金吾财讯 | 超微电脑(SMCI)周四盘前转涨，截至发稿，最新报32.35美元，涨幅10.54%。消息面上，超微电脑日前发布公告，宣布计划通过一揽子股权发行筹集高达70亿美元资金，用于采购履行客户订单所需的零部件和设备。公告披露，本轮募资将包括50亿美元的承销公开发行和20亿美元的“按市价发行”程序。其中，承销发行中12.5亿美元为普通股发售，其余37.5亿美元则通过强制性可转换优先股的存托股份进行。承销方由摩根大通、高盛和花旗共同领衔。该公告发布后，因投资者对公司稀释效应及此前业绩不及预期心存顾虑，叠加美股AI带动的牛市泡沫或将破灭的市场普遍忧虑，超微电脑周二盘后一度下挫超12%，周三盘中亦跟随大盘延续跌势大幅下探。不过，市场依旧有积极的声音。高盛的约翰·弗洛德新近表示，大型科技巨头公司的大规模发股，反映出的是市场健康需求，而非投机性过剩，并对当前美股仍持乐观态度。
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