超微电脑(SMCI.US)暴涨超15% 2027财年营收指引大超预期 华尔街对增长前景与利润率仍存分歧

智通财经
Aug 13
【超微电脑(SMCI.US)暴涨超15% 2027财年营收指引大超预期 华尔街对增长前景与利润率仍存分歧】智通财经APP获悉,周三,超微电脑(SMCI.US)股价暴涨超15%。公司最新公布的2026财年第四季度业绩虽然营收不及市场预期,但盈利表现受毛利率改善推动好于预期,同时给出了强劲的2027财年营收及每股收益指引。分析师对此反应不一,部分机构看好AI基础设施需求带来的增长潜力,但也有机构警告,GPU服务器业务占比较高仍可能持续压制利润率和自由现金流。

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