SMCI逼近$800！你觉得股价泡沫有多大？ - 老虎社区

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&nbsp;</a>780","text":"$超微电脑(SMCI)$ 780","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298754483273928","isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298003460702280,"gmtCreate":1713783485203,"gmtModify":1713791666135,"author":{"id":"4129449932931840","authorId":"4129449932931840","name":"BiyaPay","avatar":"https://static.tigerbbs.com/54f594f0cd2f735016d0495ccacbc7ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129449932931840","idStr":"4129449932931840"},"themes":[],"title":"AI热潮熄火？其中“一年十倍股”的超微暴跌23%，如果你是投资者你怎么看？超微电脑还值得投入吗？","htmlText":"上周五，“一年十倍股”超微电脑 (SMCI)大幅下跌超23%，创两个多月新低。伴随着还有英伟达下跌10%，引起了AI的恐慌抛售。SMCI行情走势，BiyaPay App熟悉超微电脑的投资者都知道，超威电脑主要提供数据中心的整套机架解决方案，包括服务器、主板、机箱、网络卡、交换机等。公司与英伟达、AMD等AI芯片公司紧密合作，为用户提供从芯片到完整AI服务器的方案。公司主要客户包括OpenAI、谷歌、微软、Meta等大型科技公司。近年来，超微电脑的股价更是迅速飙涨，主要原因在于市场对其服务器（AI芯片的基础设施）的强劲需求。对于超微来说，谁赢得人工智能竞赛并不重要。因为如果你购买人工智能芯片，无论是从英伟达还是其他公司购入，你都需要接入并冷却芯片——这便是超微的用武之地。作为2022年和2023年表现最亮眼的科技股之一，去年暴涨246%，前年涨幅也高达87%。超微周五的暴跌，使其成为当日标普500指数成分股中跌幅最大的公司，该公司上个月刚刚加入标普500指数。然而超微也拖垮了包括英伟达在内的一众科技股，芯片半导体巨头集体遭遇前所未有的大跌。去年8月，超微单日暴跌超23%，带崩整个芯片半导体板块，也拖累了英伟达当日大跌近5%。没想到，同样的事情如今再次上演。作为当前美股势头最猛的重磅板块，它们的大跌严重影响了市场情绪，拖累其他行业跟着下跌。前不久还在不断创新高，为什么就大变脸了？那这个赛道还有戏吗？超微电脑还值得投入吗？风雨欲来?有人说昨晚这一轮AI巨头大跌潮是有英伟达带崩的，也有人说是大妖股超微电脑惹的祸，但其实这是一场“没有一片雪花是无辜的雪崩”。4月19日，超微电脑宣布，将在2024年4月30日星期二公布2024财年第三季度财报，将于美国东部时间下午5:00召开电话会议。除此之外并未给出更多的财报细节。但近几个季度以来，超微电脑都会预先披露自家亮眼的销售及利润表现。例如今","listText":"上周五，“一年十倍股”超微电脑 (SMCI)大幅下跌超23%，创两个多月新低。伴随着还有英伟达下跌10%，引起了AI的恐慌抛售。SMCI行情走势，BiyaPay App熟悉超微电脑的投资者都知道，超威电脑主要提供数据中心的整套机架解决方案，包括服务器、主板、机箱、网络卡、交换机等。公司与英伟达、AMD等AI芯片公司紧密合作，为用户提供从芯片到完整AI服务器的方案。公司主要客户包括OpenAI、谷歌、微软、Meta等大型科技公司。近年来，超微电脑的股价更是迅速飙涨，主要原因在于市场对其服务器（AI芯片的基础设施）的强劲需求。对于超微来说，谁赢得人工智能竞赛并不重要。因为如果你购买人工智能芯片，无论是从英伟达还是其他公司购入，你都需要接入并冷却芯片——这便是超微的用武之地。作为2022年和2023年表现最亮眼的科技股之一，去年暴涨246%，前年涨幅也高达87%。超微周五的暴跌，使其成为当日标普500指数成分股中跌幅最大的公司，该公司上个月刚刚加入标普500指数。然而超微也拖垮了包括英伟达在内的一众科技股，芯片半导体巨头集体遭遇前所未有的大跌。去年8月，超微单日暴跌超23%，带崩整个芯片半导体板块，也拖累了英伟达当日大跌近5%。没想到，同样的事情如今再次上演。作为当前美股势头最猛的重磅板块，它们的大跌严重影响了市场情绪，拖累其他行业跟着下跌。前不久还在不断创新高，为什么就大变脸了？那这个赛道还有戏吗？超微电脑还值得投入吗？风雨欲来?有人说昨晚这一轮AI巨头大跌潮是有英伟达带崩的，也有人说是大妖股超微电脑惹的祸，但其实这是一场“没有一片雪花是无辜的雪崩”。4月19日，超微电脑宣布，将在2024年4月30日星期二公布2024财年第三季度财报，将于美国东部时间下午5:00召开电话会议。除此之外并未给出更多的财报细节。但近几个季度以来，超微电脑都会预先披露自家亮眼的销售及利润表现。例如今","text":"上周五，“一年十倍股”超微电脑 (SMCI)大幅下跌超23%，创两个多月新低。伴随着还有英伟达下跌10%，引起了AI的恐慌抛售。SMCI行情走势，BiyaPay 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拭目以待吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297549186674856","isVote":1,"tweetType":1,"viewCount":3969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297168457351304,"gmtCreate":1713579714393,"gmtModify":1714291743878,"author":{"id":"77861389540634","authorId":"77861389540634","name":"季风","avatar":"https://static.tigerbbs.com/68442ff49e84ad9d04ea8ecd3921185c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"77861389540634","idStr":"77861389540634"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ &nbsp;</a>想想对这种股其实可以这样，每个周五买1000元的低残价外put，可能失败多次，但赌到就是几十倍大赚，还是值博的","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ &nbsp;</a>想想对这种股其实可以这样，每个周五买1000元的低残价外put，可能失败多次，但赌到就是几十倍大赚，还是值博的","text":"$超微电脑(SMCI)$ 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href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> [抠鼻]","text":"不到两周，SMCI也要发布季度财报了 半导体，已经看到了台积电和阿斯麦的表现，似乎受大盘的影响，比业绩本身更大。同时业绩本身，可能也达不到分析师的预期，大家怎么看呢？ $超微电脑(SMCI)$ [抠鼻]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296938241245232","isVote":1,"tweetType":1,"viewCount":6455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295891419013352,"gmtCreate":1713248036803,"gmtModify":1713248042253,"author":{"id":"3527667711366936","authorId":"3527667711366936","name":"Bourse2022","avatar":"https://static.tigerbbs.com/310d8bb8a94d30e67254ff7e90884e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667711366936","idStr":"3527667711366936"},"themes":[],"htmlText":"标普权重最高的信息技术板块，3月份的空头押注，相比2月有所增加。SMCI是第二大被做空的个股四月还是应该谨慎，SMCI很依赖库存和新建或扩大规模的工厂，但当客户需求减少时，收入和利润上就会马上体现","listText":"标普权重最高的信息技术板块，3月份的空头押注，相比2月有所增加。SMCI是第二大被做空的个股四月还是应该谨慎，SMCI很依赖库存和新建或扩大规模的工厂，但当客户需求减少时，收入和利润上就会马上体现","text":"标普权重最高的信息技术板块，3月份的空头押注，相比2月有所增加。SMCI是第二大被做空的个股四月还是应该谨慎，SMCI很依赖库存和新建或扩大规模的工厂，但当客户需求减少时，收入和利润上就会马上体现","images":[{"img":"https://static.tigerbbs.com/1ceaac3c8154631664adf9dabc7b436c","width":"865","height":"305"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295891419013352","isVote":1,"tweetType":1,"viewCount":3782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295408974782552,"gmtCreate":1713147236548,"gmtModify":1713147239140,"author":{"id":"3527667712494123","authorId":"3527667712494123","name":"格鲁1498","avatar":"https://static.tigerbbs.com/dd05209ce138618bd17e3f60110c2d29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667712494123","idStr":"3527667712494123"},"themes":[],"htmlText":"在考虑是否重新下单做空1股smci？ <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 做空smci，感觉就是在泥潭里与猪摔跤，赢了一身泥，输了也是全身泥500多亿市值，70多倍pe，一点都不便宜。增发价是875元，按道理，增发对公司极有利，能大幅降低pb，但这么高价发行，本身也就是觉得贵，很贵才增发新股，泡沫什么时候爆还未知","listText":"在考虑是否重新下单做空1股smci？ <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 做空smci，感觉就是在泥潭里与猪摔跤，赢了一身泥，输了也是全身泥500多亿市值，70多倍pe，一点都不便宜。增发价是875元，按道理，增发对公司极有利，能大幅降低pb，但这么高价发行，本身也就是觉得贵，很贵才增发新股，泡沫什么时候爆还未知","text":"在考虑是否重新下单做空1股smci？ $超微电脑(SMCI)$ 做空smci，感觉就是在泥潭里与猪摔跤，赢了一身泥，输了也是全身泥500多亿市值，70多倍pe，一点都不便宜。增发价是875元，按道理，增发对公司极有利，能大幅降低pb，但这么高价发行，本身也就是觉得贵，很贵才增发新股，泡沫什么时候爆还未知","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295408974782552","isVote":1,"tweetType":1,"viewCount":4910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294126120124432,"gmtCreate":1712836406885,"gmtModify":1712836422677,"author":{"id":"3527667707446439","authorId":"3527667707446439","name":"周小小88","avatar":"https://static.tigerbbs.com/9996b98cf4d1d2eac25d1802ef0f6acc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667707446439","idStr":"3527667707446439"},"themes":[],"title":"为什么比起戴尔，更应该买SMCI？","htmlText":"\n \n \n  为什么比起戴尔，更应该买SMCI？ <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a>\n \n","listText":"为什么比起戴尔，更应该买SMCI？ <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a>","text":"为什么比起戴尔，更应该买SMCI？ $超微电脑(SMCI)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/294126120124432","isVote":1,"tweetType":2,"object":{"id":"bf555d4283874529bb50348597e5d5d1","tweetId":"294126120124432","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/ff3c47781397757888920750832/t8E7RJOHIGEA.mp4","poster":"https://static.tigerbbs.com/17cccc2626039f004c33e1b1661eb53e"},"viewCount":12784,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000156","authorId":"9000000000000156","name":"股票绿油油","avatar":"https://static.tigerbbs.com/b4a154b278beaa70b0fbaaf917d07731","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000156","idStr":"9000000000000156"},"content":"我的笔记本是戴尔的，十多年了，依旧很好，股票也会买它","text":"我的笔记本是戴尔的，十多年了，依旧很好，股票也会买它","html":"我的笔记本是戴尔的，十多年了，依旧很好，股票也会买它"},{"author":{"id":"9000000000000546","authorId":"9000000000000546","name":"会唱歌的小包子","avatar":"https://static.tigerbbs.com/524c2b779d765172bbfd2b18e3de63d9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000546","idStr":"9000000000000546"},"content":"大佬分析股票的手法我很喜欢，这股票我不喜欢","text":"大佬分析股票的手法我很喜欢，这股票我不喜欢","html":"大佬分析股票的手法我很喜欢，这股票我不喜欢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293132061618336,"gmtCreate":1712584973361,"gmtModify":1714291743915,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3472536105367512","idStr":"3472536105367512"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a>今晚900问题不大吧&nbsp;","text":"$超微电脑(SMCI)$ 今晚900问题不大吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/291260117578040","isVote":1,"tweetType":1,"viewCount":5682,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548935819940174","authorId":"3548935819940174","name":"DTJIE","avatar":"https://static.tigerbbs.com/4a9e761a34c02f3c69d29bf491f14c5c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3548935819940174","idStr":"3548935819940174"},"content":"上周十万手大哥已入。","text":"上周十万手大哥已入。","html":"上周十万手大哥已入。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291195670048808,"gmtCreate":1712114909508,"gmtModify":1712329204010,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440721572920950","idStr":"3440721572920950"},"themes":[],"title":"地震对台积电及岛内半导体产业链的影响","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 撤离了部分生产线和工厂区，以应对今晨的7.4级大地震，部分生产经营出现了中断，可能导致台积电(TSMC)的重要客户，如 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 的供应链生产延误。Image根据历史经验，地震会影响行业的五个部门：（1）台湾省芯片cowos封装板块，GPU/AI芯片产能。（2）台湾省的晶圆厂代工，高阶手机和服务器芯片。（3）台湾省的面板LCD工业，将持续影响供给。（4）日韩的存储产业，dram和nand/hbm。（5）日本的半导体材料产业：光刻胶/大硅片/零部件但目前来看受影响程度不深，据台积电称，他们的工厂设计达到7级(地震)，一些石英管破裂，线上晶圆部分损毁，部分机器暂停进行停机检修以避免偏差。对台积电工作时间的预估影响约为6小时或更少，对台积电Q2营收的影响约为6000万美元，对毛利润率影响低于50个基点。 不过，台积电仍在评估地震的全面影响，但这些中断可能会导致”链条效应\"，从而依赖台积电生产的较小公司和下游节点可能会经历交货延迟。这可能会影响台积电更广泛的供应链。因为先进制程的工厂主要在西边，被中央山脉阻挡，影响可能有限。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 撤离了部分生产线和工厂区，以应对今晨的7.4级大地震，部分生产经营出现了中断，可能导致台积电(TSMC)的重要客户，如 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 的供应链生产延误。Image根据历史经验，地震会影响行业的五个部门：（1）台湾省芯片cowos封装板块，GPU/AI芯片产能。（2）台湾省的晶圆厂代工，高阶手机和服务器芯片。（3）台湾省的面板LCD工业，将持续影响供给。（4）日韩的存储产业，dram和nand/hbm。（5）日本的半导体材料产业：光刻胶/大硅片/零部件但目前来看受影响程度不深，据台积电称，他们的工厂设计达到7级(地震)，一些石英管破裂，线上晶圆部分损毁，部分机器暂停进行停机检修以避免偏差。对台积电工作时间的预估影响约为6小时或更少，对台积电Q2营收的影响约为6000万美元，对毛利润率影响低于50个基点。 不过，台积电仍在评估地震的全面影响，但这些中断可能会导致”链条效应\"，从而依赖台积电生产的较小公司和下游节点可能会经历交货延迟。这可能会影响台积电更广泛的供应链。因为先进制程的工厂主要在西边，被中央山脉阻挡，影响可能有限。","text":"$台积电(TSM)$ 撤离了部分生产线和工厂区，以应对今晨的7.4级大地震，部分生产经营出现了中断，可能导致台积电(TSMC)的重要客户，如 $苹果(AAPL)$ 和$英伟达(NVDA)$ 的供应链生产延误。Image根据历史经验，地震会影响行业的五个部门：（1）台湾省芯片cowos封装板块，GPU/AI芯片产能。（2）台湾省的晶圆厂代工，高阶手机和服务器芯片。（3）台湾省的面板LCD工业，将持续影响供给。（4）日韩的存储产业，dram和nand/hbm。（5）日本的半导体材料产业：光刻胶/大硅片/零部件但目前来看受影响程度不深，据台积电称，他们的工厂设计达到7级(地震)，一些石英管破裂，线上晶圆部分损毁，部分机器暂停进行停机检修以避免偏差。对台积电工作时间的预估影响约为6小时或更少，对台积电Q2营收的影响约为6000万美元，对毛利润率影响低于50个基点。 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