Super Micro Computer Teeters On Edge Of Nasdaq 100: Can XAI, Nvidia Help Stabilize Trajectory?
Super Micro Computer Teeters On Edge Of Nasdaq 100: Can XAI, Nvidia Help Stabilize Trajectory?
Ernst & Young flagged governance issues, sparking investor concerns, though a special committee later concluded these claims lacked sufficient evidence.Super Micro Computer Inc. (NASDAQ:SMCI) is walking a tightrope this week, with its spot on the Nasdaq 100 Index hanging in the balance.
超微電腦公司（納斯達克：SMCI）本週正走在一條繩索上，其在納斯達克100指數上的位置岌岌可危。
As the index reshuffles its lineup every December, the San Jose, California-based firm finds itself on the potential chopping block, alongside other underperforming stocks like Moderna Inc (NASDAQ:MRNA) and Biogen Inc (NASDAQ:BIIB).
由於該指數每年12月重新調整陣容，總部位於加利福尼亞州聖荷西的公司發現自己可能會被剔除，類似於其他表現不佳的股票，如Moderna Inc（納斯達克：MRNA）和Biogen Inc（納斯達克：BIIB）。
Super Micro Computer benefitted from the surging demand for artificial intelligence infrastructure. At one point, it boasted a market cap of $67 billion. But a recent auditing scandal caused its market cap to plummet; it's currently hovering at just below $20.4 billion.
超微電腦受益於對人工智能基礎設施的激增需求。曾幾何時，它的市值達到了670億美元。但最近的審計醜聞導致其市值暴跌；目前市值徘徊在204億美元以下。
Ernst & Young flagged governance issues, sparking investor concerns, though a special committee later concluded these claims lacked sufficient evidence.
安永會計師事務所指出了治理問題，引發了投資者的擔憂，儘管一個特別委員會後來得出的結論是這些指控缺乏足夠的證據。
Super Micro Computer CEO Charles Liang expressed confidence at the Reuters NEXT conference, assuring investors that the company will meet its financial filing deadlines and remain on track for a February resolution.
超微電腦CEO Charles Liang在路透社NEXt會議上表達了信心，向投資者保證公司將按時提交財務報告，並保持在2月份得出解決方案的進度。
Liang emphasized Super Micro's robust relationships with major clients like xAI and Nvidia Corp (NASDAQ:NVDA), which could help stabilize its trajectory.
Liang強調超微與主要客戶如xAI和英偉達（納斯達克：NVDA）之間的穩固關係，這可能有助於穩定其發展軌跡。
Read Also: SMCI Stock Drops In Pre-Market Despite Super Micro CEO's Assurance Against Delisting: What's Going On?
另見：儘管超微CEO保證不被除名，SMCI股票在盤前交易中下跌：發生了什麼？
Super Micro Computer Stock Chart Raises Questions
超微電腦股票圖表引發疑問
The technical charts, however, tell a mixed story.
然而，技術圖表呈現出混合的故事。
Chart created using Benzinga Pro
圖表使用Benzinga Pro創建
Super Micro Computer stock, at $37.95, is trading below its eight-day simple moving average (SMA) of $41.47, signaling short-term selling pressure. Yet, its 20-day SMA of $33.38 and 50-day SMA of $37.10 suggest medium-term strength, offering a glimmer of hope.
超微電腦的股票目前售價37.95美元，低於其8日簡單移動平均線(SMA)的41.47美元，顯示出短期的賣壓。然而，其20日SMA爲33.38美元和50日SMA爲37.10美元則暗示出中期的強勁，帶來了一絲希望。
Still, the long-term picture looks bleak with a 200-day SMA at $67.21—a stark reminder of the stock's fall from grace.
然而，從長期來看，情景依然嚴峻，200日SMA在67.21美元，清晰地提醒着該股票的墮落。
JPMorgan's Take
摩根大通的觀點
Despite market skepticism, JPMorgan sees stability in Super Micro's order book and customer base. The firm highlighted "robust" orders and no signs of significant customer churn.
儘管市場對此持懷疑態度，摩根大通仍然看好超微的訂單和客戶基礎。該公司強調「強勁」的訂單，且沒有顯著的客戶流失跡象。
With Nvidia's Blackwell product line gearing up for a major ramp in late fiscal 2025, the company's role in AI infrastructure could prove pivotal.
隨着英偉達的Blackwell產品線將在2025財年末迎來重大增長，該公司在人工智能基礎設施中的角色可能至關重要。
The Verdict
裁決
While Super Micro clings to the hope of staying on the Nasdaq 100, Friday's decision will likely hinge on its market value relative to stronger contenders like Palantir Technologies Inc (NASDAQ:PLTR) and MicroStrategy Inc (NASDAQ:MSTR). The clock is ticking for SMCI to prove it still belongs among tech's elite.
儘管超微電腦仍抱有留在納斯達克100的希望，但週五的決定可能將取決於其市值相對於強勁競爭者如Palantir Technologies Inc (納斯達克:PLTR)和MicroStrategy Inc (納斯達克:MSTR)的表現。SMCI必須迅速證明自己仍然在科技精英之中。
Stay tuned — Friday the 13th could mark a turning point for this embattled AI infrastructure pioneer.
敬請關注——13號星期五可能標誌着這家處於困境中的人工智能基礎設施先鋒的轉折點。
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Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。
