---
title: "Super Micro Computer falls 5% in premarket on contractor guilty plea in $2.5 bln server export case"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301982752.md"
description: "SMCI slid 5% in premarket to $34.14, near one-month low, as a $2.5 bln AI server export case and sector-wide data center selloff weigh on shares."
datetime: "2026-10-15T13:07:22.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301982752.md)
  - [en](https://longbridge.com/en/news/301982752.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301982752.md)
generator: "portal-rs"
---

# Super Micro Computer falls 5% in premarket on contractor guilty plea in $2.5 bln server export case

超微电脑 (SMCI.US) 盘前跌**4.58%**，现报**34.14 美元**，股价创近 1 个月新低。

此次下跌主要受 25 亿美元 AI 服务器出口案持续发酵影响。该公司一名承包商此前认罪，承认参与向中国非法出口英伟达 AI 服务器的计划。尽管超微电脑今年早些时候已与此人解除关系且未被正式起诉，但法律担忧仍持续压制投资者情绪。

板块方面，数据中心类股遭遇集体抛售。Barclays 以企业 AI 支出时机不明为由下调 Dell、HPE 及 NetApp 评级，指出近期收入增长主要源于内存短缺而非实质性的 AI 基础设施支出。这一情绪转变拖累了包括超微电脑在内的数据中心设备类股。此前一个交易日该股在常规时段已下跌**8.42%**。

宏观层面，美国 9 月 CPI 同比上涨**3.7%**超预期，市场对美联储加息预期升温，科技股整体承压。纳指前一交易日跌近**2%**，费城半导体指数录得 5 月以来最长连跌，AI 与半导体板块遭大幅抛售。

### Related Stocks

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

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**