Super Micro Computer(SMCI)

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美股六连涨暗藏杀机!中概股分化背后谁在偷跑?
Sou Hu Cai Jing· 2025-04-30 00:37
家人们,我是帮主郑重。二十年盯盘练就的火眼金睛,带你们穿透这波美股连涨的迷雾,看清市场真正的底牌!昨夜道指、标普双双拿下六连阳,表面歌舞 升平,实则暗流涌动——科技股分化、中概股疲软、大宗商品集体趴窝,这行情可比悬疑片还刺激! 先说这美股"虚假繁荣"的戏码。道指0.75%的涨幅看着热闹,但扒开成分股一看,波音、卡特彼勒这些传统巨头贡献了过半涨幅,分明是资金在玩"高低切 换"的避险游戏。更值得玩味的是纳指,0.55%的涨幅全靠特斯拉硬撑,这位"孤胆英雄"独吞2.15%的涨幅,而亚马逊、谷歌这些老牌科技龙头却逆势微跌 ——这哪是牛市?分明是特斯拉带着几个小弟在扛旗! 下期咱们重点拆解"超微电脑暴雷连锁反应",关注帮主郑重,二十年经验教你如何从危机中挖黄金!散会! 债市动向更值得细品。十年期美债收益率跌破4.17%,两年期收益率来到3.65%,这陡峭化的收益率曲线在暗示什么?结合消费者信心指数跌至疫情新低, 还有职位空缺数三连降,市场这是在赌美联储九月必降息啊!但各位别忘了,美联储那帮老头最擅长的就是"用嘴加息",小心预期差反杀。 说到这,帮主给家人们划三条重点:其一,美股这波连涨根基不牢,科技股要等英伟达财报一锤 ...
AI热潮预警信号再现!超微电脑(SMCI.US)初步业绩远逊预期 盘后暴跌引发行业地震
智通财经网· 2025-04-30 00:29
智通财经APP获悉,周二美股盘后,超微电脑(SMCI.US)股价暴跌,此前公布的初步业绩远低于分析师 预期,表明该公司的业务复苏计划进展缓慢。 这家人工智能(AI)服务器制造商周二发布声明称,第三财季销售额预计为45亿至46亿美元,不仅远低于 分析师53.5亿美元的平均预期,也大幅低于公司此前约55亿美元的业绩指引。截至3月31日的季度,经 调整后每股收益仅为0.29至0.31美元,而市场预期为0.53美元。 作为曾经备受AI概念追捧的明星股,超微电脑因搭载高性能显卡的AI服务器需求激增而风光无限。今 年2月,该公司还给出了积极的长期营收指引,称在截至2026年6月的财政年度,销售额将达到400亿美 元,几乎是分析师对本财年预测值的两倍。首席执行官Charles Liang曾向分析师表示:"若供应链能跟 上需求,我们对2025年重现甚至超越2023年的增长充满信心。" 但该公司解释称,部分客户推迟采购计划,导致订单转移至本季度。这份不及预期的报告导致其股价在 周二美股收于36美元后,盘后一度重挫近20%。芯片巨头英伟达(NVDA.US)跌幅约2%, AMD(AMD.US)跌幅约1%。 Bloomberg In ...
隔夜美股 | 美商务部长称已与某个国家达成贸易协议 道指、标普500指数连涨六日
智通财经网· 2025-04-29 22:13
智通财经APP获悉,周二,三大指数上涨,道指与标普500指数连续第六日上涨。美国商务部长卢特尼 克周二在接受采访时表示,他已与一个匿名的国家达成了一项贸易协议。他表示:"我的一项协议已经 达成,达成,达成,达成。但我需要等待他们的领导人和他们的议会批准,我预计那将很快。"这项贸 易协议将是本届特朗普政府达成的第一项贸易协议。不过卢特尼克没有说出国名。 【美股】截至收盘,道指涨300.03点,涨幅为0.75%,报40527.62点;纳指涨95.18点,涨幅为0.55%,报 17461.32点;标普500指数涨32.08点,涨幅为0.58%,报5560.83点。 【欧股】德国DAX30指数涨159.23点,涨幅0.72%,报22416.02点;英国富时100指数涨46.54点,涨幅 0.55%,报8463.88点;法国CAC40指数跌17.89点,跌幅0.24%,报7555.87点;欧洲斯托克50指数跌 10.74点,跌幅0.21%,报5159.75点;西班牙IBEX35指数跌86.44点,跌幅0.64%,报13360.16点;意大利 富时MIB指数涨381.48点,涨幅1.02%,报37847.00点。 【亚太 ...
Super Micro shares dive after server maker issues weak preliminary financials
CNBC· 2025-04-29 20:41
Super Micro shares fell as much as 19% on Tuesday after the server maker announced preliminary results for the fiscal third quarter that were lower than analysts had projected.Here's how the company's preliminary numbers compare with the LSEG consensus:Earnings per share: 29 to 31 cents per share adjusted vs. 54 cents expectedRevenue: $4.5 billion to $4.6 billion vs. $5.50 billion expectedSuper Micro lowered the ranges from earlier guidance for the quarter, which ended on March 31, according to a statement. ...
超微电脑公司盘后下跌15%。
news flash· 2025-04-29 20:35
超微电脑公司盘后下跌15%。消息面上,超微电脑第三财季调整后EPS初步数据为0.29-0.31美元,分析 师预期0.53美元。 ...
VRT vs. SMCI: Which AI Infrastructure Stock is a Stronger Buy?
ZACKS· 2025-04-29 20:00
Vertiv (VRT) and Super Micro Computer (SMCI) are well-known providers of artificial intelligence (AI) infrastructure in the data center market. While Vertiv offers power and thermal management products Super Micro Computer provides rack-scale solutions optimized for various AI and HPC workloads as well as IT solutions. Per IDC estimates, AI infrastructure is poised to surpass $200 billion in spending by 2028, offering solid opportunity for both the stocks. However, both Vertiv and Super Micro Computer share ...
AI-Driven Server and Storage Demand Likely to Boost SMCI's Q3 Earnings
ZACKS· 2025-04-29 12:55
Super Micro Computer, Inc. (SMCI) is preparing to announce its third-quarter fiscal 2025 results this week. Amid an artificial intelligence (AI) infrastructure boom, the company is well-positioned for another quarter of strong revenue growth.Strong Server and Storage Demand to Fuel SMCI’s Sales GrowthThe Server and Storage Systems segment remains the cornerstone of Super Micro Computer’s financial strength. The Zacks Consensus Estimate for the segment’s third-quarter revenues is pegged at $5.08 billion, mar ...
4 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
The Motley Fool· 2025-04-28 16:00
Consider buying small stakes in these fundamentally strong stocks now.Wall Street has seen significant volatility in 2025, triggered by fears of a potential recession and new rounds of tariff wars. However, this market turmoil can also offer an opportunity to quietly compound your long-term wealth.If you look beyond the daily panic, you will notice a few companies that are demonstrating healthy top-line growth while maintaining substantial competitive moats in their respective markets. Here's why Nvidia (NV ...
Should You Buy Super Micro Computer Stock Before Q3 Earnings?
ZACKS· 2025-04-28 15:25
Super Micro Computer, Inc. (SMCI) is set to report its third-quarter fiscal 2025 on April 29.For the fiscal third quarter, the company expects revenues between $5 billion and $6 billion. The Zacks Consensus Estimate is pegged at $5.34 billion, indicating growth of 38.6% from the year-ago quarter’s reported value.Super Micro Computer expects non-GAAP earnings per share between 46 cents and 62 cents. The Zacks Consensus Estimate for earnings is pegged at 52 cents per share, suggesting a decline of 22.4% from ...
5 Stocks With Lucrative Valuation and Price Upside to Buy on the Dip
ZACKS· 2025-04-28 12:10
U.S. stock markets are witnessing extreme volatility in April due to the imposition of the Trump administration's tariffs. Although, negotiations between the United States and several other countries including China are ongoing, nothing positive has emerged so far. As a result, several good stocks have lost significant value and become very attractive at their current prices. Here, we recommend five such stocks with a favorable Zacks Rank. Investment in these stocks should be fruitful in the short-term. The ...