04/07/2025, 07:10 AM UTC
超级微电脑：最糟糕的情况可能已经过去（评级上调）Super Micro Computer: The Worst Might Be Over (Rating Upgrade)
1. 超级微电脑按时提交了10-K文件，避免了纳斯达克退市，未发现任何会计违规行为，缓解了投资者的担忧。2. 尽管销售额增长令人印象深刻，但利润率下降以及来自戴尔和惠普的激烈竞争构成了重大风险。3. 超级微电脑强劲的资产负债表、低债务和现金储备使其财务状况稳定，但增长的可持续性仍不确定。4. 假设没有进一步的会计问题，并且人工智能持续繁荣，SMCI股票似乎被严重低估，提供了看涨的投资机会。1. Super Micro Computer avoided Nasdaq delisting by filing its 10-K on time, with no accounting wrongdoing found, easing investor concerns. 2. Despite impressive sales growth, declining profit margins and fierce competition from Dell and HPE pose significant risks. 3. Super Micro Computer's strong balance sheet, low debt, and cash reserves make it financially stable, but sustainability of growth remains uncertain. 4. Assuming no further accounting issues and a continued AI boom, SMCI stock appears highly undervalued and presents a bullish investment opportunity.---
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