作者:Stone Fox Capital编译:美港股观察社超微电脑始终难逃波折。这家AI基础设施企业虽持续预测将实现大幅增长,但2026财年却再度迎来不利开局。不过当前这只AI概念股股价接近年内低点,而多数AI相关股票已飙升至历史新高。开局不利超微电脑几乎把“让市场失望”变成了一种“常态”。该公司最新发布的业务更新显示,第一财季营收降至50亿美元,且较分析师预期大幅低于15亿美元。这家AI服务器...
Source Link作者:Stone Fox Capital编译:美港股观察社超微电脑始终难逃波折。这家AI基础设施企业虽持续预测将实现大幅增长,但2026财年却再度迎来不利开局。不过当前这只AI概念股股价接近年内低点,而多数AI相关股票已飙升至历史新高。开局不利超微电脑几乎把“让市场失望”变成了一种“常态”。该公司最新发布的业务更新显示,第一财季营收降至50亿美元,且较分析师预期大幅低于15亿美元。这家AI服务器...
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