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@价值大作手：$超微电脑(SMCI)$ 要是真不行，上周就该发预警了。记住：第三季度他们核销了数百万过时库存，这波操作直接拉低毛利率。第四季度毛利率预计重回10%以上。第三季度有些大单物流延迟拖累收入，九十天过去该解决了吧？第四季度刚拿下200亿刀大单，不管有没有开始发货，都是未来指引的弹药库。这波四季报+年报绝对稳，按上述逻辑我赌业绩超预期。

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