<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/04/93103225-m-normal-none.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/04/93103225-m-normal-none.jpg"/></p>
<p>超微電腦公司（NASDAQ: SMCI）在過去幾個月經歷了動盪，但在其定於 2 月 11 日收盤後發佈的財報前，股價卻急劇反彈。</p>
<p>這家人工智能服務器公司自上週一以來，股價已飆升超過 50%——但 CFRA 的一位分析師相信，在今天的業務更新後，股價可能會進一步上漲。</p>
<p>Shreya Gheewala 今天早上將 SMCI 股票評級上調至 “買入”，並將其目標價提高至 48 美元，意味着從當前水平還有 20% 的上漲潛力。</p>
<h2>超微股票在人工智能服務器市場中保持主導地位</h2>
<p>有多份報告指出，超微在處理會計問題時失去了市場份額，這些問題最初由 Hindenburg 提出，後來得到了其前審計師安永的認可。</p>
<p>儘管如此，CFRA 的 Gheewala 仍然看好 SMCI 股票的進一步上漲，因為她相信其在液冷技術上的主導地位以及與 Nvidia Blackwell B200 機架解決方案的優勢展示了其在人工智能基礎設施方面的領導地位。</p>
<p>上週，超微電腦宣佈其基於 Nvidia Blackwell 平台的人工智能數據中心 “構建塊解決方案” 已全面投入生產。</p>
<p>然而，超微股票對收入投資者來説仍然不具吸引力，因為目前不支付股息。</p>
<h2>SMCI 可能在 2025 年重新獲得市場份額並改善利潤率</h2>
<p>CFRA 對超微電腦公司持樂觀態度，因為其在不斷增長的超大規模需求中處於強勢地位。</p>
<p>根據 Shreya Gheewala 的説法，“經過驗證的快速開發能力和不斷擴展的產品組合” 可能幫助這家人工智能服務器公司重新獲得一些失去的市場份額，並在短期內將利潤率恢復到中等水平。</p>
<p>如果管理層重申其在 2 月 25 日截止日期之前報告長期未發佈的年報的意圖，投資者可能會在盤後特別獎勵超微股票。</p>
<p>儘管最近股價飆升，SMCI 股票仍比 2024 年 3 月的高點下跌約 60%。</p>
<p>超微電腦目前的交易價格與其他人工智能熱門股如 Nvidia 相比，處於較大折扣狀態。</p>
<h2>對超微電腦第二季度財報的預期</h2>
<p>市場共識預計超微將在其 12 月季度報告中實現 60% 的同比收入增長，達到 58.9 億美元。</p>
<p>這在連續三個季度實現超過 100% 的年化收入增長的基礎上，反映了人工智能基礎設施需求的持續勢頭。</p>
<p>總的來説，CFRA 分析師 Shreya Gheewala 預計，只要超微的財報沒有顯著令人失望，股東將在 2 月 11 日大力獎勵 SMCI 股票。</p>
<p>請注意，Lynx Equity 的分析師對超微股票也持樂觀態度。</p>
<p>他們預計人工智能服務器市場將持續增長，SMCI 可能從 Nvidia 下一代硬件中獲益，推動其股價在 2025 年底前上漲至 60 美元。</p>
<p>Lynx 的目標價意味着從當前水平接近 50% 的上漲空間。</p>
<p>文章《超微股票（SMCI）在今天的第二季度財報後會大幅上漲嗎？》最初發布在 Invezz 上。</p>

超微電腦

<p>超微電腦公司（NASDAQ: SMCI）在 2 月 11 日發佈第二季度財報前正經歷一波上漲。該股票最近上漲超過 50%，CFRA 分析師 Shreya Gheewala 將其評級上調至 “買入”，並將目標價提高至 48 美元，暗示潛在的 20% 收益。儘管過去存在會計問題，CFRA 對 SMCI 在人工智能服務器市場的地位仍持樂觀態度，預計收入將增長 60%，達到 58.9 億美元。分析師預計，由於對人工智能基礎設施和英偉達硬件的需求，未來將進一步增長，目標價可能在 2025 年達到 60 美元</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/04/93103225-m-normal-none.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/04/93103225-m-normal-none.jpg"/></p>
<p>Super Micro Computer Inc (NASDAQ: SMCI) has had a turbulent few months but it’s been rallying rather sharply into its earnings release scheduled for February 11 after the bell.</p>
<div class="lb-trans"><p>超微電腦公司（NASDAQ: SMCI）在過去幾個月經歷了動盪，但在其定於 2 月 11 日收盤後發佈的財報前，股價卻急劇反彈。</p>
</div><p>The AI server company has seen its share price soar more than 50% since last Monday – but a CFRA analyst looks convinced that it could rip further up after today’s business update.</p>
<div class="lb-trans"><p>這家人工智能服務器公司自上週一以來，股價已飆升超過 50%——但 CFRA 的一位分析師相信，在今天的業務更新後，股價可能會進一步上漲。</p>
</div><p>Shreya Gheewala upgraded SMCI stock this morning to “buy” and raised her price target to $48 indicating potential for another 20% gain from current levels.</p>
<div class="lb-trans"><p>Shreya Gheewala 今天早上將 SMCI 股票評級上調至 “買入”，並將其目標價提高至 48 美元，意味着從當前水平還有 20% 的上漲潛力。</p>
</div><h2>Supermicro stock remains dominant in the AI server market</h2>
<div class="lb-trans"><h2>超微股票在人工智能服務器市場中保持主導地位</h2>
</div><p>There have been multiple reports of Supermicro having lost share to rivals while it was dealing with accounting issues first flagged by Hindenburg and later endorsed by its ex-auditor Ernst &amp; Young.</p>
<div class="lb-trans"><p>有多份報告指出，超微在處理會計問題時失去了市場份額，這些問題最初由 Hindenburg 提出，後來得到了其前審計師安永的認可。</p>
</div><p>Still, CFRA’s Gheewala continues to see further upside in SMCI shares as she’s convinced its “dominant position in liquid cooling and advantage with Nvidia Blackwell B200 rack solutions showcases its AI infrastructure leadership.”</p>
<div class="lb-trans"><p>儘管如此，CFRA 的 Gheewala 仍然看好 SMCI 股票的進一步上漲，因為她相信其在液冷技術上的主導地位以及與 Nvidia Blackwell B200 機架解決方案的優勢展示了其在人工智能基礎設施方面的領導地位。</p>
</div><p>Last week, Super Micro Computer announced the full production availability of its AI data center “Building Block Solutions” powered by Nvidia’s Blackwell platform.</p>
<div class="lb-trans"><p>上週，超微電腦宣佈其基於 Nvidia Blackwell 平台的人工智能數據中心 “構建塊解決方案” 已全面投入生產。</p>
</div><p>Supermicro stock, however, remains unattractive for income investors as it does not currently pay a dividend.</p>
<div class="lb-trans"><p>然而，超微股票對收入投資者來説仍然不具吸引力，因為目前不支付股息。</p>
</div><h2>SMCI could regain share and improve margins in 2025</h2>
<div class="lb-trans"><h2>SMCI 可能在 2025 年重新獲得市場份額並改善利潤率</h2>
</div><p>CFRA remains bullish on Super Micro Computer Inc. as it’s strongly positioned to benefit from the rising hyperscaler demand.</p>
<div class="lb-trans"><p>CFRA 對超微電腦公司持樂觀態度，因為其在不斷增長的超大規模需求中處於強勢地位。</p>
</div><p>“Proven rapid development capabilities and expanding product portfolio” could help the AI server company regain some of the lost market share and recover its margin to mid-teens in the near term, according to Shreya Gheewala.</p>
<div class="lb-trans"><p>根據 Shreya Gheewala 的説法，“經過驗證的快速開發能力和不斷擴展的產品組合” 可能幫助這家人工智能服務器公司重新獲得一些失去的市場份額，並在短期內將利潤率恢復到中等水平。</p>
</div><p>Investors may particularly reward Supermicro stock in after-hours if its management reiterates its intention to report the long-due annual report by the February 25 deadline.</p>
<div class="lb-trans"><p>如果管理層重申其在 2 月 25 日截止日期之前報告長期未發佈的年報的意圖，投資者可能會在盤後特別獎勵超微股票。</p>
</div><p>Despite the recent surge, SMCI shares are still down about 60% versus their high in March of 2024.</p>
<div class="lb-trans"><p>儘管最近股價飆升，SMCI 股票仍比 2024 年 3 月的高點下跌約 60%。</p>
</div><p>Super Micro Computer is currently trading at a deep discount to other AI darlings like Nvidia on a forward PE basis.</p>
<div class="lb-trans"><p>超微電腦目前的交易價格與其他人工智能熱門股如 Nvidia 相比，處於較大折扣狀態。</p>
</div><h2>What to expect from Super Micro Computer’s Q2 earnings</h2>
<div class="lb-trans"><h2>對超微電腦第二季度財報的預期</h2>
</div><p>Consensus is for Supermicro to report a 60% year-on-year increase in its revenue to $5.89 billion for its December quarter.</p>
<div class="lb-trans"><p>市場共識預計超微將在其 12 月季度報告中實現 60% 的同比收入增長，達到 58.9 億美元。</p>
</div><p>That’s on top of three straight quarters of more than 100% annualized growth in revenue on the back of continued momentum in AI infrastructure demand.</p>
<div class="lb-trans"><p>這在連續三個季度實現超過 100% 的年化收入增長的基礎上，反映了人工智能基礎設施需求的持續勢頭。</p>
</div><p>All in all, CFRA analyst Shreya Gheewala expects shareholders to abundantly reward SMCI stock on February 11th as long as its earnings release doesn’t significantly disappoint.</p>
<div class="lb-trans"><p>總的來説，CFRA 分析師 Shreya Gheewala 預計，只要超微的財報沒有顯著令人失望，股東將在 2 月 11 日大力獎勵 SMCI 股票。</p>
</div><p>Note that Lynx Equity analysts share her optimism on Supermicro stock.</p>
<div class="lb-trans"><p>請注意，Lynx Equity 的分析師對超微股票也持樂觀態度。</p>
</div><p>They expect continued growth in the artificial intelligence server market and potential benefits SMCI could reap from Nvidia’s next-gen hardware to push its share price up to $60 by the end of 2025.</p>
<div class="lb-trans"><p>他們預計人工智能服務器市場將持續增長，SMCI 可能從 Nvidia 下一代硬件中獲益，推動其股價在 2025 年底前上漲至 60 美元。</p>
</div><p>Lynx’s price target translates to a close to 50% upside from here.</p>
<div class="lb-trans"><p>Lynx 的目標價意味着從當前水平接近 50% 的上漲空間。</p>
</div><p>The post Will Supermicro stock (SMCI) rip higher after Q2 earnings today? appeared first on Invezz</p>
<div class="lb-trans"><p>文章《超微股票（SMCI）在今天的第二季度財報後會大幅上漲嗎？》最初發布在 Invezz 上。</p>
</div>

Will Supermicro stock (SMCI) rip higher after Q2 earnings today?

- Super Micro Computer Inc (SMCI) 股價在財報發佈前上漲超過 50%。  
- CFRA 分析師 Shreya Gheewala 將 SMCI 股票評級上調至 “買入”，目標價為 48 美元。  
- 預計 SMCI 將在 2 月 11 日發佈 60% 年增長的營收，達到 58.9 億美元。  

超微電腦（SMCI）股票在今天發佈第二季度財報後會大幅上漲嗎？