知名人工智能服务器制造商超微电脑(SMCI)在11月5日夜盘遭遇重挫,盘后股价一度暴跌超过16%。公司陷入困境已有数月,最新财报和指引进一步加剧了投资者对其前景的担忧。
近日,超微电脑公布了截至2024年9月30日第一财季的初步财务数据,预计净销售额在59亿至60亿美元区间,逊于分析师预期64.7亿美元;调整后每股收益也在0.75至0.76美元,不及0.74美元的预期。
更糟糕的是,该公司对下一季度的业绩指引同样疲弱。第二财季净销售预计为55亿至61亿美元,低于分析师预期67.9亿美元;每股收益中值0.61美元,亦落后于预期水平。可见超微电脑的高速增长势头已大为放缓,令业界为之啧啧称奇的人工智能概念主导浪潮或已渐趋消退。
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