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想多了破烂分析师不会太影响股价的

@XXY 2025：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)$ $美特尔(5DX.SI)$

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