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超微电脑带崩英伟达等AI概念股,全因一份新闻稿?

华尔街见闻04-20

4月19日周五,“一年十倍股”超微电脑(SMCI)暴跌23%,创两个多月新低。超微电脑在周五的一份简短新闻稿中表示,将于4月30日公布第三财季业绩。然而,该公司打破了此前提供初步业绩的惯例,这引发投资者担心,疯狂减持该股。回顾今年1月份,超微电脑在宣布第二季度财报的11天前,上调了销售和盈利指引。亮眼的业绩预告令超微股价暴力拉升,也推动了今年一季度AI概念股的最新一波汹涌上涨。市场普遍认为,超微...

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