$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。

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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