美股异动丨超微电脑盘前涨超11%，Q2业绩超预期，AI数据中心设备需求强劲_老虎社区_美港股上老虎

美股异动丨超微电脑盘前涨超11%，Q2业绩超预期，AI数据中心设备需求强劲

格隆汇02-04 17:16

超微电脑(SMCI.US)盘前涨超11%，报33.05美元。消息面上，超微电脑公布截至12月31日的第二财季业绩，销售额同比暴增超123%至126.8亿美元，超过分析师预期的102.2亿美元；调整后每股收益为69美分，亦超过分析师预期的49美分。展望第三财季，超微电脑预计营收将至少达到123亿美元，调整后每股收益将至少为60美分，均超过预期，显示市场对其用于运行AI数据中心的设备需求强劲。此外，公司将本财年销售额指引从至少360亿美元上调到至少400亿美元。(格隆汇)

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2608351248?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-04 17:16","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2608351248","market":"hk","top_or_hot":-1,"title":"美股异动丨超微电脑盘前涨超11%，Q2业绩超预期，AI数据中心设备需求强劲","media":"格隆汇","content":"<html><body><p>超微电脑(SMCI.US)盘前涨超11%，报33.05美元。消息面上，超微电脑公布截至12月31日的第二财季业绩，销售额同比暴增超123%至126.8亿美元，超过分析师预期的102.2亿美元；调整后每股收益为69美分，亦超过分析师预期的49美分。展望第三财季，超微电脑预计营收将至少达到123亿美元，调整后每股收益将至少为60美分，均超过预期，显示市场对其用于运行AI数据中心的设备需求强劲。此外，公司将本财年销售额指引从至少360亿美元上调到至少400亿美元。(格隆汇)</p></body></html>","source":"live_gelonghui","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动丨超微电脑盘前涨超11%，Q2业绩超预期，AI数据中心设备需求强劲</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动丨超微电脑盘前涨超11%，Q2业绩超预期，AI数据中心设备需求强劲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 17:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超微电脑(SMCI.US)盘前涨超11%，报33.05美元。消息面上，超微电脑公布截至12月31日的第二财季业绩，销售额同比暴增超123%至126.8亿美元，超过分析师预期的102.2亿美元；调整后每股收益为69美分，亦超过分析师预期的49美分。展望第三财季，超微电脑预计营收将至少达到123亿美元，调整后每股收益将至少为60美分，均超过预期，显示市场对其用于运行AI数据中心的设备需求强劲。此外，...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FT_SY_MNQ","symbol_name":"微型NQ100指数","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2608351248","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608351248","pubTimestamp":1770196587,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"超微电脑(SMCI.US)盘前涨超11%，报33.05美元。消息面上，超微电脑公布截至12月31日的第二财季业绩，销售额同比暴增超123%至126.8亿美元，超过分析师预期的102.2亿美元；调整后每","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMCZ":"2倍做空SMCI ETF-Defiance","BK4581":"高盛持仓","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4543":"AI","TNA":"罗素2000指数三倍做多ETF-Direxion","BK4585":"ETF&股票定投概念","TZA":"罗素2000指数三倍做空ETF","BK4534":"瑞士信贷持仓","SMCI":"超微电脑","SMCC":"Defiance Leveraged Long + Income SMCI ETF","TWM":"罗素2000指数两倍做空ETF","BK4535":"淡马锡持仓","SMCL":"2倍做多SMCI ETF-Graniteshares","SRTY":"罗素2000指数三倍做空ETF-ProShares","RWM":"罗素2000指数反向ETF","BK4550":"红杉资本持仓","BK4588":"碎股","BK4170":"电脑硬件、储存设备及电脑周边","IWN":"罗素2000价值股指数ETF-iShares","SMCX":"2倍做多SMCI ETF-Defiance","SMYY":"GraniteShares YieldBOOST SMCI ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","IWO":"罗素2000成长股指数ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","UWM":"罗素2000指数ETF两倍做多"},"translate_title":"Changes in U.S. stocks | Ultra-microcomputer rose more than 11% before the market, Q2 performance exceeded expectations, and demand for AI data center equipment was strong","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMCY":0.6,"RWM":0.6,"SMCZ":0.6,"MNQmain":0.6,"SMCL":0.6,"IWN":0.6,"UWM":0.6,"SMYY":0.6,"TZA":0.6,"SMCX":0.6,"SMCC":0.6,"TWM":0.6,"SRTY":0.6,"SMCI":1.98,"IWO":0.6,"TNA":0.6},"content_text":"超微电脑(SMCI.US)盘前涨超11%，报33.05美元。消息面上，超微电脑公布截至12月31日的第二财季业绩，销售额同比暴增超123%至126.8亿美元，超过分析师预期的102.2亿美元；调整后每股收益为69美分，亦超过分析师预期的49美分。展望第三财季，超微电脑预计营收将至少达到123亿美元，调整后每股收益将至少为60美分，均超过预期，显示市场对其用于运行AI数据中心的设备需求强劲。此外，公司将本财年销售额指引从至少360亿美元上调到至少400亿美元。(格隆汇)","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}