周二,超微电脑大幅拉升,截至发稿涨幅超13%,2月份涨幅超90%。消息面上,超微电脑此前提供了对2026财年强劲的业绩指引。超微电脑预计,2026财年净销售额将达到400亿美元,这一数字显著高于当前分析师预期的292亿美元。
首席执行官查尔斯·梁对未来的运营表示信心:"凭借我们领先的直接液冷(DLC)技术,以及未来12个月内预计超过30%的新数据中心将采用这一技术,超微电脑在基于英伟达Blackwell等方面成长人工智能基础设施设计方面具备良好定位。"
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