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由於投資者專注於對人工智能(AI)服務器的蓬勃發展,因此這種勢頭違背了對關稅的更廣泛關注。
Super Micro Computer (NASDAQ:SMCI) shares are continuing their rally, rising early Wednesday following an 8.5% surge the previous day. This momentum defies broader market concerns over tariffs, with investors instead focusing on the booming demand for artificial intelligence (AI) servers.
超級微型計算機(納斯達克股票代碼:SMCI)的股票繼續進行集會,前一天激增了8.5%。這種勢頭違反了對關稅的更廣泛的市場關注,而投資者則專注於對人工智能(AI)服務器的蓬勃發展。
Optimism over AI server growth was further fueled by Taiwan’s Foxconn, also known as Hon Hai Precision Industry, reporting a 25% year-over-year increase in revenue for the first two months of 2025. The company is also expecting a strong first-quarter performance.
台灣的富士康(也稱為洪海精確行業)進一步推動了對AI服務器增長的樂觀情緒,報告了2025年前兩個月的收入同比增長25%。該公司還預計,第一季度的表現也很強。
Like Super Micro, Foxconn is a key manufacturer of AI servers powered by Nvidia (NASDAQ:NVDA) chips, suggesting a robust outlook for the sector.
像Super Micro一樣,Foxconn是由NVIDIA(NASDAQ:NVDA)芯片提供動力的AI服務器的關鍵製造商,這表明該行業的外觀強勁。
Super Micro's stock has faced significant volatility in recent times, with retail investors largely pouring into the name. The stock is also a preferred pick among those utilizing leveraged single-stock funds.
Super Micro的股票近來已經面臨著顯著波動,散戶投資者大部分都湧入了名稱。在利用槓桿單股基金的人中,該股票也是首選的選擇。
The company recently managed to file its delayed 10-K form, fending off a threat of delisting. A new round of insider selling was also reported, with Senior Vice Presidents Sara Liu and George Kao selling millions of dollars worth of shares on February 26 as the stock price surged following the financial filing.
該公司最近設法提交了其延遲的10-K表格,並抵禦了推遲的威脅。據報導,還報導了一輪內部銷售,高級副總統薩拉·劉(Sara Liu)和喬治·考(George Kao)在2月26日出售了價值數百萬美元的股票,因為股價在金融文件後飆升。
While insider sells can sometimes be a factor that weighs on stocks, they also reflect potential profit-taking following a sharp run-up.
雖然內部人士賣出有時可能是股票權重的一個因素,但它們也反映出急劇升級後的潛在利潤。
Super Micro's stock has soared in recent months, becoming a hot pick among retail investors who are betting on the continued rise of AI infrastructure demand. However, this has also made the stock highly volatile.
近幾個月來,超級微型的股票已經飆升,成為散戶投資者的熱門選擇,這些投資者押注了AI基礎設施需求的持續增長。但是,這也使股票高度波動。
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