---
title: "超微電腦收益預覽：分析師的見解和預期"
description: "超微電腦公司即將發佈其第四季度財報，分析師預測將會有強勁的業績。該公司設定了雄心勃勃的銷售目標，並且其服務器的需求趨勢也十分積極。股價已下跌了 7.13%"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/210619945.md"
published_at: "2024-08-02T19:19:07.000Z"
---

# 超微電腦收益預覽：分析師的見解和預期

> 超微電腦公司即將發佈其第四季度財報，分析師預測將會有強勁的業績。該公司設定了雄心勃勃的銷售目標，並且其服務器的需求趨勢也十分積極。股價已下跌了 7.13%

**超微電腦股份有限公司**（SMCI）股價週五下跌。該公司將於 8 月 6 日星期二市場收盤後發佈其第四季度財報。

**重點關注：** 分析師預測強勁業績，預計每股收益（EPS）為 8.20 美元，營收為 52.94 億美元。

Wedbush 分析師 **Matt Bryson** 重申了對 SMCI 的中立評級，維持 800 美元的目標股價。該目標基於將約 20 倍的市盈率應用於 2025 財年預估，考慮到公司的債務和現金。儘管這一倍數高於 SMCI 的歷史平均水平，但可能顯示了對長期人工智能增長前景的樂觀態度。

管理層為第四季度設定了雄心勃勃的銷售目標，提高了第三季度後的年度營收預期。公司還看到第二季度 H100 和 H100 服務器的需求趨勢積極。

**SMCI 股價走勢：** 根據 Benzinga Pro 的數據，超微電腦股價下跌了 7.13%，至 624.34 美元。

**另請參閲：**

-   **美國鋼鐵公司第二季度盈利和營收超出預期**

*圖片來自 Shutterstock*.

### Related Stocks

- [SMCI.US - 超微電腦](https://longbridge.com/zh-HK/quote/SMCI.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Super Micro Just Reported Its Lowest-Ever Gross Margin. Should You Ditch SMCI Stock Here? | Super Micro Just Reported Its Lowest-Ever Gross Margin. Should You Ditch SMCI Stock Here? | [Link](https://longbridge.com/zh-HK/news/264488961.md) |
| Supermicro's Stock Surge: Can It Maintain Momentum? | In this video, we analyze Super Micro Computer Inc.'s (SMCI) recent stock performance and its position in the AI infrast | [Link](https://longbridge.com/zh-HK/news/264882592.md) |
| ConocoPhillips considers selling Permian assets worth $2 billion, Bloomberg News reports | Feb 20 (Reuters) - ConocoPhillipsis exploring a sale of some of its Permian Basin assets as part of a broader streamlini | [Link](https://longbridge.com/zh-HK/news/276478732.md) |
| IronBridge Private Wealth LLC Has $905,000 Holdings in Apple Inc. $AAPL | IronBridge Private Wealth LLC reduced its stake in Apple Inc. (NASDAQ:AAPL) by 77.3% in Q3, holding 3,555 shares valued  | [Link](https://longbridge.com/zh-HK/news/276436345.md) |
| Financial Advocates Investment Management Lowers Stock Position in Meta Platforms, Inc. $META | Financial Advocates Investment Management reduced its stake in Meta Platforms, Inc. by 66.7% in Q3, now holding 2,343 sh | [Link](https://longbridge.com/zh-HK/news/276432394.md) |

---

> **免責聲明**：本文內容僅供參考，不構成任何投資建議。
