[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioa8cd0a29":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioa8cd0a29","盘后一度暴涨10%！超微电脑(SMCI)季度收入展望远超最乐观预期，AI算力狂潮再添明证","\u002Fdoc\u002Fdcioa8cd0a29","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，超微电脑公司(SMCI)发布的当前季度营收指引远超分析师预估，再度印证蓬勃兴起的人工智能(AI)市场正持续拉动其服务器产品的销售放量。该公司周二公告称，截至9月的当季营收预计将达145亿至155亿美元，剔除特定项目后每股盈利料为1.01至1.10美元。市场汇编数据显示，分析师平均预期营收约120亿美元、每股盈利0.74美元，而该展望甚至超越了市场最乐观的133亿美元营收预测。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>受此提振，该股在纽约常规交易时段收于31.60美元后，盘后交易一度大涨10%，截至发稿，大涨7.25%。今年以来，其股价累计涨幅已达8%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在截至6月30日的第四财季，超微电脑营收同比增长93%至111亿美元，剔除特定项目后每股盈利为1.70美元;分析师平均预期营收113亿美元、每股盈利1.59美元。经调整毛利率为17.6%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>总部位于加州圣何塞的超微电脑正充分受益于AI训练与推理算力基础设施的爆发式需求。其服务器搭载英伟达(NVDA)芯片，后者已成为绝大多数AI数据中心的算力主力。同时，公司通过提升高利润产品占比及成本控制，持续致力于改善利润率。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>首席执行官Charles Liang在声明中表示“结合在技术领先、制造规模及全球合规方面的持续投入，我们正帮助客户更快速、更高效地部署AI基础设施。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>上月，该服务器制造商在发布初步的第四财季业绩时，曾单日飙升20%，彼时其订单积压因新增逾600亿美元订单而创下历史新高，公司并称利润率将好于预期。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>周二，超微电脑进一步预计，始于7月的新财年营收将达650亿至720亿美元，而分析师平均预期仅为544亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师Woo Jin Ho在报告中指出，年度展望“反映出AI机遇的强化与销售执行力的提升，同时常态化毛利率亦略有改善。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>今年3月，美国检方指控超微电脑联合创始人Yih-Shyan非法将价值数十亿美元的搭载英伟达芯片的服务器转道运往中国，涉嫌违反美国出口管制法规。超微电脑未被列为被告，公司表示正配合当局调查。6月下旬，台湾检方在突击搜查超微当地办公室后，拘留了两名公司员工。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]