Super Micro Stock (SMCI): More Margin Worries on AI Servers and Chart Gap
Super Micro Stock (SMCI): More Margin Worries on AI Servers and Chart Gap
Man stares at chart, eyes gap...Super Micro stock is getting hammered on AI server Margin concerns after the same thing happened to Dell last earnings season
人工智能服務器壓力位後，超微股價受到拋售的打擊，同樣的事情也曾在戴爾上一次的盈利季節發生過。
This was a stock I casually considered buying on the correction but I quickly un-considered it due to two things: earnings were upcoming (yesterday) and despite its AI focus, it sure is no Nvidia. It makes AI servers for Nvidia and with its liquid cooling technology, supposedly has a leg up on the competition.
這隻股票是我曾經在調整期間考慮購買的，但我很快就取消了這個想法，原因有兩個：它的盈利報告即將出爐（昨天），儘管它是一個人工智能公司，但它確實不是英偉達。它爲英偉達製造人工智能服務器，並且憑藉其液體冷卻技術，據說在競爭中處於領先地位。
But the stock is getting hammered, post-earnings, as the bugaboo that hit fellow server maker DELL last earnings season hits Super Micro stock this earnings season. I had originally bought SMCI in late 2023 at the consolidation area that is now clear support. I sold it for around a 75% profit and was then served (no pun intended) a heaping helping of regret as it kept going ever higher... until it didn't.
但在盈利季節過後，這隻股票也受到了打擊，打擊的原因是擊中戴爾等其他服務器廠商上一次盈利季節的困擾。我最初是在2023年底買入超微股票的，購入價位正是目前的清晰支撐點，當它一路攀升時我賺得了大約75%的利潤，但當它跌回去時我感到後悔不已。
Looking ahead, one wonders if the gap that launched the whole hysteria will fill down there at said clear support. That prospect would be helped if the broad stock market does not recover in the near-term (as currently favored, although we'll let technical parameters decide), but I think with all the momos getting flushed here SMCI may not need the market to fail into a bear in order to fill that gap.
展望未來，人們可以想象，引發整個恐慌的差距是否會落在明確的支撐位。如果股市在短期內沒有復甦（儘管目前有望），這一前景將得到幫助，但我認爲隨着市場出現了這樣的情況，超微股票不需要市場陷入熊市才能填補這個差距。
Man stares at chart, eyes gap...
男人盯着圖表，注視着差距......
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This article is from an unpaid external contributor. It does not represent Benzinga's reporting and has not been edited for content or accuracy.
本文來自非報酬的外部投稿人。它不代表Benzinga的報道，並且沒有因爲內容或準確性而被編輯。
