异动解读 | 超微电脑(SMCI)盘中大涨7.47%,动力源自AI芯片需求预期

异动解读
27 Nov 2024

超微电脑(SMCI)今日盘中大涨7.47%,引发市场广泛关注。

消息面上,近期人工智能(AI)热潮持续升温,带动了相关芯片厂商的股价表现。超微电脑作为国内少数几家专注于人工智能芯片设计与生产的厂商之一,在未来市场需求预期暴增的推动下,其股价出现快速上涨。

公司最新财报数据显示,超微电脑过去一个季度实现营收149.43亿美元、净利润12.08亿美元,毛利率超过14%。分析人士认为,超微电脑在人工智能芯片市场占据领先地位,随着AI技术被广泛应用于智能硬件设备、大数据中心、云计算平台等多个领域,预计公司业绩将持续向好。

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