AI关键时刻，全球瞩目！

Core Viewpoint - The article highlights the significant stock price movements of Supermicro and Nvidia, with Supermicro's stock surging 25% after releasing its financial report, while Nvidia's upcoming earnings report is anticipated to impact the AI sector's stock prices. Group 1: Supermicro Financial Performance - Supermicro's stock rose 25% in pre-market trading after submitting its quarterly and annual financial reports, alleviating concerns about potential delisting from Nasdaq [3]. - For Q4 2024, Supermicro reported revenue of $5.678 billion, a 54.9% increase from $3.665 billion year-over-year; gross profit was $670 million compared to $564 million; and net income was $321 million, up from $296 million [3]. - In the second half of 2024, Supermicro's revenue reached $11.615 billion, a 100.8% increase from $5.785 billion year-over-year; gross profit was $1.446 billion compared to $918 million; operating profit was $878 million, up from $544 million; and net income was $745 million, compared to $453 million [3]. - Supermicro acknowledged ongoing risks related to its financial reporting obligations and the challenges it faces despite submitting overdue reports [3][5]. Group 2: Nvidia Earnings Anticipation - Nvidia's stock increased by 2.3% ahead of its earnings report, with investors keenly awaiting the results, especially following the emergence of DeepSeek [7]. - Analysts expect Nvidia's revenue for Q4 to surge 73% to $38.2 billion, compared to approximately $20 billion in the same quarter last year [7]. - Investors are particularly focused on Nvidia's gross margin, which exceeded 70% in the previous quarter, indicating strong pricing power; any decline in margin could signal increased competition or a shift towards more cost-effective AI training solutions [7][8]. - Forward guidance for Q1 2025 is critical; any warning of a slowdown in AI infrastructure spending could lead to negative market reactions [8]. - Analysts are divided on Nvidia's outlook, with some believing that demand for its Blackwell GPUs remains strong, while others caution that high market expectations could lead to significant stock declines if results fall short [9][10].