在强劲的销售报告后,超微股价处于十字路口

尽管有一些强劲的销售数据,超级微计算机公司(NYSE:SMCI)的股价周二还是下跌了5%。

SMCI - Daily Chart

SMCI -日线图

SMCI股价一度反弹至50美元左右,但此后回落至45.35美元。这是一个重要的水平,因为如果不能回到47.99美元以上,将是看跌的。

该公司表示,现在每个季度的gpu出货量超过10万个,自2024年6月以来,已经交付了2000多个液冷机架。该消息最初提振了该公司的股价。该公司的先进冷却技术可以为人工智能和高性能工作负载管理12kW功率的服务器,单个AI机架现在可以产生超过100kW的热量。

液体冷却使该公司成为人工智能硬件的重要供应商,尤其是在英伟达等公司供不应求的情况下。

SMCI最近完成了10比1的拆股,当股价上涨、对散户投资者失去吸引力时,公司通常会这样做。拆分后,该公司的股价在每股416美元附近,现在为每股40美元。

然而,在美国司法部展开调查后,该公司仍笼罩在一片乌云之上。此前,卖空公司兴登堡研究公司发布了一份报告,指责该公司存在账户舞弊行为,并强调了对受制裁国家俄罗斯的销售增长。

尽管该公司发布了有关6月份芯片销售的报告,但他们将不得不向投资者提供一份可靠的收益报告。在受到卖空者指控后,他们最近推迟了几天提交报告。该股的疲软突显出投资者的持续担忧。

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