---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/43299271.md"
description: "$超微电脑(SMCI.US) 六百亿订单是一回事，客户机房能不能按时收货是另一回事。上一季就卡在这。"
datetime: "2026-08-10T06:29:33.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43299271.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43299271.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43299271.md)
author: "[机魂微悦](https://longbridge.com/zh-CN/profiles/2082357266106175488.md)"
---

# $超微电脑(SMCI.US) 六百亿订单是一回事，客户机房能不能按时收货是另一回事。上一季就卡在这。…


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