<p>美国正在进行半导体和芯片制造的整合与本土化。</p>
<p>最初是计划在全国范围内建设工厂，现已演变为政府和私人投资者对那些在规模或规模上落后的公司的投资——而超微电脑公司（Super Micro Computer Inc.）可能是下一个目标。</p>
<p>不仅美国政府收购了英特尔公司（Intel Corp.）的数十亿美元股份，英伟达公司（NVIDIA）也以 50 亿美元进行了投资。这些举措不仅仅是财务上的，它们代表了一种缩小产能差距和在领先行业参与者中扩展的战略，以确保国内的领导地位。</p>
<p>获取 <strong>超微电脑</strong> 的提醒：</p>
<p>超微电脑为人工智能提供关键基础设施，随着这些合作关系的发展，其处于良好的位置。</p>
<h2>为什么效率很重要</h2>
<p>数据中心消耗大量电力，给电网带来压力，并提高了运营商、在某些情况下，公用事业和消费者的成本。</p>
<p>目前，两个主要解决方案是寻找更清洁、可靠的长期能源来源（尚不可行）或提高当前能源使用的效率。这就是超微电脑发挥作用的地方。</p>
<p>其 <strong>冷却技术和电力系统</strong> 在人工智能基础设施日益普及的情况下变得越来越重要。超微电脑的系统支持英伟达最新的超级计算机 “Blackwell”，其能力已经与该领域的主导参与者对接。</p>
<h2>合作信号：英伟达与超微电脑</h2>
<p>超微电脑的市值为 270 亿美元，成为收购的可行选择。</p>
<p>其企业价值与 EBITDA 的倍数约为 20.5 倍，这表明考虑到其战略重要性，它并 <strong>不算过于昂贵</strong>。作为参考，英特尔在政府和英伟达入股时的倍数为 19.0 倍。</p>
<p>超微电脑已经与英伟达合作，为其高性能人工智能系统提供冷却服务。然而，围绕 Blackwell 系统的合作使两家公司更加紧密对接，并 <strong>使超微电脑成为潜在的战略资产</strong>，如果英伟达继续扩展其人工智能基础设施。</p>
<p>事实上，市场似乎对这一可能性作出了反应。在英伟达宣布其对英特尔的投资的当天，超微电脑的股价上涨了近 5%。考虑到这些公司并不总是同步移动，这一时机引发了市场对超微电脑可能成为下一个投资或收购目标的猜测。</p>
<h2>投资者情绪：更大的图景</h2>
<p>在过去一周，MarketBeat 追踪到关注超微电脑股票的投资者数量增加了 527.3%。这可能是更广泛金融领域的一个主题，或与英特尔的收购特别相关，但无论如何，它反映出越来越多的关注，这可能转化为向上的动能。</p>
<h2>你现在应该投资 1000 美元在超微电脑吗？</h2>
<p>在考虑超微电脑之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐现在购买，以便在更广泛的市场注意到之前……而超微电脑并不在名单上。</p>
<p>虽然超微电脑目前在分析师中被评为持有评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

超微电脑

<p>超微电脑公司（NASDAQ: SMCI）可能成为收购目标，因为英特尔和英伟达最近在半导体领域进行了投资。随着能源成本上升和对高效 AI 基础设施的需求，超微的冷却技术使其在市场上具有战略优势。其市场资本为 270 亿美元，企业价值与 EBITDA 的倍数为 20.5 倍，表明它对潜在买家具有吸引力。投资者的兴趣激增，关注者增加了 527.3%，显示出对该股票的关注度不断上升</p>

<p>The United States is on a mission to consolidate and onshore semiconductor and chipmaking.</p>
<div class="lb-trans"><p>美国正在进行半导体和芯片制造的整合与本土化。</p>
</div><p>What started with future plans for building factories across the country has evolved into government and private players investing in firms that are lagging behind in size or scale—and Super Micro Computer Inc. NASDAQ: SMCI could be the next target.</p>
<div class="lb-trans"><p>最初是计划在全国范围内建设工厂，现已演变为政府和私人投资者对那些在规模或规模上落后的公司的投资——而超微电脑公司（Super Micro Computer Inc.）可能是下一个目标。</p>
</div><p>Not only has the United States government acquired a multi-billion-dollar stake in Intel Corp. NASDAQ: INTC, but NVIDIA Co. NASDAQ: NVDA has followed suit with its own $5 billion investment. These moves are more than just financial; they represent a strategy to close capacity gaps and expand among leading industry players, securing domestic leadership.</p>
<div class="lb-trans"><p>不仅美国政府收购了英特尔公司（Intel Corp.）的数十亿美元股份，英伟达公司（NVIDIA）也以 50 亿美元进行了投资。这些举措不仅仅是财务上的，它们代表了一种缩小产能差距和在领先行业参与者中扩展的战略，以确保国内的领导地位。</p>
</div><p>Get <strong>Super Micro Computer</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>超微电脑</strong> 的提醒：</p>
</div><p>Super Micro, which provides critical infrastructure for AI, finds itself well-positioned as these partnerships unfold.</p>
<div class="lb-trans"><p>超微电脑为人工智能提供关键基础设施，随着这些合作关系的发展，其处于良好的位置。</p>
</div><h2>Why Efficiency Matters</h2>
<div class="lb-trans"><h2>为什么效率很重要</h2>
</div><p>Data centers consume massive amounts of electricity, putting pressure on power grids and raising costs for operators, and in some cases, utilities and consumers as well.</p>
<div class="lb-trans"><p>数据中心消耗大量电力，给电网带来压力，并提高了运营商、在某些情况下，公用事业和消费者的成本。</p>
</div><p>Right now, the two main solutions are finding cleaner, reliable, long-term energy sources (not yet feasible) or improving the efficiency of current energy usage. And this is where Super Micro comes in.</p>
<div class="lb-trans"><p>目前，两个主要解决方案是寻找更清洁、可靠的长期能源来源（尚不可行）或提高当前能源使用的效率。这就是超微电脑发挥作用的地方。</p>
</div><p>Its <strong>cooling technologies and power systems</strong> are increasingly critical as AI infrastructure proliferates. With systems supporting NVIDIA’s latest supercomputer “Blackwell,” Super Micro’s capabilities already align with the dominant players in the space.</p>
<div class="lb-trans"><p>其 <strong>冷却技术和电力系统</strong> 在人工智能基础设施日益普及的情况下变得越来越重要。超微电脑的系统支持英伟达最新的超级计算机 “Blackwell”，其能力已经与该领域的主导参与者对接。</p>
</div><h2>Collaboration Signals: NVIDIA &amp; SMCI</h2>
<div class="lb-trans"><h2>合作信号：英伟达与超微电脑</h2>
</div><p>With a $27 billion market capitalization, Super Micro presents a viable option for acquisition.</p>
<div class="lb-trans"><p>超微电脑的市值为 270 亿美元，成为收购的可行选择。</p>
</div><p>Its enterprise value-to-EBITDA multiple is around 20.5x, which suggests it’s <strong>not prohibitively expensive</strong> given its strategic importance. For reference, Intel's was 19.0x when the government and NVIDIA took up stakes.</p>
<div class="lb-trans"><p>其企业价值与 EBITDA 的倍数约为 20.5 倍，这表明考虑到其战略重要性，它并 <strong>不算过于昂贵</strong>。作为参考，英特尔在政府和英伟达入股时的倍数为 19.0 倍。</p>
</div><p>Super Micro already collaborates with NVIDIA to provide cooling services for its high-performance AI systems. However, the partnership around Blackwell systems brings the companies into deeper alignment and <strong>makes Super Micro a potentially strategic asset</strong> if NVIDIA continues expanding its AI infrastructure footprint.</p>
<div class="lb-trans"><p>超微电脑已经与英伟达合作，为其高性能人工智能系统提供冷却服务。然而，围绕 Blackwell 系统的合作使两家公司更加紧密对接，并 <strong>使超微电脑成为潜在的战略资产</strong>，如果英伟达继续扩展其人工智能基础设施。</p>
</div><p>In fact, the market seemed to react to this possibility. On the day NVIDIA announced its Intel stake, Super Micro rallied by nearly 5%. Given that these companies don’t always move in tandem, the timing sparked speculation that Super Micro could be next in line for investment or acquisition.</p>
<div class="lb-trans"><p>事实上，市场似乎对这一可能性作出了反应。在英伟达宣布其对英特尔的投资的当天，超微电脑的股价上涨了近 5%。考虑到这些公司并不总是同步移动，这一时机引发了市场对超微电脑可能成为下一个投资或收购目标的猜测。</p>
</div><h2>Investor Sentiment: The Bigger Picture</h2>
<div class="lb-trans"><h2>投资者情绪：更大的图景</h2>
</div><p>Over the past week, MarketBeat tracked a 527.3% increase in the number of investors following Super Micro stock. This could be a theme in the broader financial sector or specifically related to the Intel acquisition, but regardless, it reflects growing attention that could translate into upward momentum.</p>
<div class="lb-trans"><p>在过去一周，MarketBeat 追踪到关注超微电脑股票的投资者数量增加了 527.3%。这可能是更广泛金融领域的一个主题，或与英特尔的收购特别相关，但无论如何，它反映出越来越多的关注，这可能转化为向上的动能。</p>
</div><h2>Should You Invest $1,000 in Super Micro Computer Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在超微电脑吗？</h2>
</div><p>Before you consider Super Micro Computer, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑超微电脑之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Super Micro Computer wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐现在购买，以便在更广泛的市场注意到之前……而超微电脑并不在名单上。</p>
</div><p>While Super Micro Computer currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然超微电脑目前在分析师中被评为持有评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Is Super Micro Next in Line for a Big AI Takeover?

- 美国正致力于巩固半导体和芯片制造业，吸引投资。  
- 超微计算机公司可能成为下一个投资目标，因其在 AI 基础设施中的关键角色。  
- 投资者关注度激增，超微股票跟随 NVIDIA 的投资反弹。  

超微电脑会成为下一个大型 AI 收购的目标吗？