BUZZ-博雅银行恢复对超微计算机的评级,维持 "跑输大盘 "评级

路透中文
Jul 10, 2025
BUZZ-博雅银行恢复对<a href="https://laohu8.com/S/SMCI">超微</a>计算机的评级,维持 "跑输大盘 "评级

7月9日 - ** 美银美林恢复对人工智能服务器制造商超微计算机SMCI.O的评级,维持 "跑输大市",称人工智能服务器市场竞争加剧可能对公司利润率构成压力

** 随着时间的推移,液体冷却可能会被商品化,因为现在许多公司都提供自己的版本--券商

** SMCI 可能需要更多资金用于营运资本,这可能会摊薄现有股东的利益--博雅银行

** 券商将 SMCI 的目标价定为 35 美元,较上一交易日收盘价下跌约 28.7

** 18家券商中有7家将该股评为 "买入 "或更高,8家评为 "持有",3家评为 "卖出";根据LSEG汇编的数据,他们的PT中值为36.97美元。

** 包括本交易日在内,该股今年累计上涨约 60.8%

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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