Super Micro Computer ( SMCI ) ’s share price crashed 17% earlier this month when the company said, based off of its preliminary (unaudited) results, that it badly missed its own top-line guidance. Last week, Super Micro Computer submitted its full earnings sheet which causedAnalyst’s Disclosure: I/we have a beneficial long position in the shares of SMCI, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

May 9, 2025 01:20 PM GMT BOE Technology | Asia Pacific | M | | | | --- | --- | --- | | | | Update | | May 9, 2025 01:20 PM GMT | | | | BOE Technology Asia Pacific | Morgan Stanley Taiwan Limited+ | | | | Derrick Yang Equity Analyst | | | China BEST Conference 2025 | Derrick.Yang@morganstanley.com | +886 2 2730-2862 | | | Vivi Huang | | | | Research Associate | | | Feedback | Vivi.Huang@morganstanley.com | +886 2 2730-2860 | | | Sharon Shih | | | | Equity Analyst | | | | Sharon.Shih@morganstanley.com | +886 ...

Even with Supermicro’s ( SMCI ) Q3 earnings miss, with gross margins declining to 9.7% and EPS trimmed almost in half sequentially, the stock remained at the key $30 support level since myHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting ...

Core Insights - Lenovo's China Infrastructure Business announced a comprehensive product upgrade at the 2025 Lenovo Innovation Technology Conference, introducing six innovative technologies and two major upgrades [2] Group 1: Innovative Technologies - The six innovative technologies include: AI inference acceleration algorithm set, AI compiler optimizer, AI training and inference slow node fault prediction and self-healing system, expert parallel communication algorithm, "Flying Fish" bionic cooling design and immersion cooling system, and cost-performance dual optimization operating system for computing power services [2] - The AI inference acceleration algorithm can enhance AI inference performance by 5-10 times [2] - The AI compiler optimizer reduces training and inference computing costs by at least 15% [2] - The AI training and inference slow node fault prediction and self-healing system achieves self-healing in hundred-card seconds, thousand-card minutes, and ten-thousand-card ten minutes [2] - The expert parallel communication algorithm reduces inference latency by at least three times [2] Group 2: Major Upgrades - Lenovo announced two major upgrades based on the six innovative technologies: the Lenovo Wanquan Heterogeneous Intelligent Computing Platform 3.0 version and a comprehensive upgrade of Lenovo's AI infrastructure across computing power, storage capacity, and transport capacity [2] - The Wanquan Heterogeneous Intelligent Computing Platform 3.0 builds on five differentiated technologies from the previous year and introduces four new heterogeneous intelligent computing technologies to enhance local infrastructure computing efficiency [2] Group 3: New Server Family - Lenovo's new computing server family utilizes the latest generation of Intel® Xeon® 6 processors, featuring more cores and faster memory compared to the previous generation, with each core equipped with AI acceleration capabilities [3] - The number of processor cores has increased by 225%, doubling AI workload performance, and cabinet performance output has improved by 42% [3] Group 4: Strategic Vision - The release of the six innovative technologies and two major upgrades is a result of Lenovo's commitment to its "one horizontal and five vertical" strategic layout [3] - The company aims to continue exploring technological innovation potential and actively build an ecosystem through the development of continuously iterating hybrid infrastructure [3]

EQUITY RESEARCH | May 8, 2025 | 6:45AM CS T PROPERTY MANAGEMENT BUILDING PRODUCTS HOME FURNISHING & APPLIANCES CONSTRUCTION MATERIALS AGENCY DEVELOPERS China Shifting to domestic demand story; highlighting Buy ideas in property value chain We turn more constructive on property value chain stocks as we see potential policy support for domestic demand as a multi-year effort to mitigate external uncertainties. We view the selected 7 stocks in 5 sectors (developer: CRL, building materials: Yuhong/BNBM/Kinlong, ...

1、市场早间低开高走，创业板指盘中涨近2%。军工板块延续强势，金通灵、华伍股份、航天长峰、成 飞集成等十余股涨停。鸿蒙概念股表现活跃，网达软件、东方中科、东华软件等涨停。光伏板块集体反 弹，高测股份、星帅尔、汉钟精机涨停。算力硬件方向走强，沃尔核材涨停，新易盛涨超10%。下跌方 面，PEEK材料概念调整，中欣氟材跌停。个股涨多跌少，沪深京三市超3800股飘红，上午半天成交 8272亿。午间收盘沪指涨0.38%，深成指涨1.03%，创业板涨1.74%。 2、板块概念方面，军工、光伏、鸿蒙、AI应用等板块领涨；PEEK材料、农业、化工、航运港口等板 块下跌； 3、两市共3686只个股上涨，85只个股涨停；1247只个股下跌，5只个股跌停；16只股票炸板，炸板率 21%。 ...

Core Insights - The introduction of robots in the production process at Xiong'an Baixin Information Technology Co., Ltd. has led to an increase in production efficiency by over 200% [3][4][5] Company Overview - Xiong'an Baixin is a supplier of computing hardware for the digital economy, primarily providing self-controlled server products [3] - The company moved into the Xiong'an New Area's Science and Technology Innovation Center in September 2023 [3] Technological Implementation - The production facility utilizes over a thousand QR codes on the floor to guide AGV (Automated Guided Vehicle) robots in their operations [3][4] - Currently, five AGV robots are in operation, which autonomously transport heavy server components weighing up to 300 kilograms [4] Robotics in Production - Various types of robots are employed in the production process, including: - Grabbing robots that accurately pick server chassis and components [4] - Stacking robots that automatically stack finished servers for packaging [4] - Palletizing robots that organize packaged servers for transport [4] Smart Management System - The company has developed a "Smart Production Cockpit" system for real-time production management, allowing monitoring of production status, order sources, inventory, and environmental conditions [5] - The integration of hardware (robots) and software (management system) enhances production flexibility and improves the overall quality of products [5]

As we had predicted in our previous coverage on the stock, Super Micro Computer, Inc.’s (NASDAQ: SMCI ) early-year upsurge was poised to dissipate. Recall that the stock had more than doubled in the two weeks following itsAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (ot ...

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With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Back in early March, I published my bullish upgrade on Super Micro Computer, Inc. (NASDAQ: SMCI ) stock (from "Hold" to "Buy"), expecting that SMCI should keep reversing massively in the span of the next few weeks as itsHe leads the investing group B ...