10/06/2024, 03:17 PM UTC
当他人恐惧时贪婪：超级微计算机公司（评级上调）Super Micro Computer: Be Greedy When Others Are Fearful (Rating Upgrade)
1. 超级微计算机公司因会计问题被DOJ调查，股价暴跌；2. 尽管如此，公司的强大业务和服务器市场潜力使其成为有吸引力的投资；3. 近期的股票拆分和低估值提供了一个独特的买入机会；4. DOJ调查造成了负面情绪，但被视为投资机会；5. SMCI长期每股收益增长强劲，优于英伟达或AMD。1. Super Micro Computer's shares have crashed following a DOJ probe into its accounting practices; 2. Despite the investigation, the company's strong business and server market potential make it an attractive investment; 3. The recent stock split and low valuation present a unique buying opportunity; 4. The DOJ probe has created a negative sentiment, but it's seen as an investment opportunity; 5. SMCI has a strong long-term EPS growth outlook, outperforming Nvidia or AMD.
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