高盛下调超微电脑目标价至26美元

Group 1 - Goldman Sachs has assigned a "sell" rating to Supermicro, a major player in the AI server market, and has lowered its target price from $34 to $26 [1] - The rationale behind this downgrade is that the gross margin for AI servers is only in the single digits, which is suppressing the overall gross margin performance for the year [1]