$超微电脑(SMCI_老虎社区_美港股上老虎

不看好，虽然财报显示业绩很亮眼，但毕竟是一家制造类公司，没有技术护城河，只是恰好赶上ai发展红利了。这么高的估值到底值不值，怎么看都是短期玩的，不买不买。

周二美股盘后，服务器制造商 $超微电脑 (SMCI.US)$ 公布了第三财季的初步业绩，数据低于分析师预期，股价盘后重挫。【大家会逢低进场SMCI吗？】

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