09/23/2024, 02:03 PM UTC
超级微计算机：底部可能已形成Super Micro Computer: The Bottom Is Likely In
1、超级微计算机的销售和利润增长由人工智能硬件需求的激增驱动；2、尽管遭遇卖空者攻击，SMCI的业务依然强劲；3、公司在人工智能服务器和液体冷却系统方面的竞争优势使其未来增长潜力巨大；4、超级微计算机的市盈率为10倍领先利润，是一笔划算的交易。1. Super Micro's sales and profit growth are driven by surging AI hardware demand; 2. Despite a short seller attack, SMCI's business remains strong; 3. The company's competitive edge in AI-capable servers and liquid-cooled systems positions it well for future growth; 4. Super Micro's valuation at 10x leading profits is a bargain.
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