股价大跌8.72%！超微电脑Q1营收50亿美元低于预期，维持全年业绩不变

Core Viewpoint - The company reported Q1 earnings below expectations, attributing the revenue shortfall to the shifting of anticipated income to Q2 of FY2026 due to design order upgrades [1][2][5]. Group 1: Financial Performance - The company expects Q1 revenue to be $5 billion, down from previous forecasts of $6 billion to $7 billion, with analysts initially predicting $6.52 billion [2]. - The stock price fell by 8.72% following the earnings report, with intraday declines exceeding 10% [1][3]. Group 2: Orders and Demand - The company announced it has secured over $12 billion in design orders, with customer requests for delivery in Q2 [4]. - Demand for products such as Nvidia GB300, B300, RTX Pro, and AMD 355X LC is reported to be "strong," and these products have begun shipping [4]. Group 3: Future Outlook - The company maintains its full-year performance expectations, reaffirming a revenue target of at least $33 billion for FY2026 [5][6]. - The newly launched AI liquid cooling solutions have received high recognition from customers, leading to increased demand and market share growth in the AI sector [6].