超微电脑(SMCI)今日盘前大跌5.05%,引发市场广泛关注。投资者对该公司面临的全球贸易风险表示担忧。
根据报道,近期由于涉嫌违反中国反垄断法和限制条件,中国市场监管总局对英伟达公司展开立案调查。这引发投资者对包括超微电脑在内的美国芯片公司在中国市场的前景产生疑虑。
此外,美银证券将竞争对手AMD公司评级从"买入"下调至"中性",并下调目标价,认为其市场份额增长潜力有限。这或许也为超微电脑在数据中心和人工智能市场的增长前景染上阴影。
超微电脑(SMCI)今日盘前大跌5.05%,引发市场广泛关注。投资者对该公司面临的全球贸易风险表示担忧。
根据报道,近期由于涉嫌违反中国反垄断法和限制条件,中国市场监管总局对英伟达公司展开立案调查。这引发投资者对包括超微电脑在内的美国芯片公司在中国市场的前景产生疑虑。
此外,美银证券将竞争对手AMD公司评级从"买入"下调至"中性",并下调目标价,认为其市场份额增长潜力有限。这或许也为超微电脑在数据中心和人工智能市场的增长前景染上阴影。
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