超级微型计算机在贸易政策变化和富士通合作伙伴关系上共享

在两个方面的积极新闻：潜在的贸易政策变化和与科技巨头富士通的伙伴关系扩大之后，超级微型计算机的股票在周三飙升。

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.

超级微型计算机的股票在周三飙升，并受到美国贸易政策转变的消息以及与科技巨头富士通的扩大合作伙伴关系的推动。

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的股价上涨了10.2％，收于27.04美元，超过了更广泛的市场增长。标准普尔500指数上涨1.8％，纳斯达克综合材料增加了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%.

投资者回应了特朗普政府计划减少中国商品关税的报道。据路透社报道，关税可能会从目前的145％下降到50％至65％之间。

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

贸易紧张局势的这种潜在缓解可能会使Supermicro受益，这依赖于其服务器组件的全球供应链。

Macroeconomic Factors Drive Market Confidence

宏观经济因素推动了市场信心

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.

特朗普总统的评论暗示，贸易政策的重大转变可能会缓解投资者的关注。潜在的降低关税代表了当前进口税的巨大变化。

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

特朗普在另一项平息行动中表示，他不打算试图将美联储董事长杰罗姆·鲍威尔（Jerome Powell）从自己的职位上撤离。

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

这些陈述尤其是技术股票的推动力，超级股票特别是根据其在国际市场上的暴露而获得的强劲增长。

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

更广泛的市场对这些事态发展做出了积极的反应，主要指数为本届会议发布了可靠的收益。

Fujitsu Partnership Expands AI Capabilities

Fujitsu Partnership扩展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.

该股上升的第二种催化剂来自Supermicro与Fujitsu的加深关系的消息。两家公司共同宣布了他们的合作扩展，重点是AI基础设施。

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.

这种合作伙伴关系的核心是Supermicro的新Primergy GX2570 M8S服务器的启动。该高级服务器将高性能GPU技术与液体冷却系统以及相关软件和支持服务相结合。

Future Growth Prospects

未来的增长前景

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.

富士通揭示了从7月开始开始使用新服务器系统的计划。该公司将将硬件与其Takane大语言模型配对。

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.

该集成旨在为企业客户提供生成的AI服务。该合作伙伴关系表明，Supermicro将继续看到对其专注于AI的服务器产品的强劲需求。

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.

市场分析师认为这一发展是支持公司股票的看涨前景。不断扩大的AI基础设施市场代表了SuperMicro的关键增长机会，Supermicro的专业服务器良好地定位以满足日益增长的需求。

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.

近年来，与AI应用程序相关的服务器销售已成为该公司的关键收入来源。新服务器中的液体冷却技术解决了渴望强力AI工作负载带来的热量管理挑战。

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

企业对生成AI的采用继续加速，为像SuperMicro这样的硬件提供商创造了持续的机会。

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

该股票在周三的业绩反映了投资者对该公司专注于AI应用程序高性能计算解决方案的策略的信心。