台，主要提供云计算、AI、数据和企业数字化解决方案。 GMO Internet Group（4784.T）：日本互联网基础设施公司，业务覆盖云服务、域名、支付、网络安全和AI相关基础设施。 Indosat Ooredoo Hutchison（ISAT.JK）：印尼大型电信运营商，正在围绕5G、云服务和AI数据中心布局数字基础设施。 AI工厂软件
$IBM(IBM)$
：全球老牌科技公司，旗下Red Hat为企业提供Linux、混合云、容器和AI基础软件能力。 设计与建设 Schneider Electric（SU.PA）：全球能源管理和自动化巨头，旗下AVEVA和ETAP参与工业软件、电力系统和数据中心设计。
$铿腾电子(CDNS)$
：全球领先的EDA软件公司，为芯片设计、系统仿真和AI硬件开发
黄仁勋这张神图直接火出圈了，DSX平台，要帮客户建AI工厂了 方便大家抄作业，我扒了下他这张生态链里上市公司，“财富密码”如下 AI云服务 $CoreWe...
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1
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好多倍巴狒特
·
05-29
$超微电脑(SMCI)$
$超微电脑(SMCI)$
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Sumire_9572
·
05-29
$超微电脑(SMCI)$
开始跳水，，，，42-
$超微电脑(SMCI)$ 开始跳水，，，，42-
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阿童木爱呆呆喵
·
05-28
$超微电脑(SMCI)$
终于变成不亏了，继续涨
$超微电脑(SMCI)$ 终于变成不亏了，继续涨
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choonhong
·
05-30
DELL单日狂飙 ！五角大楼天价大单 + Q1 电话会核心逻辑硬核拆解！
昨晚美股上演史诗级一幕：
$戴尔(DELL)$
单日暴涨 ，创下历史最大单日涨幅！ 第一财季的数据极其炸裂，但也引发了多空力量在论坛里的激烈开撕。为了方便 复盘，我把路透社、华尔街日报以及最新电话会议（Transcript）里的核心细节做个红绿硬核拆解： 🟢 多头（Bull）最硬核的 3 大爽点： 📈 AI 服务器反客为主： AI 服务器收入同比疯狂飙升 超过 750%（达 161 亿美元），历史上首次超越了它的传统老本行 PC 业务（146 亿美元）！ 👑 天价军工背景： 《华尔街日报》证实，戴尔刚秘密斩获了美国国防部（五角大楼）97 亿美元 的系统服务超级大单！创始人 Michael Dell 身价暴增 350 亿，直接超越扎克伯格成为全球第 6 大富豪。 ⚡ 恐怖的行业外溢： 戴尔的积压订单创历史新高，证明 AI 算力依然极度缺货。还没发财报的死对头
$慧与科技(HPE)$
和
$超微电脑(SMCI)$
被直接拉升！ 🔴 空头（Bear）唯一的死穴与杂音： 💸 毛利率稀释（Gross Margin）： AI 服务器虽然营收高，但组装和渠道分销的毛利相对薄，华尔街之前极度担心这块赚的是辛苦钱，会拉低整体盈利能力，且传统 PC 业务仍处于周期性疲软。 💡 【财报电话会正面回应】 针对毛利率的隐忧，戴尔高管在最新的电话会议上明确正面硬刚：随着后期大批量、高价值的订单（如英伟达 最新 GB200 机架系统）在下半年逐步释放，利润率会迎来明显改善！ 市场正在把戴尔从“卖电脑的传统公司”，重新定价为“AI核心基础设施巨头”。
DELL单日狂飙 ！五角大楼天价大单 + Q1 电话会核心逻辑硬核拆解！
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鸡毛能上天
·
05-23
$超微电脑(SMCI)$
高盛给了卖出评级
$超微电脑(SMCI)$ 高盛给了卖出评级
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大时代方展博:
大涨，高盛果然是反向指标，他不怕砸自己招牌吗？
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公司概况
公司名称
超微电脑
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.supermicro.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
超微电脑公司于1993年9月在加利福尼亚州注册成立，2007年3月在特拉华州重新注册成立。该公司是一家总部位于硅谷的加速计算平台供应商，这些平台是应用优化的高性能和高效率服务器和存储系统，适用于各种市场，包括企业数据中心、云计算、人工智能、5G和边缘计算。该公司包括完整的服务器、存储系统、模块化刀片服务器、刀片、工作站、全机架规模解决方案、网络设备、服务器子系统、服务器管理和安全软件。该公司还提供全球支持和服务，帮助客户安装、升级和维护他们的计算基础设施。该公司通过提供广泛的服务器模型和配置，为客户提供高度的灵活性和定制化，他们可以从中选择适合其计算需求的最佳解决方案。该公司的服务器和存储系统、子系统和附件的架构设计提供了高水平的可靠性、质量、可配置性和可扩展性。
05-26
关联方拟减持公告
Form 144 | SUPER MICRO COMPUTER前董事 YIH-SHYAN W LIAW 拟减持20216股，总价约74万美元
Form 144 | SUPER MICRO COMPUTER前董事 YIH-SHYAN W LIAW 拟减持20216股，总价约74万美元
05-22
关联方拟减持公告
Form 144 | SUPER MICRO COMPUTER, INC. 前董事 YIH-SHYAN W LIAW 拟减持136,126股，拟套现约478.20万美元
Form 144 | SUPER MICRO COMPUTER, INC. 前董事 YIH-SHYAN W LIAW 拟减持136,126股，拟套现约478.20万美元
05-20
关联方拟减持公告
Form 144 | 前董事 Yih-Shyan W Liaw 拟减持54670股，总价约178万美元
Form 144 | 前董事 Yih-Shyan W Liaw 拟减持54670股，总价约178万美元
05-20
关联方拟减持公告
Form 144 | SUPER MICRO COMPUTER 前董事 YIH-SHYAN W LIAW 拟减持2万股，市值约62.25万美元
Form 144 | SUPER MICRO COMPUTER 前董事 YIH-SHYAN W LIAW 拟减持2万股，市值约62.25万美元
05-18
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-18
关联方拟减持公告
Form 144 | Super Micro Computer, Inc.前董事 Yih-Shyan W Liaw 拟减持67879股，总价约204万美元
Form 144 | Super Micro Computer, Inc.前董事 Yih-Shyan W Liaw 拟减持67879股，总价约204万美元
05-14
关联方拟减持公告
Form 144 | SUPER MICRO COMPUTER, INC. 前董事 Yih-Shyan W Liaw 拟减持30000股，合计约99.75万美元
Form 144 | SUPER MICRO COMPUTER, INC. 前董事 Yih-Shyan W Liaw 拟减持30000股，合计约99.75万美元
05-13
关联方拟减持公告
Form 144 | Super Micro Computer前董事Yih-Shyan W Liaw拟减持10000股，总价约33万美元
Form 144 | Super Micro Computer前董事Yih-Shyan W Liaw拟减持10000股，总价约33万美元
05-11
关联方拟减持公告
Form 144 | SUPER MICRO COMPUTER, INC. 董事 Yih-Shyan W Liaw 拟减持10000股，合计约355,500美元
Form 144 | SUPER MICRO COMPUTER, INC. 董事 Yih-Shyan W Liaw 拟减持10000股，合计约355,500美元
05-11
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
05-05
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-30
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-20
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-20
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
02-06
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
分时
5日
日
周
月
数据加载中...
最高
47.75
今开
45.26
量比
0.85
最低
45.21
昨收
47.42
换手率
3.58%
热议股票
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