金吾财讯 | 超微电脑(SMCI)公布2025财年二季度（截至2024年12月31日）的业绩报告。期内，销售额初步为56亿至57亿美元，低于分析师预期的57.7亿美元；调整后每股收益初步为0.58至0.60美元，略低于分析师预期的0.61美元。在业绩指引方面，公司下调了2025财年（截至2025年6月30日）的收入预期，从此前的260亿至300亿美元调整为235亿至250亿美元。超微电脑首席执行官Charles Liang同时公布了一个雄心勃勃的长期目标：预计2026财年收入将达到400亿美元，这一数字远超华尔街分析师的预期。根据FactSet的调查，分析师此前预计该公司2026的财年收入为291.8亿美元。Charles Liang表示，公司的直接液冷技术（Direct Liquid Cooling, DLC）将在未来12个月内在数据中心得到广泛应用，成为推动超微电脑2026财年实现400亿美元收入目标的关键因素。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.