<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/04/93103225-m-normal-none.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/04/93103225-m-normal-none.jpg"/></p>
<p>超微电脑公司（NASDAQ: SMCI）在过去几个月经历了动荡，但在其定于 2 月 11 日收盘后发布的财报前，股价却急剧反弹。</p>
<p>这家人工智能服务器公司自上周一以来，股价已飙升超过 50%——但 CFRA 的一位分析师相信，在今天的业务更新后，股价可能会进一步上涨。</p>
<p>Shreya Gheewala 今天早上将 SMCI 股票评级上调至 “买入”，并将其目标价提高至 48 美元，意味着从当前水平还有 20% 的上涨潜力。</p>
<h2>超微股票在人工智能服务器市场中保持主导地位</h2>
<p>有多份报告指出，超微在处理会计问题时失去了市场份额，这些问题最初由 Hindenburg 提出，后来得到了其前审计师安永的认可。</p>
<p>尽管如此，CFRA 的 Gheewala 仍然看好 SMCI 股票的进一步上涨，因为她相信其在液冷技术上的主导地位以及与 Nvidia Blackwell B200 机架解决方案的优势展示了其在人工智能基础设施方面的领导地位。</p>
<p>上周，超微电脑宣布其基于 Nvidia Blackwell 平台的人工智能数据中心 “构建块解决方案” 已全面投入生产。</p>
<p>然而，超微股票对收入投资者来说仍然不具吸引力，因为目前不支付股息。</p>
<h2>SMCI 可能在 2025 年重新获得市场份额并改善利润率</h2>
<p>CFRA 对超微电脑公司持乐观态度，因为其在不断增长的超大规模需求中处于强势地位。</p>
<p>根据 Shreya Gheewala 的说法，“经过验证的快速开发能力和不断扩展的产品组合” 可能帮助这家人工智能服务器公司重新获得一些失去的市场份额，并在短期内将利润率恢复到中等水平。</p>
<p>如果管理层重申其在 2 月 25 日截止日期之前报告长期未发布的年报的意图，投资者可能会在盘后特别奖励超微股票。</p>
<p>尽管最近股价飙升，SMCI 股票仍比 2024 年 3 月的高点下跌约 60%。</p>
<p>超微电脑目前的交易价格与其他人工智能热门股如 Nvidia 相比，处于较大折扣状态。</p>
<h2>对超微电脑第二季度财报的预期</h2>
<p>市场共识预计超微将在其 12 月季度报告中实现 60% 的同比收入增长，达到 58.9 亿美元。</p>
<p>这在连续三个季度实现超过 100% 的年化收入增长的基础上，反映了人工智能基础设施需求的持续势头。</p>
<p>总的来说，CFRA 分析师 Shreya Gheewala 预计，只要超微的财报没有显著令人失望，股东将在 2 月 11 日大力奖励 SMCI 股票。</p>
<p>请注意，Lynx Equity 的分析师对超微股票也持乐观态度。</p>
<p>他们预计人工智能服务器市场将持续增长，SMCI 可能从 Nvidia 下一代硬件中获益，推动其股价在 2025 年底前上涨至 60 美元。</p>
<p>Lynx 的目标价意味着从当前水平接近 50% 的上涨空间。</p>
<p>文章《超微股票（SMCI）在今天的第二季度财报后会大幅上涨吗？》最初发布在 Invezz 上。</p>

超微电脑

<p>超微电脑公司（NASDAQ: SMCI）在 2 月 11 日发布第二季度财报前正经历一波上涨。该股票最近上涨超过 50%，CFRA 分析师 Shreya Gheewala 将其评级上调至 “买入”，并将目标价提高至 48 美元，暗示潜在的 20% 收益。尽管过去存在会计问题，CFRA 对 SMCI 在人工智能服务器市场的地位仍持乐观态度，预计收入将增长 60%，达到 58.9 亿美元。分析师预计，由于对人工智能基础设施和英伟达硬件的需求，未来将进一步增长，目标价可能在 2025 年达到 60 美元</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/04/93103225-m-normal-none.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/04/93103225-m-normal-none.jpg"/></p>
<p>Super Micro Computer Inc (NASDAQ: SMCI) has had a turbulent few months but it’s been rallying rather sharply into its earnings release scheduled for February 11 after the bell.</p>
<div class="lb-trans"><p>超微电脑公司（NASDAQ: SMCI）在过去几个月经历了动荡，但在其定于 2 月 11 日收盘后发布的财报前，股价却急剧反弹。</p>
</div><p>The AI server company has seen its share price soar more than 50% since last Monday – but a CFRA analyst looks convinced that it could rip further up after today’s business update.</p>
<div class="lb-trans"><p>这家人工智能服务器公司自上周一以来，股价已飙升超过 50%——但 CFRA 的一位分析师相信，在今天的业务更新后，股价可能会进一步上涨。</p>
</div><p>Shreya Gheewala upgraded SMCI stock this morning to “buy” and raised her price target to $48 indicating potential for another 20% gain from current levels.</p>
<div class="lb-trans"><p>Shreya Gheewala 今天早上将 SMCI 股票评级上调至 “买入”，并将其目标价提高至 48 美元，意味着从当前水平还有 20% 的上涨潜力。</p>
</div><h2>Supermicro stock remains dominant in the AI server market</h2>
<div class="lb-trans"><h2>超微股票在人工智能服务器市场中保持主导地位</h2>
</div><p>There have been multiple reports of Supermicro having lost share to rivals while it was dealing with accounting issues first flagged by Hindenburg and later endorsed by its ex-auditor Ernst &amp; Young.</p>
<div class="lb-trans"><p>有多份报告指出，超微在处理会计问题时失去了市场份额，这些问题最初由 Hindenburg 提出，后来得到了其前审计师安永的认可。</p>
</div><p>Still, CFRA’s Gheewala continues to see further upside in SMCI shares as she’s convinced its “dominant position in liquid cooling and advantage with Nvidia Blackwell B200 rack solutions showcases its AI infrastructure leadership.”</p>
<div class="lb-trans"><p>尽管如此，CFRA 的 Gheewala 仍然看好 SMCI 股票的进一步上涨，因为她相信其在液冷技术上的主导地位以及与 Nvidia Blackwell B200 机架解决方案的优势展示了其在人工智能基础设施方面的领导地位。</p>
</div><p>Last week, Super Micro Computer announced the full production availability of its AI data center “Building Block Solutions” powered by Nvidia’s Blackwell platform.</p>
<div class="lb-trans"><p>上周，超微电脑宣布其基于 Nvidia Blackwell 平台的人工智能数据中心 “构建块解决方案” 已全面投入生产。</p>
</div><p>Supermicro stock, however, remains unattractive for income investors as it does not currently pay a dividend.</p>
<div class="lb-trans"><p>然而，超微股票对收入投资者来说仍然不具吸引力，因为目前不支付股息。</p>
</div><h2>SMCI could regain share and improve margins in 2025</h2>
<div class="lb-trans"><h2>SMCI 可能在 2025 年重新获得市场份额并改善利润率</h2>
</div><p>CFRA remains bullish on Super Micro Computer Inc. as it’s strongly positioned to benefit from the rising hyperscaler demand.</p>
<div class="lb-trans"><p>CFRA 对超微电脑公司持乐观态度，因为其在不断增长的超大规模需求中处于强势地位。</p>
</div><p>“Proven rapid development capabilities and expanding product portfolio” could help the AI server company regain some of the lost market share and recover its margin to mid-teens in the near term, according to Shreya Gheewala.</p>
<div class="lb-trans"><p>根据 Shreya Gheewala 的说法，“经过验证的快速开发能力和不断扩展的产品组合” 可能帮助这家人工智能服务器公司重新获得一些失去的市场份额，并在短期内将利润率恢复到中等水平。</p>
</div><p>Investors may particularly reward Supermicro stock in after-hours if its management reiterates its intention to report the long-due annual report by the February 25 deadline.</p>
<div class="lb-trans"><p>如果管理层重申其在 2 月 25 日截止日期之前报告长期未发布的年报的意图，投资者可能会在盘后特别奖励超微股票。</p>
</div><p>Despite the recent surge, SMCI shares are still down about 60% versus their high in March of 2024.</p>
<div class="lb-trans"><p>尽管最近股价飙升，SMCI 股票仍比 2024 年 3 月的高点下跌约 60%。</p>
</div><p>Super Micro Computer is currently trading at a deep discount to other AI darlings like Nvidia on a forward PE basis.</p>
<div class="lb-trans"><p>超微电脑目前的交易价格与其他人工智能热门股如 Nvidia 相比，处于较大折扣状态。</p>
</div><h2>What to expect from Super Micro Computer’s Q2 earnings</h2>
<div class="lb-trans"><h2>对超微电脑第二季度财报的预期</h2>
</div><p>Consensus is for Supermicro to report a 60% year-on-year increase in its revenue to $5.89 billion for its December quarter.</p>
<div class="lb-trans"><p>市场共识预计超微将在其 12 月季度报告中实现 60% 的同比收入增长，达到 58.9 亿美元。</p>
</div><p>That’s on top of three straight quarters of more than 100% annualized growth in revenue on the back of continued momentum in AI infrastructure demand.</p>
<div class="lb-trans"><p>这在连续三个季度实现超过 100% 的年化收入增长的基础上，反映了人工智能基础设施需求的持续势头。</p>
</div><p>All in all, CFRA analyst Shreya Gheewala expects shareholders to abundantly reward SMCI stock on February 11th as long as its earnings release doesn’t significantly disappoint.</p>
<div class="lb-trans"><p>总的来说，CFRA 分析师 Shreya Gheewala 预计，只要超微的财报没有显著令人失望，股东将在 2 月 11 日大力奖励 SMCI 股票。</p>
</div><p>Note that Lynx Equity analysts share her optimism on Supermicro stock.</p>
<div class="lb-trans"><p>请注意，Lynx Equity 的分析师对超微股票也持乐观态度。</p>
</div><p>They expect continued growth in the artificial intelligence server market and potential benefits SMCI could reap from Nvidia’s next-gen hardware to push its share price up to $60 by the end of 2025.</p>
<div class="lb-trans"><p>他们预计人工智能服务器市场将持续增长，SMCI 可能从 Nvidia 下一代硬件中获益，推动其股价在 2025 年底前上涨至 60 美元。</p>
</div><p>Lynx’s price target translates to a close to 50% upside from here.</p>
<div class="lb-trans"><p>Lynx 的目标价意味着从当前水平接近 50% 的上涨空间。</p>
</div><p>The post Will Supermicro stock (SMCI) rip higher after Q2 earnings today? appeared first on Invezz</p>
<div class="lb-trans"><p>文章《超微股票（SMCI）在今天的第二季度财报后会大幅上涨吗？》最初发布在 Invezz 上。</p>
</div>

Will Supermicro stock (SMCI) rip higher after Q2 earnings today?

- Super Micro Computer Inc (SMCI) 股价在财报发布前上涨超过 50%。  
- CFRA 分析师 Shreya Gheewala 将 SMCI 股票评级上调至 “买入”，目标价为 48 美元。  
- 预计 SMCI 将在 2 月 11 日发布 60% 年增长的营收，达到 58.9 亿美元。  

超微电脑（SMCI）股票在今天发布第二季度财报后会大幅上涨吗？