09/28/2024, 08:30 PM UTC
超级微计算机：随着投资者逃离，股价变得极其便宜Super Micro Computer: Becoming Dirt Cheap As Investors Flee
1. 超级微计算机公司因近期指控而面临美国司法部调查，正面临越来越大的审查。2. 尽管市场悲观，但由于其在人工智能机架服务器市场的领导地位，SMCI的人工智能论点仍然完好。3. 作者解释了为什么对于愿意承受近期市场波动的买家来说，SMCI的风险/回报特征仍然有利。1. Super Micro Computer, Inc. is facing increased scrutiny as the DoJ probes the company following recent allegations. 2. Despite the market's pessimism, SMCI's AI thesis remains intact due to its market leadership in AI rack servers. 3. The author explains why SMCI's risk/reward profile is still favorable for buyers willing to endure recent market volatility.
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