超微电脑(SMCI)今日盘中大跌5.1%,引发市场广泛关注。
消息面上,中国相关部门近期对竞争对手英伟达公司展开反垄断调查,这引发投资者对美国芯片公司在中国市场的前景产生疑虑,是导致超微电脑股价下跌的主要原因之一。
此外,美银证券将竞争对手AMD的评级从"买入"下调至"中性",并下调目标价,认为其市场份额增长潜力有限。这一消息也对包括超微电脑在内的这一行业产生了负面影响。
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