$超微电脑(SMCI_老虎社区_美港股上老虎 - 老虎社区

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价值大作手
08-05

$超微电脑(SMCI)$ 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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WEIWEI
·08-06
还能持有吗
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炒粉养家
·08-06
炸了[流泪]
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吴志霞
·08-06
这篇文章不错，转发给大家看看
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富哥only
·08-06
炸了
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