3月24日 - ** 服务器制造商超微电脑（Super Micro Computer，SMCI.O）股价下跌2.1%，至41.26美元（盘前
** 高盛将股票评级从“中性”下调至“卖出”，目标价从40美元下调至32美元
** 表示鉴于估值、竞争和毛利率方面的下行风险，认为Super Micro的风险回报率不佳
** 补充道：“人工智能服务器的竞争正在加剧，部分原因是竞争对手意识到市场机会巨大而纷纷投资，导致产品差异化程度降低，这可能对SMCI在人工智能服务器领域的早期市场份额领先地位构成压力”
** 由于竞争加剧、Blackwell产品转型以及来自最大客户和供应商的压力，SMCI的毛利率在25/26/27财年可能会下降——高盛
** 14家券商中有5家给予“买入”评级，7家给予“持有”评级，2家给予“卖出”评级；其平均目标价为54.50美元——数据由伦敦证券交易所集团（LSEG）编制
** 截至上次收盘，年初至今SMCI上涨约38
(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)
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