12/30/2024, 09:37 AM UTC
2025年顶级反弹投资：Super Micro Computer（评级上调）Super Micro Computer: A Top Rebound Play For 2025 (Rating Upgrade)
1. Super Micro Computer的股价在2024年初大幅上涨后有所回落，但在公司向纳斯达克提交合规计划后，市场情绪有所改善。2. 该公司在液冷服务器机架市场面临强劲的增长前景，这得益于人工智能应用和数据中心资本支出。3. 由于财务报告延迟和可能退市的风险，但若问题得到解决，合理的市盈率提供了重估的机会。1. Super Micro Computer's shares have lost much of its early 2024 gains but sentiment improved after the firm submitted a compliance plan to Nasdaq. 2. The company faces strong growth prospects in the liquid-cooled server racks market, driven by AI applications and data center CapEx spending. 3. Risks remain due to financial reporting delays and a potential delisting, but a moderate P/E ratio offers a revaluation opportunity if issues are resolved.---
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