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由于投资者专注于对人工智能(AI)服务器的蓬勃发展,因此这种势头违背了对关税的更广泛关注。
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.
超级微型计算机(纳斯达克股票代码:SMCI)的股票继续进行集会,前一天激增了8.5%。这种势头违反了对关税的更广泛的市场关注,而投资者则专注于对人工智能(AI)服务器的蓬勃发展。
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.
台湾的富士康(也称为洪海精确行业)进一步推动了对AI服务器增长的乐观情绪,报告了2025年前两个月的收入同比增长25%。该公司还预计,第一季度的表现也很强。
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一样,Foxconn是由NVIDIA(NASDAQ:NVDA)芯片提供动力的AI服务器的关键制造商,这表明该行业的外观强劲。
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的股票近来已经面临着显着波动,散户投资者大部分都涌入了名称。在利用杠杆单股基金的人中,该股票也是首选的选择。
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.
该公司最近设法提交了其延迟的10-K表格,并抵御了推迟的威胁。据报道,还报道了一轮内部销售,高级副总统萨拉·刘(Sara Liu)和乔治·考(George Kao)在2月26日出售了价值数百万美元的股票,因为股价在金融文件后飙升。
While insider sells can sometimes be a factor that weighs on stocks, they also reflect potential profit-taking following a sharp run-up.
虽然内部人士卖出有时可能是股票权重的一个因素,但它们也反映出急剧升级后的潜在利润。
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.
近几个月来,超级微型的股票已经飙升,成为散户投资者的热门选择,这些投资者押注了AI基础设施需求的持续增长。但是,这也使股票高度波动。
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