罗森布拉特（Rosenblatt

超级微型计算机（纳斯达克股票代码：SMCI）引起了投资者的关注，因为罗森布拉特证券（Rosenblatt Securities）与看涨的前景重新效力有关

Rosenblatt Begins Coverage of Super Micro Computer, highlighting AI Strength

罗森布拉特（Rosenblatt）开始覆盖超级微型计算机

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.

罗森布拉特证券（Rosenblatt Securities）以买入评级和12个月的目标目标为60美元的超级微型计算机（NASDAQ：SMCI）的覆盖范围，认识到该公司在新兴的人工智能（AI）领域的不断增长。

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.

该公司强调，AI现在占Supermicro收入的近70％，展示了该公司的重大转变并专注于这个快速增长的市场。

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以其液体冷却技术和建筑设计而受到认可，该设计优化了一流的AI性能。这些差异化者在关注其计算基础架构的最大效率和功能的行业中至关重要，从而使超级良好的位置良好。

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在建立从主板到服务器和完整架子的完整AI基础设施解决方案方面的深厚专业知识和规模被认为是维持其竞争优势的必不可少的。这种整体方法使公司能够提供量身定制和集成的解决方案，以满足其不断发展的AI景观中客户的各种需求。

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

涵盖超级计算机的主动性随着宏观经济的关注正在抛弃更广泛的股票市场的阴影。

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现任季度销售前景未能达到分析师的期望之后，科尔（NYSE：KSS）的股价周三下跌。

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.

尽管全球股票抛售暂时停顿了，该股票抛售了上周的三位数损失，但InvestingPro的一份报告显示，股票抛售可能会继续。

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.

该报告还强调，在此期间迄今已报告收益的144家标准普尔500家公司中，有80％击败了分析师对每股收益的期望，而72％的收入超过了收入估算。

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，尽管收益报告和乐观的前景很大，但潜在的经济低迷和利率上升仍在对投资者的情绪不断损害。

"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.

报告总结说：“我们仍然期望七名能够报告丰富的收入和收入，但我们将调整以了解下半年的下半年以及对宏观经济趋势的任何评论。”

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.

罗森布拉特（Rosenblatt）邮报（Post Rosenblatt）启动了超级微型计算机的覆盖范围，重点介绍了AI需求的强度首先出现在Invest Cufflinks上。