超微电脑F2Q业绩强劲但仍存隐忧——市场快评_老虎社区_美港股上老虎

超微电脑F2Q业绩强劲但仍存隐忧——市场快评

投资观察02-04 22:03

尽管超微电脑第二财季表现强劲，销售额同比激增逾两倍，为这家长期难以达成自身业绩指引的公司带来了可喜的逆转。然而，分析师指出，随着英伟达在数据中心机架设计和内容方面日益占据主导地位，作为原始设备制造商的超微电脑可能难以维持利润率或使其解决方案脱颖而出。此外，由于缺乏强大的存储和网络知识产权，超微电脑的业绩仍与更广泛的人工智能服务器利润趋势紧密相关。超微电脑股价在盘前交易中大幅飙升9.7%。

（完）

2026年2月4日 08:59 ET (13:59 GMT)

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