作者RI Research,内容为转载编译,仅为呈现不同市场观点与研究视角,并不意味着本公众号对文中观点结论认可。2026 财年第二季度财报表现亮眼,看多逻辑得到实锤超微电脑(SMCI)刚刚发布 2026 财年第二季度财报,季度业绩极为强劲,推动股价反弹至约 32 美元。近期,AI相关公司的市场情绪整体偏空,英伟达(NVDA)、博通(AVGO)这类 AI 时代最大受益方市场表现疲软,也印证了这一点...
Source Link作者RI Research,内容为转载编译,仅为呈现不同市场观点与研究视角,并不意味着本公众号对文中观点结论认可。2026 财年第二季度财报表现亮眼,看多逻辑得到实锤超微电脑(SMCI)刚刚发布 2026 财年第二季度财报,季度业绩极为强劲,推动股价反弹至约 32 美元。近期,AI相关公司的市场情绪整体偏空,英伟达(NVDA)、博通(AVGO)这类 AI 时代最大受益方市场表现疲软,也印证了这一点...
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