---
title: "在英偉達財報發佈前，超微電腦因對人工智能的樂觀情緒而股價上漲 9%"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287153571.md"
description: "超微電腦的股價因對人工智能硬件的積極情緒在英偉達財報發佈前上漲了超過 9%。分析師對 SMCI 的前景看法不一，評級從賣出到強力買入不等，價格目標在 24 美元到 40 美元之間。然而，該公司在人工智能數據中心基礎設施方面的快速擴張正在給其資產負債表帶來壓力，導致高庫存和負現金流"
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)
---

# 在英偉達財報發佈前，超微電腦因對人工智能的樂觀情緒而股價上漲 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.

### 相關股票

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

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