$超微电脑(SMCI_老虎社区_美港股上老虎 - 老虎社区

梦想去拉萨

$超微电脑(SMCI)$ 请教一下，如果英伟达的ai芯片供不应求，为啥smci不能狠狠的涨价，维持住自己的毛利率呢？是不是意味着ai算力的需求也没那么旺盛？

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精彩评论

chivvry
2024-08-08
chivvry
他本身没有技术护城河，也就是说英伟达不依赖它，它能有现在的股价就是靠和英伟达，老黄有很不错的关系，大量订单优先给它，你觉得它有法涨价吗
瓦利
2024-08-12
瓦利
可不是，就一个做机房的

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