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。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1128828801?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2024-11-06 15:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1128828801","market":"hk","top_or_hot":-1,"title":"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","media":"异动解读","content":"<p>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。</p>\n\n<p>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。</p>\n\n<p>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。</p>\n\n<p>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。</p>\n\n<p>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。</p>","source":"ai_movement_cn","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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\n</h2>\n\n<h4 class=\"meta\">\n\n2024-11-06 15:43 北京时间&nbsp;&nbsp;&nbsp;<strong>异动解读</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。\n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。\n业绩疲弱...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SMCI","symbol_name":"超微电脑","start_time":0,"source_url":"","article_id":"1128828801","we_media_id":"1092702339","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1128828801","pubTimestamp":1730878998,"sourceInfo":{"source_id":"ai_movement_cn","name":"异动解读"},"weMediaInfo":{"media_name":"异动解读","introduction":"个股异动一手消息解读","home_visible":1,"id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"知名人工智能服务器制造商超微电脑陷入两重危机,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。多重不利影响叠加,引发关键时点超微电脑股价应声暴跌。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SMCI":"超微电脑"},"translate_title":"Interpretation of changes: ultramicro computers are caught in double crises, weak performance and internal control defects trigger huge shocks","themeId":"f8600bb5287362262dec907f0e6e6f18","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMCI":1},"content_text":"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。\n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。\n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。\n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。\n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。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1128828801"}