超級微型計算機在貿易政策變化和富士通合作夥伴關係上共享

在兩個方面的積極新聞：潛在的貿易政策變化和與科技巨頭富士通的伙伴關係擴大之後，超級微型計算機的股票在周三飆升。

Super Micro Computer shares soared on Wednesday, buoyed by news of potential U.S. trade policy shifts and an expanded partnership with tech giant Fujitsu.

超級微型計算機的股票在周三飆升，並受到美國貿易政策轉變的消息以及與科技巨頭富士通的擴大合作夥伴關係的推動。

Supermicro's stock price surged 10.2% to close at $27.04, outpacing broader market gains. The S&P 500 rose 1.8% and the Nasdaq Composite increased 2.9%.

Supermicro的股價上漲了10.2％，收於27.04美元，超過了更廣泛的市場增長。標準普爾500指數上漲1.8％，納斯達克綜合材料增加了2.9％。

Investors responded to reports that the Trump administration plans to reduce tariffs on Chinese goods. According to Reuters, tariffs could drop from the current 145% to between 50% and 65%.

投資者回應了特朗普政府計劃減少中國商品關稅的報導。據路透社報導，關稅可能會從目前的145％下降到50％至65％之間。

This potential easing of trade tensions would likely benefit Supermicro, which relies on global supply chains for its server components.

貿易緊張局勢的這種潛在緩解可能會使Supermicro受益，這依賴於其服務器組件的全球供應鏈。

Macroeconomic Factors Drive Market Confidence

宏觀經濟因素推動了市場信心

President Trump's comments hinted at a major shift in trade policy that could ease investor concerns. The potential tariff reduction represents a dramatic change from current import taxes.

特朗普總統的評論暗示，貿易政策的重大轉變可能會緩解投資者的關注。潛在的降低關稅代表了當前進口稅的巨大變化。

In another market-calming move, Trump stated that he doesn't plan to try to remove Federal Reserve Chair Jerome Powell from his position.

特朗普在另一項平息行動中表示，他不打算試圖將美聯儲董事長杰羅姆·鮑威爾（Jerome Powell）從自己的職位上撤離。

These statements provided a boost to tech stocks in particular, with Supermicro seeing especially strong gains based on its exposure to international markets.

這些陳述尤其是技術股票的推動力，超級股票特別是根據其在國際市場上的暴露而獲得的強勁增長。

The broader market responded positively to these developments, with major indices posting solid gains for the session.

更廣泛的市場對這些事態發展做出了積極的反應，主要指數為本屆會議發布了可靠的收益。

Fujitsu Partnership Expands AI Capabilities

Fujitsu Partnership擴展AI功能

A second catalyst for the stock's rise came from news of Supermicro's deepening relationship with Fujitsu. The companies jointly announced an expansion of their collaboration focused on AI infrastructure.

該股上升的第二種催化劑來自Supermicro與Fujitsu的加深關係的消息。兩家公司共同宣布了他們的合作擴展，重點是AI基礎設施。

Central to this partnership is the launch of Supermicro's new PRIMERGY GX2570 M8s server. This advanced server combines high-performance GPU technology with liquid-cooling systems, along with related software and support services.

這種合作夥伴關係的核心是Supermicro的新Primergy GX2570 M8S服務器的啟動。該高級服務器將高性能GPU技術與液體冷卻系統以及相關軟件和支持服務相結合。

Future Growth Prospects

未來的增長前景

Fujitsu revealed plans to begin using the new server system starting in July. The company will pair the hardware with its Takane large language model.

富士通揭示了從7月開始開始使用新服務器系統的計劃。該公司將將硬件與其Takane大語言模型配對。

This integration aims to deliver generative AI services to enterprise customers. The partnership suggests Supermicro will continue to see robust demand for its AI-focused server products.

該集成旨在為企業客戶提供生成的AI服務。該合作夥伴關係表明，Supermicro將繼續看到對其專注於AI的服務器產品的強勁需求。

Market analysts view this development as supporting a bullish outlook for the company's stock. The expanding AI infrastructure market represents a key growth opportunity for Supermicro, whose specialized servers are well-positioned to meet increasing demand.

市場分析師認為這一發展是支持公司股票的看漲前景。不斷擴大的AI基礎設施市場代表了SuperMicro的關鍵增長機會，Supermicro的專業服務器良好地定位以滿足日益增長的需求。

Server sales tied to AI applications have become a crucial revenue stream for the company in recent years. The liquid-cooling technology in the new servers addresses the heat management challenges that come with power-hungry AI workloads.

近年來，與AI應用程序相關的服務器銷售已成為該公司的關鍵收入來源。新服務器中的液體冷卻技術解決了渴望強力AI工作負載帶來的熱量管理挑戰。

Enterprise adoption of generative AI continues to accelerate, creating ongoing opportunities for hardware providers like Supermicro.

企業對生成AI的採用繼續加速，為像SuperMicro這樣的硬件提供商創造了持續的機會。

The stock's performance on Wednesday reflects investor confidence in the company's strategy of focusing on high-performance computing solutions for AI applications.

該股票在周三的業績反映了投資者對該公司專注於AI應用程序高性能計算解決方案的策略的信心。