小金牛
参与了投票
$超微电脑 (SMCI.US)$ 马上迎来业绩会直播了!根据SMCI最近行情,我做了3种情况的预测:
最好情况预测
概率:30%
在最好情况下,SMCI可以通过以下行动成功扭转局面:
1. 迅速找到并配合新的审计机构,并通过财务透明度的提升来重建市场信心。
2. 加强治理结构,确保管理层和董事会的独立性和合规性,改善内部控制。
3. 在AI服务器和液冷技术领域保持技术创新,抓住当前的市场需求,继续扩大市场份额。
由于这些措施依赖于公司内部的努力、外部审计机构的配合以及市场需求的稳定性,发生概率为30%左右。这一概率考虑到公司当前负面消息带来的影响较大,但其在AI和高性能服务器领域的技术优势仍可能给公司带来翻盘机会。
最坏情况预测
概率:50%
在最坏情况下,SMCI面临的风险如下:
1. 无法有效整改财务和治理问题,导致审计问题进一步发酵,可能引发监管机构的深入调查和更严重的财务审查。
2. 客户和投资者信心丧失,可能导致客户转投竞争对手,公司收入和市场份额下降。
3. 股价持续低迷或进一步下跌,导致融资困难,影响未来的业务扩展和技术...
最好情况预测
概率:30%
在最好情况下,SMCI可以通过以下行动成功扭转局面:
1. 迅速找到并配合新的审计机构,并通过财务透明度的提升来重建市场信心。
2. 加强治理结构,确保管理层和董事会的独立性和合规性,改善内部控制。
3. 在AI服务器和液冷技术领域保持技术创新,抓住当前的市场需求,继续扩大市场份额。
由于这些措施依赖于公司内部的努力、外部审计机构的配合以及市场需求的稳定性,发生概率为30%左右。这一概率考虑到公司当前负面消息带来的影响较大,但其在AI和高性能服务器领域的技术优势仍可能给公司带来翻盘机会。
最坏情况预测
概率:50%
在最坏情况下,SMCI面临的风险如下:
1. 无法有效整改财务和治理问题,导致审计问题进一步发酵,可能引发监管机构的深入调查和更严重的财务审查。
2. 客户和投资者信心丧失,可能导致客户转投竞争对手,公司收入和市场份额下降。
3. 股价持续低迷或进一步下跌,导致融资困难,影响未来的业务扩展和技术...
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1
小金牛
评论了
这是一条虚假的激励性资讯,旨在陷阱零售买家推高SMCI价格,以便机构将其抛售。无论谁还在购买,是时候尽快清仓了。
已翻译
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$超微电脑 (SMCI.US)$ 今天再次下跌
已翻译
小金牛
评论了
$超微电脑 (SMCI.US)$ stupidity is when we have charles liang as ceo fucking joker
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小金牛
评论了
$超微电脑 (SMCI.US)$ figure about a 50% retracement from the lows to the highs would be a entry point. so take the lows of of August and the highest recent ones from last week Add tgem up divide by two ..we could be 500 bucks we could be 480 490 it's not an exact science but that'll put you pretty close. and obviously Wednesday afternoon will be a huge gap one way or the other it will be a retest of the Lows or it will put it right back to the recent highs it will be very binary based...
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$超微电脑 (SMCI.US)$ 615..有人卖3000个是吗?
已翻译
小金牛
评论了
$超微电脑 (SMCI.US)$
if you believe the value of the counter u invested, stay and be confident even though the stock is going down. keep ur stop lost instead if keep complaining.
it's always your decision to keep or sell.
I just don't understand why people keep complaining the stock that they hold.. and the negativity and complaint can helps the stock to move higher or not?
as an investor, we are responsible with the decision we made. whether it's losing or winni...
if you believe the value of the counter u invested, stay and be confident even though the stock is going down. keep ur stop lost instead if keep complaining.
it's always your decision to keep or sell.
I just don't understand why people keep complaining the stock that they hold.. and the negativity and complaint can helps the stock to move higher or not?
as an investor, we are responsible with the decision we made. whether it's losing or winni...
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