IEOBSERVE Telegram 2103
AI硬體第一妖股 Supermicro 美超微宣布10比1拆股,Q2營收年增143%至53億,符合預期,但毛利率快速從上季的15.6%下滑至11.3%遠低於預期的14.1%,EPS 6.25 遠低於預期的 $8.25。梁見後說 $SMCI 繼續經歷創紀錄需求,有能力成為最大的IT基建公司

Super Micro 公司財測 Q3營收預估60-70億,年增加速至206%,遠高於預期的54億。EPS預估在$6.69-8.27,低於預期的$7.68。全年營收財測在260-300億,換算年增約88%,遠高於預期的236億。

公司說與大型CSP的業務以及更多新型液冷伺服器的業務,對利潤率產生了負面影響,這需要對供應鏈進行投資。大客戶通常能夠獲得優惠的價格來換取大訂單。

預計隨著美超微在台灣和馬來西亞建立新產品供應鍊和製造能力,以達到14% 至17% 的傳統毛利率目標範圍。



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AI硬體第一妖股 Supermicro 美超微宣布10比1拆股,Q2營收年增143%至53億,符合預期,但毛利率快速從上季的15.6%下滑至11.3%遠低於預期的14.1%,EPS 6.25 遠低於預期的 $8.25。梁見後說 $SMCI 繼續經歷創紀錄需求,有能力成為最大的IT基建公司

Super Micro 公司財測 Q3營收預估60-70億,年增加速至206%,遠高於預期的54億。EPS預估在$6.69-8.27,低於預期的$7.68。全年營收財測在260-300億,換算年增約88%,遠高於預期的236億。

公司說與大型CSP的業務以及更多新型液冷伺服器的業務,對利潤率產生了負面影響,這需要對供應鏈進行投資。大客戶通常能夠獲得優惠的價格來換取大訂單。

預計隨著美超微在台灣和馬來西亞建立新產品供應鍊和製造能力,以達到14% 至17% 的傳統毛利率目標範圍。

BY IEObserve 國際經濟觀察




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