超微电脑高光时刻要结束了?高盛喊“卖出”!

金十数据
25 Mar

高盛分析师对超微电脑(SMCI.O)持谨慎态度,并于周一下调其股票评级至“卖出”,警告该公司可能会在人工智能(AI)服务器市场中逐渐失去领先优势。由Michael Ng领导的分析师团队指出,尽管超微电脑(SMCI.O)今年股价大涨,但未来可能会面临下跌风险,主要原因包括竞争加剧、其本就偏低的毛利率承压,以及AI服务器产品的差异化减少。“来自OEM(原始设备制造商)和ODM(原始设计制造商)供应商的...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10