---
title: "在英伟达财报发布前，超微电脑因对人工智能的乐观情绪而股价上涨 9%"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/287153571.md"
description: "超微电脑的股价因对人工智能硬件的积极情绪在英伟达财报发布前上涨了超过 9%。分析师对 SMCI 的前景看法不一，评级从卖出到强力买入不等，价格目标在 24 美元到 40 美元之间。然而，该公司在人工智能数据中心基础设施方面的快速扩张正在给其资产负债表带来压力，导致高库存和负现金流"
datetime: "2026-05-21T03:53:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287153571.md)
  - [en](https://longbridge.com/en/news/287153571.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287153571.md)
---

# 在英伟达财报发布前，超微电脑因对人工智能的乐观情绪而股价上涨 9%

Market rally boost: SMCI shares surged over 9% as semiconductor stocks gained ahead of Nvidia's earnings, lifting sentiment in AI hardware plays. Analyst divide: Wall Street is split on SMCI's path, with ratings ranging from Sell to Strong Buy and price targets between $24 and $40. Growth vs. strain: Rapid expansion into AI data center infrastructure is straining SMCI's balance sheet, with high inventory and negative cash flow.

### 相关股票

- [SMCI.US](https://longbridge.com/zh-CN/quote/SMCI.US.md)
- [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [SMCZ.US](https://longbridge.com/zh-CN/quote/SMCZ.US.md)
- [SMCY.US](https://longbridge.com/zh-CN/quote/SMCY.US.md)
- [ARTY.US](https://longbridge.com/zh-CN/quote/ARTY.US.md)
- [NVDL.US](https://longbridge.com/zh-CN/quote/NVDL.US.md)
- [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md)
- [NVDX.US](https://longbridge.com/zh-CN/quote/NVDX.US.md)
- [SMCL.US](https://longbridge.com/zh-CN/quote/SMCL.US.md)
- [SMYY.US](https://longbridge.com/zh-CN/quote/SMYY.US.md)
- [SMCX.US](https://longbridge.com/zh-CN/quote/SMCX.US.md)
- [NVDY.US](https://longbridge.com/zh-CN/quote/NVDY.US.md)
- [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md)

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