---
title: "Supermicro dips 1% in after-hours on export case guilty plea"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/302151111.md"
description: "SMCI slips after-hours as contractor pleads guilty in $2.5B AI server export case; new CFO appointed, AI orders top $60B"
datetime: "2026-10-16T22:17:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/302151111.md)
  - [en](https://longbridge.com/en/news/302151111.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/302151111.md)
generator: "portal-rs"
---

# Supermicro dips 1% in after-hours on export case guilty plea

超微电脑 (SMCI.US) 盘后跌 0.73%，现报 31.42 美元。该股前一交易日收盘大跌**9.86%**至 31.63 美元，创下近一个月新低。

消息面上，与公司关联的承包商在 25 亿美元 AI 服务器出口案中认罪，引发市场对合规风险的持续担忧。为应对治理问题，超微电脑于近日任命前西部数据高管 Mark Long 为首席财务官，结束长达近两年的 CFO 搜寻。Rosenblatt 维持买入评级及**51 美元**目标价，认为新 CFO 上任有望消除公司治理折价，且公司 AI 订单规模超**600 亿美元**，基本面依然强劲。然而，出口案阴影叠加科技硬件板块整体承压，投资者情绪仍偏谨慎。

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