11/06/2024, 01:43 PM UTC
超级微电脑:展望令人失望但现金流表现改善,评级上调Super Micro Computer: Disappointing Outlook But Upgrading On Improved Cash Flow Performance
1. 超级微电脑报告了Q1/FY2025业绩,销售额低于预期;2. 改善的利润率和良好的现金流有助于抵消销售额的下降;3. 第二季度展望令人失望,销售额和每股收益均低于预期;4. 销售展望疲软,归因于英伟达下一代GPU的供应有限;5. 尽管股价从最初的‘卖出’建议下跌近50%,但股票评级上调至‘持有’。1. Super Micro Computer reported mixed Q1/FY2025 results with weaker-than-expected sales; 2. Improved margins and decent cash generation helped offset the sales shortfall; 3. Disappointing second quarter guidance with sales and EPS below consensus expectations; 4. Weak sales outlook attributed to limited availability of Nvidia's next-generation GPUs; 5. Stock upgraded to 'Hold' despite nearly 50% decline from initial 'Sell' recommendation.
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