超微电脑(SMCI)最新财报或许令华尔街失望,但KM资本认为市场反应过度。这家备受尊敬的投资机构呼吁持股者“坚定持有”,强调尽管季度业绩疲软,但AI驱动的增长故事依然稳固。超微电脑2025财年第四季度数据低于预期——57.6亿美元净销售额较预期低约1.56亿美元,每股收益也未达标。对本季度的业绩指引同样令人失望,引发股价连续五日累计下跌超20%。然而KM资本认为,从更宏观视角看这次业绩不及预期只是...
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