02/20/2025, 07:19 AM UTC
超级微电脑:最糟糕的时刻已经过去,但重建信誉需要时间(评级上调)Super Micro Computer: The Worst Is Behind Us, But Credibility Takes Time To Rebuild (Rating Upgrade)
1. 超级微电脑股票在2季度业绩疲软后下跌30%,随后强劲反弹;2. 管理层对按时完成申报文件且无重大问题表示信心;3. 公司预计2026财年强劲,收入目标为400亿美元,由英伟达的Blackwell驱动,但信誉问题仍是一大关注。1. Super Micro Computer's stock fell 30% before a strong rally following weak 2Q earnings; 2. Management confident in timely completion of filings without major issues; 3. Company projects strong FY2026 outlook with $40 billion revenue target, driven by NVIDIA's Blackwell, but credibility issues remain a concern.---
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