羅森布拉特（Rosenblatt

超級微型計算機（納斯達克股票代碼：SMCI）引起了投資者的關注，因為羅森布拉特證券（Rosenblatt Securities）與看漲的前景重新效力有關

Rosenblatt Begins Coverage of Super Micro Computer, highlighting AI Strength

羅森布拉特（Rosenblatt）開始覆蓋超級微型計算機

Rosenblatt Securities initiated coverage of Super Micro Computer (NASDAQ:SMCI) with a Buy rating and 12-month price target of $60, recognizing the company’s increasing footprint in the burgeoning artificial intelligence (AI) sector.

羅森布拉特證券（Rosenblatt Securities）以買入評級和12個月的目標目標為60美元的超級微型計算機（NASDAQ：SMCI）的覆蓋範圍，認識到該公司在新興的人工智能（AI）領域的不斷增長。

The firm highlighted that AI now comprises nearly 70% of Supermicro’s revenue, showcasing the company’s significant shift and focus on this rapidly growing market.

該公司強調，AI現在佔Supermicro收入的近70％，展示了該公司的重大轉變並專注於這個快速增長的市場。

Supermicro is recognized for its liquid cooling technology and architectural designs, optimized for best-in-class AI performance. These differentiators are crucial in an industry focused on squeezing maximal efficiency and capabilities from its computing infrastructure, rendering Supermicro well-positioned.

Supermicro以其液體冷卻技術和建築設計而受到認可，該設計優化了一流的AI性能。這些差異化者在關注其計算基礎架構的最大效率和功能的行業中至關重要，從而使超級良好的位置良好。

Moreover, Supermicro’s deep expertise and scale in building complete AI infrastructure solutions, from motherboards to servers and complete racks, are seen as essential to sustaining its competitive advantage. This holistic approach enables the company to provide tailored and integrated solutions, catering to the diverse needs of its clients in the evolving AI landscape.

此外，Supermicro在建立從主板到服務器和完整架子的完整AI基礎設施解決方案方面的深厚專業知識和規模被認為是維持其競爭優勢的必不可少的。這種整體方法使公司能夠提供量身定制和集成的解決方案，以滿足其不斷發展的AI景觀中客戶的各種需求。

The initiative to cover Super Micro Computer comes as macroeconomic concerns are casting shadows over the broader stock market.

涵蓋超級計算機的主動性隨著宏觀經濟的關注正在拋棄更廣泛的股票市場的陰影。

Kohl's (NYSE:KSS) shares fell on Wednesday after the retailer’s second-quarter earnings and current-quarter sales outlook missed analysts’ expectations.

零售商的第二季度收益和現任季度銷售前景未能達到分析師的期望之後，科爾（NYSE：KSS）的股價週三下跌。

Despite a temporary pause in the global stock selloff, which saw major indexes post triple-digit losses last week, a report by InvestingPro showed that the stock selloff may continue.

儘管全球股票拋售暫時停頓了，該股票拋售了上週的三位數損失，但InvestingPro的一份報告顯示，股票拋售可能會繼續。

The report also highlighted that out of the 144 S&P 500 companies that have reported earnings so far this period, 80% beat analysts’ expectations for earnings per share, while 72% exceeded revenue estimates.

該報告還強調，在此期間迄今已報告收益的144家標準普爾500家公司中，有80％擊敗了分析師對每股收益的期望，而72％的收入超過了收入估算。

However, despite the strong earnings reports and optimistic outlook, a potential economic downturn and rising interest rates continue to weigh on investor sentiment.

然而，儘管收益報告和樂觀的前景很大，但潛在的經濟低迷和利率上升仍在對投資者的情緒不斷損害。

"We’re still expecting the Magnificent Seven to report strong earnings and revenue, but we’ll be tuning in to hear about the second half of the year and any commentary on macroeconomic trends," the report concluded.

報告總結說：“我們仍然期望七名能夠報告豐富的收入和收入，但我們將調整以了解下半年的下半年以及對宏觀經濟趨勢的任何評論。”

The Magnificent Seven, also known as the Tech Seven, refers to seven of the largest and most valuable U.S. technology companies, including Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Nvidia (NASDAQ:NVDA), Meta Platforms (NASDAQ:META) and Tesla (NASDAQ:TSLA).

The Magnificent Seven, also known as the Tech Seven, refers to seven of the largest and most valuable US technology companies, including Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Nvidia (NASDAQ:NVDA), Meta Platforms (NASDAQ:META) and特斯拉（NASDAQ：TSLA）。

The post Rosenblatt Initiates Coverage of Super Micro Computer, highlighting Strength in AI Demand appeared first on Invest Cufflinks.

羅森布拉特（Rosenblatt）郵報（Post Rosenblatt）啟動了超級微型計算機的覆蓋範圍，重點介紹了AI需求的強度首先出現在Invest Cufflinks上。