Super Micro Computer Stock Volatile On 100K GPU Shipments: Can AI Hype Keep It Up?
Super Micro Computer Stock Volatile On 100K GPU Shipments: Can AI Hype Keep It Up?
Super Micro has been a major player in supplying AI infrastructure, and the latest GPU shipment announcement highlights its role in powering some of the biggest AI data centers. The company's new liquid cooling technology also caught Wall Street's attention, as it promises to reduce costs and optimize hardware for data centers that run constantly. Super Micro Computer Inc. (NASDAQ:SMCI) has been riding the AI wave for some time, and its latest announcement sent the stock soaring again.
超微電腦公司（納斯達克:SMCI）已經一段時間以來一直在搭乘人工智能的浪潮，最新公告再次推動股價飆升。
Shares jumped 15% after the company revealed it's shipping over 100,000 GPUs per quarter, a figure that could translate into billions of dollars in potential revenue, with GPUs being the core hardware behind AI development and deployment.
股價在公司披露每季度發貨超過10萬個gpu後上漲了15％，這一數字可能轉化爲數十億美元的潛在營業收入，由於gpu是人工智能開發和部署背後的核心硬件。
But while the stock got a short-term boost, questions about its sustainability loom large. It soon receded and was down by about 7% by 1:30 PM ET.
但是，雖然股票獲得了短期提振，但對其可持續性的質疑越來越大。到下午1:30時，股價迅速回落了約7％。
AI Infrastructure Powers Stock Surge
人工智能基礎設施推動股價飆升
Super Micro has been a major player in supplying AI infrastructure, and the latest GPU shipment announcement highlights its role in powering some of the biggest AI data centers. The company's new liquid cooling technology also caught Wall Street's attention, as it promises to reduce costs and optimize hardware for data centers that run constantly.
超微一直是供應人工智能基礎設施的重要角色，最新的gpu發貨公告凸顯了其在爲一些最大的人工智能數據中心提供動力的作用。公司的新型液冷技術也吸引了華爾街的注意，因爲它承諾降低成本並優化爲不斷運行的數據中心運行的硬件。
But there's a wrinkle: Super Micro has been dealing with investigations, including a Department of Justice probe following short-seller allegations of accounting issues.
但問題也隨之而來：超微一直在處理調查，包括一項由賣空者指控會計問題的司法部調查。
Read Also: Super Micro Down 60% Since Joining S&P 500, Barclays Drops Bull Stance On 'Customer Erosion And Weak AI Server Margins'
閱讀更多：自加入標普500指數以來，超微股價下跌60％，巴克萊銀行調低了對其「客戶流失和人工智能服務器利潤率弱化」的看好態度
Headwinds Persist Despite Rally
儘管出現了反彈，但阻力仍然存在
Even with this impressive GPU announcement, Super Micro is battling broader headwinds.
儘管有着這一令人印象深刻的gpu芯片-雲計算發佈，超微電腦仍在應對更廣泛的逆風。
Despite the recent rally, the stock remains down over 50% since peaking in March, and technical indicators suggest the path ahead could be rocky.
儘管最近股價出現反彈，自三月份達到高點以來股價下跌超過50%，技術因子表明未來可能充滿挑戰。
Chart created using Benzinga Pro
使用Benzinga Pro創建的圖表
Currently trading at $44.44, the stock is below both its 50-day and 200-day simple moving averages ($50.23 and $70.92, respectively), which are typically bearish signals.
目前股價爲44.44美元，低於其50日和200日簡單移動平均線（分別爲50.23美元和70.92美元），這通常是消極信號。
Read Also: What's Going On With Super Micro Computer Stock?
超微電腦的股票發生了什麼事？
Bullish Signs, But Uncertainties Remain
積極因素存在，但仍存在不確定性。
Still, the stock price sits above its eight-day and 20-day SMAs, signaling near-term bullish potential.
然而，股價仍高於其8日和20日簡單移動平均線，表明短期內存在看好潛力。
Chart created using Benzinga Pro
使用Benzinga Pro創建的圖表
The MACD, however, remains negative, and while the RSI at 47.36 isn't in overbought territory, it suggests that investor enthusiasm could face hurdles.
MACD仍然爲負數，而RSI爲47.36，儘管不處於超買區域，但表明投資者的熱情可能會面臨障礙。
The AI demand boom has propelled Super Micro, but with ongoing legal and financial uncertainties, the real question is whether this surge can last.
人工智能需求激增推動了超微電腦的增長，但隨着持續的法律和財政不確定性，真正的問題是這種激增能否持續。
For now, it seems like investors are still very much along for the ride.
目前看來，投資者仍然對這段旅程充滿期待。
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Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。
