超微电脑Q1营收50亿美元低于预期，维持全年业绩预期330亿美元不变

Group 1 - The core viewpoint of the article is that Supermicro's preliminary Q1 revenue data fell short of market expectations, but the company maintains its full-year revenue guidance of at least $33 billion [1][3] - Supermicro expects Q1 revenue to be $5 billion, down from previous forecasts of $6 billion to $7 billion, while analysts had anticipated $6.52 billion [1] - The revenue decline is attributed to design order upgrades, which have shifted some expected revenue from Q1 to Q2 of fiscal year 2026 [1] Group 2 - Despite the revenue miss, Supermicro announced it has secured over $12 billion in design orders, with customer requests for delivery in Q2 [3] - The company reported strong demand for its Nvidia GB300, B300, RTX Pro, and AMD 355X LC products, which have begun shipping [3] - Supermicro's CEO, Charles Liang, reaffirmed the company's full-year revenue guidance and noted that the new AI liquid cooling solutions have received high recognition from customers, leading to accelerated demand growth and an expanding market share [3]