金吾财讯 | 超微电脑(SMCI)盘前跌超23%，截至发稿，报21.1美元。消息面上，公司公布2025财年第一财季的初步估算财务数据。期内，调整后每股收益(EPS)为0.75至0.76美元，分析师预期0.74美元，公司指引区间为0.67至0.83美元，前一季度同比增长78.1%。期内营收在59亿至60亿美元，相当于同比增长178.3%至183%，分析师预期为64.7亿美元，公司指引区间为60亿至70亿美元，前一季度同比增长143.6%。指引方面，预计第二财季净销售额为55亿至61亿美元，相当于同比增长50.3%至66.7%，分析师预期67.9亿美元。预计调整后EPS为0.56至0.65美元，分析师预期EPS为0.83美元。
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