美股异动｜超微电脑跌超6.6%，因订单延迟下调2026财年首季营收指引

Core Insights - Super Micro Computer (SMCI.US) experienced a decline of over 6.6%, trading at $49 due to a downward revision of its revenue guidance for Q1 FY2026 [1] - The company now expects revenue to reach $5 billion, significantly lower than the previous forecast of $6 billion to $7 billion, attributed to changes in delivery schedules for large AI projects [1] - Despite the short-term revenue adjustment, the company reaffirmed its revenue forecast of at least $33 billion for FY2026, driven by strong demand for AI solutions [1] - Super Micro Computer has secured over $12 billion in new business orders and plans to commence deliveries in Q2 FY2026 [1]