异动解读 | 超微电脑陷"双重困境"引发股价暴跌

异动解读11-07

知名人工智能服务器制造商超微电脑(SMCI)11月6日股价盘中一度大跌超过26%,引发市场关注。公司此前公布的业绩数据和预期均低于预期,同时内控问题也让公司透明度遭质疑,导致投资者看衰其前景而抛售股票。

首先,在业绩方面,公司2025财年第一财季净销售额约59亿至60亿美元,不及分析师预期的64.7亿美元。调整后每股收益0.75至0.76美元,也落后于0.74美元的市场预期。更糟糕的是,超微电脑第二财季净销售额指引区间仅为55亿至61亿美元,远低于市场预期67.9亿美元。业绩乏力意味着公司高速增长或已见顶,难以持续受益于人工智能热潮。

此外,公司内部监控体系的缺陷也引发质疑。继前任审计师安永辞职并质疑财务报表后,超微电脑至今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。尽管公司已成立特别委员会调查,但仍难以消除市场对其内控制度和财务透明度的疑虑。

多重不利因素的袭来,使投资者对超微电脑前景信心尽失,纷纷抛售股票。要重振信心,公司需尽快解决内控疑虑并恢复业绩增长,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

1

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1151442764?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2024-11-07 07:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1151442764","market":"hk","top_or_hot":-1,"title":"异动解读 | 超微电脑陷\"双重困境\"引发股价暴跌","media":"异动解读","content":"<p>知名人工智能服务器制造商超微电脑(SMCI)11月6日股价盘中一度大跌超过26%,引发市场关注。公司此前公布的业绩数据和预期均低于预期,同时内控问题也让公司透明度遭质疑,导致投资者看衰其前景而抛售股票。</p>\n\n<p>首先,在业绩方面,公司2025财年第一财季净销售额约59亿至60亿美元,不及分析师预期的64.7亿美元。调整后每股收益0.75至0.76美元,也落后于0.74美元的市场预期。更糟糕的是,超微电脑第二财季净销售额指引区间仅为55亿至61亿美元,远低于市场预期67.9亿美元。业绩乏力意味着公司高速增长或已见顶,难以持续受益于人工智能热潮。</p>\n\n<p>此外,公司内部监控体系的缺陷也引发质疑。继前任审计师安永辞职并质疑财务报表后,超微电脑至今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。尽管公司已成立特别委员会调查,但仍难以消除市场对其内控制度和财务透明度的疑虑。</p>\n\n<p>多重不利因素的袭来,使投资者对超微电脑前景信心尽失,纷纷抛售股票。要重振信心,公司需尽快解决内控疑虑并恢复业绩增长,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\"双重困境\"引发股价暴跌</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\"双重困境\"引发股价暴跌\n</h2>\n\n<h4 class=\"meta\">\n\n2024-11-07 07:03 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)11月6日股价盘中一度大跌超过26%,引发市场关注。公司此前公布的业绩数据和预期均低于预期,同时内控问题也让公司透明度遭质疑,导致投资者看衰其前景而抛售股票。\n首先,在业绩方面,公司2025财年第一财季净销售额约59亿至60亿美元,不及分析师预期的64.7亿美元。调整后每股收益0.75至0.76美元,也落后于0.74美元的市场预期。更糟糕的是,超微电脑...</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":"1151442764","we_media_id":"1092702339","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1151442764","pubTimestamp":1730934200,"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11月6日股价盘中一度大跌超过26%,引发市场关注。公司此前公布的业绩数据和预期均低于预期,同时内控问题也让公司透明度遭质疑,导致投资者看衰其前景而抛售股票。更糟糕的是,超微电脑第二财季净销售额指引区间仅为55亿至61亿美元,远低于市场预期67.9亿美元。多重不利因素的袭来,使投资者对超微电脑前景信心尽失,纷纷抛售股票。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SMCI":"超微电脑"},"translate_title":"Interpretation of the change: Ultra-microcomputer's \"double dilemma\" caused the stock price to plummet","themeId":"0bba22c0fd8ee7bdadb6a1aeeb99b109","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)11月6日股价盘中一度大跌超过26%,引发市场关注。公司此前公布的业绩数据和预期均低于预期,同时内控问题也让公司透明度遭质疑,导致投资者看衰其前景而抛售股票。\n首先,在业绩方面,公司2025财年第一财季净销售额约59亿至60亿美元,不及分析师预期的64.7亿美元。调整后每股收益0.75至0.76美元,也落后于0.74美元的市场预期。更糟糕的是,超微电脑第二财季净销售额指引区间仅为55亿至61亿美元,远低于市场预期67.9亿美元。业绩乏力意味着公司高速增长或已见顶,难以持续受益于人工智能热潮。\n此外,公司内部监控体系的缺陷也引发质疑。继前任审计师安永辞职并质疑财务报表后,超微电脑至今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。尽管公司已成立特别委员会调查,但仍难以消除市场对其内控制度和财务透明度的疑虑。\n多重不利因素的袭来,使投资者对超微电脑前景信心尽失,纷纷抛售股票。要重振信心,公司需尽快解决内控疑虑并恢复业绩增长,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":1,"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/1151442764"}