$超微电脑(SMCI_老虎社区_美港股上老虎

J0J0

2024-05-21

$超微电脑(SMCI)$ 破1000没问题，海外云厂商capex非常积极。nvda Q2不差，超微全年展望也会再次上调。tmsc当前展望也非常积极

SMCI绩后狂泄！准备跌到多少加仓？

今年股价狂飙超80%的SMCI，在下调其财年销售额预测，以及公布不及市场预期的整体季度业绩与季度利润预测后，当前股价盘后暴跌超17%。【利润率承压，大家还看好SMCI后续发展吗？现在逢低加仓？】

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