---
title: "Super Micro Computer surges 10% during regular trading on AI hardware rebound"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/299340302.md"
description: "SMCI jumps 10% to $40.67 as AI hardware rebounds, backed by $60B+ backlog and robust fiscal 2027 guidance."
datetime: "2026-09-17T15:09:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/299340302.md)
  - [en](https://longbridge.com/en/news/299340302.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/299340302.md)
generator: "portal-rs"
---

# Super Micro Computer surges 10% during regular trading on AI hardware rebound

超微电脑 (SMCI.US) 盘中涨 10.37%，现报 40.67 美元。

此次异动与 AI 硬件板块整体反弹相关。公司 AI 服务器液冷 GPU 架构需求强劲，在手订单超 600 亿美元，支撑 2027 财年营收指引达 650 至 720 亿美元。高盛研报指出，AI 服务器市场正快速扩张，预计 2030 年规模将达 1.3 万亿美元，远超传统服务器。受美联储加息落地后市场情绪修复影响，半导体及 AI 硬件股集体走强。

### Related Stocks

- [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md)

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- [Despite Strong Revenue Growth and a Cheap Valuation, Supermicro Stock Is Still Not a Buy](https://longbridge.com/en/news/304636271.md)
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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**