$超微电脑(SMCI_老虎社区_美港股上老虎

月下美人还是没人
03-23

$超微电脑(SMCI)$ 这波先别急着抄。核心问题不是AI需求没了，而是合规信任出了裂缝——联合创始人涉走私、审计黑历史摆在那，大客户一旦转单，底子再好也扛不住。技术面20美元只是暂时撑住，右侧信号没出来。等合规事件明朗了、下一季财报确认订单没跑，再动手不迟。蛋糕还在，但别去猜底。

# SMCI再遇“黑天鹅”！股价重挫，能进场吗？

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蚍蜉先撼小树
·03-23
还不割肉等啥呢
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- mikesun:
  小丑
  03-24
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- HongyuYe:
  大涨了
  03-23
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神宗
·03-24
t加0我管你右侧左侧？
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