$超微电脑(SMCI)$ 超微得益于英伟达对 AI.GPU 驱动的需求,这些芯片供应量增加,推动其 AI 机架系统销售增长,收入和利润加速增长,23 年第二财季创纪录增长 103% 至 36.6 亿美元。
预期 24 年收入将增长 100% 至 145 亿美元。尽管一年内股价已上涨了 700%,而其估值合理,上涨势头可能还没有结束,仍有上涨空间。
做多不断创新高的股票,最最重要,最要紧,最关键的是设定止损计划,切记上车扎好安全带。当然,买任何股票都要设定止损,以保本前题。
此外,超微电脑的财务状况也非常稳健。根据最近公布的财报,超微电脑的业绩远超预期,并且指引未来的业绩也将超出分析师预期。这表明超微电脑在管理和运营方面非常出色,能够持续为股东创造价值。
最后,超微电脑在人工智能领域的增长潜力巨大。人工智能是一个快速发展的领域,预计未来几年将继续保持高速增长。超微电脑作为人工智能基础设施的重要供应商,将受益于这一趋势,并有望实现持续增长。
因此,超微电脑公司凭借其独特的竞争优势、强劲的市场需求、稳健的财务状况以及巨大的增长潜力,成为了人工智能领域的佼佼者,其股价也因此能够持续上涨
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