---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/40457198.md"
description: "$超微电脑(SMCI.US)这轮涨得最主要原因是市场担心因走私事件与英伟达的合作断裂，但目前完全没影响甚至加深了合作，市场阴霾消散开始价值回归"
datetime: "2026-05-06T06:01:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40457198.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40457198.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40457198.md)
author: "[Leeroc](https://longbridge.com/zh-CN/profiles/14667081.md)"
---

# $超微电脑(SMCI.US)这轮涨得最主要原因是市场担心因走私事件与英伟达的合作断裂，但目前完全没影…


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