价格战之下,AI服务器厂商陷入“双重困境”

21世纪经济报道
Aug 07

美国东部时间8月5日,超微电脑(Supermicro)公布了本财年第四财季(2025年二季度,下称“二季度”)业绩。财报显示,超微电脑二季度营收同比增长7.5%至57.6亿美元,不及市场预估的58.9亿美元;经调整后每股收益0.41美元,不及市场预估的0.45美元。在市场普遍弥漫着AI需求高涨的乐观预期时,超微电脑营收和每股收益双双低于预期的财报,对投资者犹如冷水浇头。服务器厂商的双重困境今年初...

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