What's Going On With Super Micro Computer Stock On Thursday?
What's Going On With Super Micro Computer Stock On Thursday?
Artificial intelligence server company Super Micro Computer, Inc (NASDAQ:SMCI) stock is trading lower Thursday in sympathy with the broader semiconductor selloff led by its clients, including Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices, Inc (NASDAQ:AMD).
人工智能服务器公司超微电脑公司（纳斯达克股票代码：SMCI）的股票周四以更低的价格交易，这和其客户包括英伟达公司（纳斯达克股票代码：NVDA）和美国超微公司（纳斯达克股票代码：AMD）领导的卖盘对其产生了压力。
Despite the selloff, analysts continue to hail Nvidia as the critical AI play, implying the continued potential for the AI frenzy. The selloff has rendered the valuation of the semiconductor companies as more attractive entry points.
尽管出现卖盘，分析师们仍然称赞英伟达公司是关键的人工智能投资，暗示了继续追求人工智能热潮的潜力。卖盘使得半导体公司的估值更具吸引力。
Super Micro Computer stock has increased 136% in the last 12 months and is currently trading at a price-to-earnings multiple of 13.73x. Nvidia, up 176%, is currently trading at a 33.16 PE multiple.
超微电脑股票在过去的12个月中上涨了136%，目前的市盈率为13.73倍。英伟达股票上涨了176%，目前的市盈率为33.16倍。
Recently, Taiwanese rail kit supplier Nan Juen International Co, a Super Micro Computer partner, inked a deal with Nvidia to ramp up rail kit production for GB200 AI servers.
最近，与Super Micro Computer合作的台湾铁轨套件供应商南娟国际公司与英伟达签署了一项协议，加大了GB200人工智能服务器的铁轨套件生产。
The market value of AI servers has the potential to surpass $187 billion in 2024, implying a growth rate of 69% driven by the demand for advanced AI servers from major CSPs and brand clients, as per TrendForce.
根据TrendForce的数据，到2024年，人工智能服务器的市场价值有望达到1870亿美元，增长率为69%，这是由从云计算公司和知名客户的需求推动的。
The market potential for AI servers backed by demand from Big Tech giants, including Nvidia, AMD, Amazon.Com Inc (NASDAQ:AMZN), Amazon Web Services, and Meta Platforms Inc (NASDAQ:META) explains Super Micro Computer's stock price trajectory.
从亚马逊、亚马逊网络服务以及meta platforms等大型科技巨头的需求支持下，人工智能服务器的市场潜力得到了发展。以上这些公司解释了超微电脑股票价格的趋势。
Super Micro Computer reported a topline growth of 144% in the fourth quarter. Analysts expected the AI server company's margin weakness to recover by fiscal 2025, easing the competitive pricing environment.
超微电脑公司报告了第四季度销售收入增长144%。分析师们预计，到2025财年，人工智能服务器公司的毛利率弱点将得到恢复，使竞争定价环境缓解。
Investors can gain exposure to Super Micro Computer through Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), and SPDR S&P 500 (NYSE:SPY).
投资者可以通过Invesco QQQ Trust，Series 1 (纳斯达克:QQQ)和SPDR标普500 (纽交所:SPY)获得对超微电脑的暴露。
Price Action: SMCI shares traded lower by 2.77% at $606.50 at the last check on Thursday.
股价走势：周四最后一次查询时，SMCI股价下跌2.77%，报606.50美元。
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