超微电脑(SMCI)12月2日星期一盘前股价大涨5.48%,引发市场关注。此前,公司面临审计师断绝关系、会计不当行为指控等问题,一度濒临从纳斯达克退市的危险。
消息面上,超微电脑已任命BDO USA为其新审计师,并向纳斯达克提交了一份合规计划,表明其致力于保留交易所上市地位。这一举措激发了投资者的乐观情绪,推动公司股价从11月中旬的低点暴涨81%。
不过,专家认为超微电脑前景仍存在诸多不确定性。新增审计师或导致公司2025-2026年32%的强劲增长预测被修订,而超微电脑在激烈的行业竞争中过于注重价格战略而非质量提升,都可能削弱其长期前景。退市以及财务报表准确性的疑虑,也让投资者对该股并不完全乐观。分析师普遍给予超微电脑中性评级,认为它虽具有一定的上涨潜力,但同时面临不小的风险。
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