01/29/2025, 10:00 PM UTC
超级微电脑：不要错过这个绝佳的买入机会Super Micro Computer: Don't Let Go Of This Fantastic Buying Opportunity
1. 2月25日的纳斯达克合规截止日期即将到来。2. 自去年年底以来，卖压已经减弱，空头持仓比率也没有大幅上升。3. 英伟达Blackwell的加速和5000亿美元的Stargate项目为Supermicro的路线图提供了清晰的线索。4. SMCI的估值已经缩水，降低了其即将到来的收益和延迟的监管文件截止日期前的风险。5. 在其他人意识到机会之前，当前的布局对投资者来说很有吸引力，可以增加更多股份。1. The February 25th Nasdaq compliance deadline is approaching for Super Micro Computer. 2. Selling pressure has subsided, and short interest ratio has not surged since late last year. 3. Growth catalysts from Nvidia's Blackwell ramp and the $500B Stargate project provide clarity for Supermicro's roadmap. 4. SMCI's valuation has been deflated, reducing risks ahead of its upcoming earnings and delayed regulatory filings deadline. 5. The current setup is attractive for investors to add more shares before others recognize the opportunity.
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