12/18/2024, 07:37 AM UTC
当别人恐惧时贪婪：超级微电脑公司Super Micro Computer: Be Greedy When Others Are Fearful
1、由于监管不确定性消除、有吸引力的估值指标和强劲的技术布局，将SMCI评级上调至强烈买入；2、最近的纳斯达克延期和新审计师任命解决了退市担忧；3、英伟达对Blackwell GPU的需求使SMCI有望实现显著的收入增长。1. Upgraded SMCI to Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup; 2. Recent NASDAQ extension and new auditor appointment address delisting concerns; 3. Nvidia's demand for Blackwell GPUs positions SMCI for significant revenue growth.---
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