超级微型计算机（SMCI）股票：AI服务器市场承诺，尽管性能波动

领先的人工智能（AI）服务器制造商Super Micro Computer Inc.（SMCI）尽管重新获得了库存性能，但仍在波动

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.

超级微型计算机（NASDAQ：SMCI）股票尽管公司终于解决了会计问题，以避免纳斯达克脱颖而出。尽管一些分析师仍然谨慎，但另一些分析师认为，在AI驱动的市场中，SMCI的显着增长潜力，为投资者提供了考虑的机会。

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

超级微型：重新获得纳斯达克合规性和华尔街的反应

超级微型：重新获得纳斯达克合规性和华尔街的反应

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%.

经过长期的战斗以保持在交易所的上市之后，超级微型终于重新获得了纳斯达克的合规性，这是该公司及其投资者的关键里程碑。新闻后，SMCI的股价最初提高了12％以上。

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

但是，该股票后来从该高峰下降了近24％，这表明尽管有积极的发展，但市场怀疑仍然存在。

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

随着股票面临重新评估，高盛将其目标目标提高到40美元，而巴克莱则以59美元的目标恢复覆盖范围。

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是最看涨的，将其目标提高40％至70美元，Rosenblatt Securities还以买入评级和60美元的12个月目标重新启动了Super Micro的覆盖范围。这些估值暗示了股票的潜在上涨空间。

AI Infrastructure: A Key Driver for Super Micro

AI基础架构：超级微型的关键驱动程序

AI基础架构：超级微型的关键驱动程序

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基础架构的主要参与者，尤其是其直接液体冷却（DLC）技术，可提高服务器效率和性能。

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.

这种技术优势与高级服务器系统，存储解决方案和专有软件的产品组合相结合，增强了其在AI和高性能计算（HPC）市场中的竞争地位。

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.

该公司的2025年收入预测范围在235亿至250亿美元之间，雄心勃勃的400亿美元目标是2026年。这些数字凸显了该公司强大的增长潜力，尤其是随着对AI驱动计算解决方案的需求不断增长。

Stock Valuation and Analysts' Sentiment

股票估值和分析师的情绪

股票估值和分析师的情绪

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，超级微型计算机库存的市盈率约为19.66，这表明该股票被认为是其增长潜力的相当价值甚至被低估的，尤其是在蓬勃发展的AI领域。

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

但是，分析师仍在股票上分配。有些人看到进一步收益的强大潜力，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位华尔街分析师中，有6位建议购买超级股票，10个建议持有，并建议出售该股票。平均12个月的价格目标为52.57美元，高估计值为93.00美元，低估估算值为32.50美元，这表明有显着利益和风险的潜力。

Short Interest Declines, Institutional Investors Show Confidence

兴趣较短，机构投资者表现出信心

兴趣较短，机构投资者表现出信心

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％，表明看跌的情绪正在消失，这可能为看涨的趋势铺平道路。

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，机构投资者正在表现出对超级微观的信心。 State Street最近将其Super Micro Holtings提高了4.3％，将总价值提高到8.903亿美元，而Janney Montgomery Scott和Teamwork Financial Advisors对该股票进行了数百万美元的投资。

Is Super Micro a Buy?

超级微型购买吗？

超级微型购买吗？

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.

超级微型计算机位于AI基础设施繁荣的位置，但它仍然面临挑战，包括市场波动，会计问题和混合分析师情绪。

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

在做出明智的决定之前，投资者应仔细考虑股票的强大增长潜力和最近的价格波动以及监管历史。

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.

由于目前的价格徘徊在40美元左右，平均价格目标为52.57美元，这表明上涨了28％，这使得SMCI成为那些试图利用AI驱动增长的人的有趣选择。

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，与往常一样，投资者应进行自己的尽职调查，并在做出任何投资决策之前考虑自己的投资目标，风险承受能力以及现行的市场状况。