SMCI的股价下跌可_老虎社区_美港股上老虎

XXY 2025

2024-08-27

SMCI的股价下跌可能与同期英伟达股价的大跌有关。

而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的"催化剂观察"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。

根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大$拼多多(PDD)$ $西锐(02507)$$苹果(AAPL)$ $美特尔(5DX.SI)$

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Ricci_0175
2024-08-27
Ricci_0175
想多了破烂分析师不会太影响股价的
黄油手11
2024-08-27
黄油手11
了解了，有可能相关
爱如粪土
2024-08-27
爱如粪土
受英伟达股价影响
XXY 2025
2024-08-27
XXY 2025
As
- XXY 2025:
  Rt

发表看法

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