里昂发表研究报告指,超微(SMCI.US) 公布的第四财季初步营运数据显示毛利率达15%至17%,高于此前指引,主要得益于客户及产品组合优化。该行认为,超微毛利率扩张反映受强劲需求推动,GPU、CPU及内存等关键AI元件供应持续紧张,具备元件保障的服务器厂商可提升定价并优化产品组合,此趋势亦将有助联想集团(00992.HK) 扩展其服务器业务利润率。 该行预计,联想在2027财年第一季度的...
Source Link里昂发表研究报告指,超微(SMCI.US) 公布的第四财季初步营运数据显示毛利率达15%至17%,高于此前指引,主要得益于客户及产品组合优化。该行认为,超微毛利率扩张反映受强劲需求推动,GPU、CPU及内存等关键AI元件供应持续紧张,具备元件保障的服务器厂商可提升定价并优化产品组合,此趋势亦将有助联想集团(00992.HK) 扩展其服务器业务利润率。 该行预计,联想在2027财年第一季度的...
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