异动解读 | 超微电脑陷两重危机业绩乏力、内控缺陷引发巨震

异动解读11-06

知名人工智能服务器制造商超微电脑(SMCI)陷入两重危机,导致公司股价跌落深谷。

一方面,公司2025财年第一财季业绩出师不利。初步估算,第一财季净销售额在59亿至60亿美元区间,低于分析师预期64.7亿美元;调整后每股收益0.75至0.76美元,也不及0.74美元的预期水平。更糟糕的是,展望第二财季,净销售额预计55亿至61亿美元,占据中值仅58亿美元,远逊分析师预期67.9亿美元。

业绩疲弱意味着超微电脑的高速增长恐已见顶,投资者对其持续受益于人工智能热潮的信心遭到重创。

另一方面,公司内控体系存疑也引发市场对财务透明度的担忧。继旧任审计师安永意外辞职并质疑公司诚信后,超微电脑至今仍无法预计何时向证监会提交上个财年年报,面临被纳斯达克退市的风险。当前,尽管公司已成立特别委员会调查,但仍难以消除市场对内控制度缺陷的疑虑。

多重不利影响叠加,引发关键时点超微电脑股价应声暴跌。事态发展对公司信誉是一记沉重打击,后续修复任重道远。

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