Super Micro Computer Stock Is Surging Wednesday: What's Going On?
Super Micro Computer Stock Is Surging Wednesday: What's Going On?
Super Micro Computer Inc (NASDAQ:SMCI) shares are trading higher Wednesday in sympathy with Advanced Micro Devices, Inc. (NASDAQ:AMD), which popped after reporting strong financial results for the second quarter.
超微電腦公司股票（NASDAQ: SMCI）週三與美國超微公司（NASDAQ: AMD）同步上漲，AMD因報告第二季度強勁財務業績而飆漲。
What Happened With AMD: AMD reported second-quarter revenue of $5.835 billion, beating analyst estimates of $5.724 billion. The chipmaker reported adjusted earnings of 69 cents per share, beating analyst estimates of 68 cents per share.
超微公司的情況：超微公司報告了583.5億美元的二季度營業收入，超過了分析師預計的572.4億美元。這家芯片製造商報告了每股調整後的收益爲69美分，超出分析師預計的68美分。
"We delivered strong revenue and earnings growth in the second quarter driven by record Data Center segment revenue. Our AI business continued accelerating and we are well positioned to deliver strong revenue growth in the second half of the year led by demand for Instinct, EPYC and Ryzen processors," said Lisa Su, chair and CEO of AMD.
超微公司的董事長兼首席執行官蘇姿豐表示：“我們在第二季度實現了強勁的營收和盈利增長，這主要得益於數據中心業務收入的創紀錄增長。我們的人工智能業務仍在加速發展，而我們的Instinct、EPYC、Ryzen處理器的需求也將使我們在下半年實現強勁的營收增長。”
"The rapid advances in generative AI are driving demand for more compute in every market, creating significant growth opportunities as we deliver leadership AI solutions across our business."
蘇姿豐還表示：“生成式人工智能的快速發展正在推動各個市場對計算能力的需求增長，爲我們提供了巨大的增長機遇，因爲我們在各個業務領域都提供領先的人工智能解決方案。”
AMD said it expects third-quarter revenue to be between $6.4 billion and $7 billion versus estimates of $6.61 billion. The company anticipates third-quarter gross margin of approximately 53.5%. AMD also said on its conference call that it expects GPU revenue to exceed $4.5 billion this year, up from its prior forecast of approximately $4 billion.
超微公司表示，預計第三季度營業收入將在64億美元至70億美元之間，而分析師預計爲66.1億美元。該公司預計第三季度毛利率約爲53.5%。超微公司還在電話會議上表示，預計GPU芯片-雲計算業務收入將超過4500萬美元，高於其先前的大約4000萬美元的預測。
AMD shares were up approximately 8% at the time of writing.
撰文時AMD的股票上漲了約8％。
Why It Matters: Several semiconductor names are moving higher alongside AMD as investors become more optimistic about chip earnings.
隨着投資者對芯片收益日益樂觀，一些半導體公司的股票也隨之上漲。
Super Micro is scheduled to report financial results for its fiscal fourth quarter after the market close on Aug. 6. The company is expected to report earnings of $8.10 per share and quarterly revenue of $5.294 billion, according to estimates from Benzinga Pro.
超微計劃在8月6日市場收盤後發佈其業績第四季度的財務業績。根據Benzinga Pro的估計，該公司預計將公佈每股盈利8.10美元和季度營收529.4百萬美元的業績。
Super Micro has beat revenue estimates in three of the past four quarters. The company has also delivered an upside earnings surprise in four consecutive quarters heading into next week's print.
在過去的四個季度中，超微公司的營收預期中有三個超過了預期。公司還連續四個季度實現了盈利預期的驚喜。
What Else: Some chip stocks may also be getting a lift after Reuters reported that the Biden administration plans to propose a new rule next month that would expand the United States' ability to stop foreign exports of semiconductor manufacturing equipment to Chinese chipmakers.
路透社報道稱，一些芯片股可能也因拜登政府計劃在下個月提出一項新規定而獲得提振，該新規定將擴大美國阻止半導體制造設備流向中國芯片製造商的能力。
The report indicates that shipments from allies that export key chipmaking equipment, including Japan, the Netherlands and South Korea, will be excluded from the new rule, limiting its impact, according to sources familiar with the matter.
該報告指出，包括日本，荷蘭和韓國在內的出口重要芯片製造設備的盟友將不受新規定的限制，這將限制其影響，消息人士如是說。
SMCI Price Action: Super Micro shares were up 5.57% at $703.45 at the time of publication, according to Benzinga Pro.
據Benzinga Pro的報道，超微股價在發佈時上漲了5.57％，爲703.45美元。
- AMD Partners With Microsoft, Meta, And Google On New AI Accelerator Link Standard To Challenge Nvidia's Dominance
- AMD聯合微軟、Meta和谷歌開發新的AI加速器鏈接標準，挑戰英偉達的主導地位。
Photo: Shutterstock.
照片：shutterstock。
譯文內容由第三人軟體翻譯。