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.
該公司專注於數據中心裝配和人工智能基礎設施，已經陷入人工智能炒作和市場不確定性的夾縫中。
AI Boom Benefits, But Risks Loom
人工智能繁榮帶來好處，但風險也隱伏
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繁榮中扮演着重要角色。該公司與像英偉達公司（NASDAQ:NVDA）這樣的巨頭合作，組裝推動人工智能進展的硬件。由於亞馬遜公司（NASDAQ:AMZN）和特斯拉公司（NASDAQ: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，問題仍然存在：這種增長有多可持續？超微電腦充當了中間商，其創新能力有限。隨着人工智能的成熟，客戶可能將數據中心設計內部化，可能擠壓超微電腦的市場份額。像戴爾科技公司（NYSE:DELL）等參與者的高度競爭的行業加大了壓力。
SMCI Stock Chart Is Bearish, But Could A Rebound Be Coming?
SMCI股票圖表看淡，但是否會出現反彈？
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，超微電腦股票仍然處於下跌趨勢，目前交易價格爲442.13美元，遠低於其50日簡單移動平均線（SMA）的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.
股票的表現也不如其200天的簡單移動平均線$695.04。
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 (移動平均線收斂/背離) 指數爲負62.52，表示看淡態勢，而RSI (相對強弱指數) 爲36.06，表明該股票正接近超賣條件（低於30）。 Bollinger Bands 也顯示出增加的波動性，股票交易在較低的看淡區間。
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，但圍繞其八天的簡單移動平均線$422.05出現了一些購買興趣，這表明可能會有近期的反彈。
Super Micro Computer's exposure to AI infrastructure could offer short-term gains, but long-term risks remain.
超微電腦在人工智能基礎設施領域的參與可能會帶來短期收益，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.
投資者在採取看好超微股票的立場之前，應該密切關注客戶保留和人工智能支出趨勢。目前，謹慎行事。
譯文內容由第三人軟體翻譯。
