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.
在過去三年中，超微計算機公司（納斯達克股票代碼：SMCI）的股票飆升了超過1000％，但從歷史最高點下跌了65％，這反映了其以人工智能驅動的業務的波動性。
Specializing in data center assembly and AI infrastructure, the company has been caught in the crosswinds of AI hype and market uncertainty.
作爲idc概念裝配和人工智能基礎設施的專業公司，該公司在人工智能狂熱和市場不確定性之間陷入了困境。
AI Boom Benefits, But Risks Loom
人工智能熱潮帶來了好處，但風險也存在。
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).
作爲高性能計算集群裝配商，超微電腦在人工智能基礎設施熱潮中扮演着重要角色。該公司與Nvidia Corp (納斯達克股票代碼：NVDA)等大型公司合作，組裝驅動人工智能進展的硬件。由於亞馬遜（納斯達克股票代碼：AMZN）和特斯拉（納斯達克股票代碼：TSLA）等科技巨頭的人工智能支出，營業收入在2023財年激增至150億美元。
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，問題在於這種增長的可持續性如何？超微電腦充當中間人，其創新能力有限。隨着人工智能的成熟，客戶可能會將數據中心設計內部化，可能擠壓超微電腦的市場份額。Dell Technologies Inc（紐交所股票代碼：DELL）等競爭對手的存在增加了壓力。
Read Also: What's Going On With Dell Technologies Shares Today?
閱讀更多：戴爾科技股票今天是怎麼回事？
SMCI Stock Chart Is Bearish, But Could A Rebound Be Coming?
SMCI股票圖表顯示看淡，但會有反彈嗎？
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.
從技術上講，超微電腦股票仍處於看淡趨勢，目前交易價爲442.13美元，遠低於其50日簡單移動平均線（SMA）639.99美元。
Chart created using Benzinga Pro
使用Benzinga Pro創建的圖表
The stock is also underperforming compared to its 200-day SMA of $695.04.
該股票與其695.04美元的200日簡單移動平均線相比，表現不佳。
Chart created using Benzinga Pro
使用Benzinga Pro創建的圖表
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（移動平均線背離）指標爲負62.52，表明看跌動能，而36.06的RSI（相對強弱指標）表明該股票處於超賣狀態（低於30）。Bollinger Bands指標也顯示出增加的波動性，股票正在下方的看跌區間進行交易。
Despite these negative indicators, some buying interest around its eight-day SMA of $422.05 signals a possible near-term bounce.
儘管存在這些負面因素，但圍繞其422.05美元的八日簡單移動平均線的一些購買興趣表明可能出現近期反彈。
Super Micro Computer's exposure to AI infrastructure could offer short-term gains, but long-term risks remain.
超微電腦對人工智能基礎設施的接觸可能帶來短期收益，但長期風險仍然存在。
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.
投資者在看多超微股票前，應關注客戶保留和人工智能支出的趨勢。目前，謹慎行事。
- Super Micro Down 60% Since Joining S&P 500, Barclays Drops Bull Stance On 'Customer Erosion And Weak AI Server Margins'
- 自加入標普500指數以來，超微股價下跌了60%，巴克萊銀行在「客戶流失和人工智能服務器利潤下滑」問題上放棄了多頭立場。
Image: Shutterstock
圖片：shutterstock
