超級微型計算機（SMCI）股票：AI服務器市場承諾，儘管性能波動

領先的人工智能（AI）服務器製造商Super Micro Computer Inc.（SMCI）儘管重新獲得了庫存性能，但仍在波動

Super Micro Computer (NASDAQ:SMCI) stock has seen massive fluctuations despite the company finally resolving its accounting issues to avoid a NASDAQ delisting. While some analysts remain cautious, others see significant growth potential for SMCI in the AI-driven market, presenting opportunities for investors to consider.

超級微型計算機（NASDAQ：SMCI）股票儘管公司終於解決了會計問題，以避免納斯達克脫穎而出。儘管一些分析師仍然謹慎，但另一些分析師認為，在AI驅動的市場中，SMCI的顯著增長潛力，為投資者提供了考慮的機會。

Super Micro: Regaining NASDAQ Compliance and Wall Street's Reaction

超級微型：重新獲得納斯達克合規性和華爾街的反應

超級微型：重新獲得納斯達克合規性和華爾街的反應

After a long-running battle to remain listed on the exchange, Super Micro finally regained NASDAQ compliance, a critical milestone for the company and its investors. Following the news, SMCI's stock price initially shot up by over 12%.

經過長期的戰鬥以保持在交易所的上市之後，超級微型終於重新獲得了納斯達克的合規性，這是該公司及其投資者的關鍵里程碑。新聞後，SMCI的股價最初提高了12％以上。

However, the stock later declined nearly 24% from that peak, suggesting that despite the positive development, market skepticism remains.

但是，該股票後來從該高峰下降了近24％，這表明儘管有積極的發展，但市場懷疑仍然存在。

As the stock faces re-evaluation, Goldman Sachs has raised its price target to $40, while Barclays is reinstating coverage with a $59 target.

隨著股票面臨重新評估，高盛將其目標目標提高到40美元，而巴克萊則以59美元的目標恢復覆蓋範圍。

Loop Capital was the most bullish, increasing its target by 40% to $70, and Rosenblatt Securities has also re-initiated coverage of Super Micro with a buy rating and a 12-month target of $60. These valuations suggest potential upside for the stock.

Loop Capital是最看漲的，將其目標提高40％至70美元，Rosenblatt Securities還以買入評級和60美元的12個月目標重新啟動了Super Micro的覆蓋範圍。這些估值暗示了股票的潛在上漲空間。

AI Infrastructure: A Key Driver for Super Micro

AI基礎架構：超級微型的關鍵驅動程序

AI基礎架構：超級微型的關鍵驅動程序

Super Micro is a major player in AI infrastructure, particularly with its direct-liquid cooling (DLC) technology, which enhances server efficiency and performance.

Super Micro是AI基礎架構的主要參與者，尤其是其直接液體冷卻（DLC）技術，可提高服務器效率和性能。

This technological edge, combined with an expanding product portfolio of advanced server systems, storage solutions, and proprietary software, strengthens its competitive position in the AI and high-performance computing (HPC) market.

這種技術優勢與高級服務器系統，存儲解決方案和專有軟件的產品組合相結合，增強了其在AI和高性能計算（HPC）市場中的競爭地位。

The company's 2025 revenue forecast ranges between $23.5 billion and $25 billion, with an ambitious $40 billion target for 2026. These figures highlight the company's robust growth potential, especially with the increasing demand for AI-powered computing solutions.

該公司的2025年收入預測範圍在235億至250億美元之間，雄心勃勃的400億美元目標是2026年。這些數字凸顯了該公司強大的增長潛力，尤其是隨著對AI驅動計算解決方案的需求不斷增長。

Stock Valuation and Analysts' Sentiment

股票估值和分析師的情緒

股票估值和分析師的情緒

At present, Super Micro Computer stock has a P/E ratio of approximately 19.66, which suggests that the stock is fairly valued or even undervalued considering its growth potential, especially in the booming AI sector.

目前，超級微型計算機庫存的市盈率約為19.66，這表明該股票被認為是其增長潛力的相當價值甚至被低估的，尤其是在蓬勃發展的AI領域。

However, analysts remain divided on the stock. Some see strong potential for further gains, while others are more conservative in their outlook.

但是，分析師仍在股票上分配。有些人看到進一步收益的強大潛力，而另一些人的前景更加保守。

Out of 18 Wall Street analysts, 6 recommend buying Super Micro stock, 10 suggest holding, and 2 advise selling the stock. The average 12-month price target is $52.57, with a high estimate of $93.00 and a low estimate of $32.50, indicating potential for both significant gains and risks.

在18位華爾街分析師中，有6位建議購買超級股票，10個建議持有，並建議出售該股票。平均12個月的價格目標為52.57美元，高估計值為93.00美元，低估估算值為32.50美元，這表明有顯著利益和風險的潛力。

Short Interest Declines, Institutional Investors Show Confidence

興趣較短，機構投資者表現出信心

興趣較短，機構投資者表現出信心

A 13.8% decline in short interest suggests that bearish sentiment is fading, which could pave the way for a bullish trend to emerge.

短期利息下降了13.8％，表明看跌的情緒正在消失，這可能為看漲的趨勢鋪平道路。

Moreover, institutional investors are showing their confidence in Super Micro. State Street recently increased its Super Micro holdings by 4.3%, bringing the total value to $890.3 million, while Janney Montgomery Scott and Teamwork Financial Advisors have made multi-million dollar investments in the stock.

此外，機構投資者正在表現出對超級微觀的信心。 State Street最近將其Super Micro Holtings提高了4.3％，將總價值提高到8.903億美元，而Janney Montgomery Scott和Teamwork Financial Advisors對該股票進行了數百萬美元的投資。

Is Super Micro a Buy?

超級微型購買嗎？

超級微型購買嗎？

Super Micro Computer is positioned well within the AI infrastructure boom, but it still faces challenges, including market volatility, accounting concerns, and mixed analyst sentiment.

超級微型計算機位於AI基礎設施繁榮的位置，但它仍然面臨挑戰，包括市場波動，會計問題和混合分析師情緒。

Investors should carefully consider the stock's strong growth potential and recent price swings, and regulatory history before making an informed decision.

在做出明智的決定之前，投資者應仔細考慮股票的強大增長潛力和最近的價格波動以及監管歷史。

With a current price hovering around $40, the average price target of $52.57 suggests a 28% upside, making SMCI an intriguing option for those seeking to capitalize on AI-driven growth.

由於目前的價格徘徊在40美元左右，平均價格目標為52.57美元，這表明上漲了28％，這使得SMCI成為那些試圖利用AI驅動增長的人的有趣選擇。

However, as always, investors should conduct their own due diligence and take into account their own investment goals, risk tolerance, and the prevailing market conditions before making any investment decisions.

但是，與往常一樣，投資者應進行自己的盡職調查，並在做出任何投資決策之前考慮自己的投資目標，風險承受能力以及現行的市場狀況。