Super Micro Computer Battles AI Volatility: Is A Rebound Coming?
Super Micro Computer Battles AI Volatility: Is A Rebound Coming?
However, the question remains: How sustainable is this growth? Super Micro acts as a middleman, and its ability to innovate is limited. As AI matures, customers may take data center designs in-house, potentially squeezing Super Micro's market share. The hypercompetitive industry, with players like Super Micro Computer Inc (NASDAQ:SMCI) has seen its stock soar over 1,000% in the past three years, only to drop 65% from all-time highs, reflecting the volatile nature of its AI-driven business.
在过去三年中，超微计算机公司（纳斯达克股票代码：SMCI）的股票飙升了超过1000％，但从历史最高点下跌了65％，这反映了其以人工智能驱动的业务的波动性。
Specializing in data center assembly and AI infrastructure, the company has been caught in the crosswinds of AI hype and market uncertainty.
作为idc概念装配和人工智能基础设施的专业公司，该公司在人工智能狂热和市场不确定性之间陷入了困境。
AI Boom Benefits, But Risks Loom
人工智能热潮带来了好处，但风险也存在。
Super Micro's role as an assembler of high-performance computing clusters has made it a key player in the AI infrastructure boom. The company partners with heavyweights like Nvidia Corp (NASDAQ:NVDA), assembling the hardware that powers AI advancements. Revenue surged to $15 billion in fiscal 2023, thanks to AI spending by tech giants like Amazon.com Inc (NASDAQ:AMZN) and Tesla Inc (NASDAQ:TSLA).
作为高性能计算集群装配商，超微电脑在人工智能基础设施热潮中扮演着重要角色。该公司与Nvidia Corp (纳斯达克股票代码：NVDA)等大型公司合作，组装驱动人工智能进展的硬件。由于亚马逊（纳斯达克股票代码：AMZN）和特斯拉（纳斯达克股票代码：TSLA）等科技巨头的人工智能支出，营业收入在2023财年激增至150亿美元。
However, the question remains: How sustainable is this growth? Super Micro acts as a middleman, and its ability to innovate is limited. As AI matures, customers may take data center designs in-house, potentially squeezing Super Micro's market share. The hypercompetitive industry, with players like Dell Technologies Inc (NYSE:DELL), adds to the pressure.
然而，问题在于这种增长的可持续性如何？超微电脑充当中间人，其创新能力有限。随着人工智能的成熟，客户可能会将数据中心设计内部化，可能挤压超微电脑的市场份额。Dell Technologies Inc（纽交所股票代码：DELL）等竞争对手的存在增加了压力。
Read Also: What's Going On With Dell Technologies Shares Today?
阅读更多：戴尔科技股票今天是怎么回事？
SMCI Stock Chart Is Bearish, But Could A Rebound Be Coming?
SMCI股票图表显示看淡，但会有反弹吗？
Technically, Super Micro stock remains in a bearish trend, trading at $442.13, well below its 50-day simple moving average (SMA) of $639.99.
从技术上讲，超微电脑股票仍处于看淡趋势，目前交易价为442.13美元，远低于其50日简单移动平均线（SMA）639.99美元。
Chart created using Benzinga Pro
使用Benzinga Pro创建的图表
The stock is also underperforming compared to its 200-day SMA of $695.04.
该股票与其695.04美元的200日简单移动平均线相比，表现不佳。
Chart created using Benzinga Pro
使用Benzinga Pro创建的图表
The MACD (Moving Average Convergence/Divergence) stands at a negative 62.52, indicating bearish momentum, while an RSI (Relative Strength Index) of 36.06 suggests the stock is flirting with oversold conditions (below 30). Bollinger Bands also show increased volatility, with the stock trading in the lower bearish band.
MACD（移动平均线背离）指标为负62.52，表明看跌动能，而36.06的RSI（相对强弱指标）表明该股票处于超卖状态（低于30）。Bollinger Bands指标也显示出增加的波动性，股票正在下方的看跌区间进行交易。
Despite these negative indicators, some buying interest around its eight-day SMA of $422.05 signals a possible near-term bounce.
尽管存在这些负面因素，但围绕其422.05美元的八日简单移动平均线的一些购买兴趣表明可能出现近期反弹。
Super Micro Computer's exposure to AI infrastructure could offer short-term gains, but long-term risks remain.
超微电脑对人工智能基础设施的接触可能带来短期收益，但长期风险仍然存在。
Investors should keep an eye on customer retention and AI spending trends before taking a bullish stance on Super Micro stock. For now, proceed with caution.
投资者在看多超微股票前，应关注客户保留和人工智能支出的趋势。目前，谨慎行事。
- Super Micro Down 60% Since Joining S&P 500, Barclays Drops Bull Stance On 'Customer Erosion And Weak AI Server Margins'
- 自加入标普500指数以来，超微股价下跌了60%，巴克莱银行在“客户流失和人工智能服务器利润下滑”问题上放弃了多头立场。
Image: Shutterstock
图片：shutterstock
