[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio0d9da0d6":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio0d9da0d6","SMCI 美股大涨原因：提交“拖欠已久”的经审计年度业绩报告 2025\u002F02\u002F26","\u002Fdoc\u002Fsmci-美股大涨原因提交拖欠已久的经审计年度业绩报告-20250226_2074248227","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股超微电脑(SMCI)今天大涨，原因是公司提交SEC监管文件的行为为涉身其中的大量短线高频交易群体带来狂热的看涨情绪。\u003C\u002Fp>\n\u003Cp>超微电脑在当地时间2025年2月25日之前提交了符合纳斯达克规定的财务报告，解决了此前因延迟提交财报而引发的担忧。这一举措增强了投资者们对公司治理和透明度的信任，有望推动该公司股价步入大幅轨迹。\u003C\u002Fp>\n\u003Cp>据了解，周二美股盘后(截止日当天)，超微电脑提交了2024财年及2025财年前两季的“拖欠已久”经审计年度业绩报告。要知道，若错过截止日期，可能面临在纳斯达克市场退市的重大风险。那些押注超微电脑能够压哨提交经审计业绩报告的看涨势力无疑将在极短期内获得巨额投资回报，他们早已通过看涨期权来押注超微电脑最终能够提交符合纳斯达克标准的业绩报告。\u003C\u002Fp>\n\u003Cp>这份文件引发大规模买盘。该股盘前涨幅超20%，最大涨势更是高达27%，盘前的股票交易价一度强势突破期权买家们的关键水平位——大约56美元。截至发稿，超微电脑股价在美股盘前上涨21.15%至55.170美元。\u003C\u002Fp>\n\u003Cp>根据SMCI期权数据：\u003C\u002Fp>\n\u003Cp>2月28日正式到期、行权价定为50美元的看涨期权未平仓合约量为16,332份(每份合约对应1,000股)\u003C\u002Fp>\n\u003Cp>行权价55美元的看涨期权未平仓量为14,716份\u003C\u002Fp>\n\u003Cp>值得注意的是，若本周超微电脑股价突破60美元，另有31,237份合约将进入价内状态——这是2月28日到期期权中最大规模的未平仓头寸。所有这些基于看涨曲线的合约看起来都是很好的投资收益选择。\u003C\u002Fp>\n\u003Cp>反观看跌期权端：\u003C\u002Fp>\n\u003Cp>在期权交易押注的另一面，那些押注超微电脑无法交上业绩报告的看跌势力可能将付出代价，行权价50美元、2月28日到期的看跌期权9,966份合约转为价外\u003C\u002Fp>\n\u003Cp>行权价仅仅为45美元、未平仓量14,390份的看跌合约在周二美股的常规交易时段暴跌后看似有望实现一部分获利，现已进一步跌出价外区间。\u003C\u002Fp>\n\u003Cp>从基本面角度来看，超微电脑的股价反弹之势也许远未停止\u003C\u002Fp>\n\u003Cp>在那些坚持基本面主义的投资者们看来，超微电脑股价的大幅反弹势头远未完结。在以“低成本”和“高性能”为核心标签的DeepSeek-R1大模型横空出世之后，AI大模型正式步入低推理成本部署通道，AI应用软件有望加速渗透至各行各业，推理端AI算力需求有望呈现指数级扩张，因此超微电脑股价在全球企业布局AI的史无前例热潮之下可能步入长期牛市轨迹。\u003C\u002Fp>\n\u003Cp>超微电脑此前公布了截至2024年12月底的2025财年第二财季的初步财务信息，业绩结果好坏参半。但是市场聚焦的业绩展望方面，超微电脑预计2026财年营收将达到400亿美元，远高于市场预期的290亿美元，并预计未来几年的年增长率将超过60%。\u003C\u002Fp>\n\u003Cp>华尔街金融巨头摩根士丹利在最新研报中，重申对于AI芯片两大核心技术路线——AI GPU与AI ASIC核心股票标的的强烈看涨预期，并且强调亚马逊、谷歌与微软等大型科技公司坚持AI资本支出大幅扩张也是基于未来应用端AI算力需求激增，尤其是云端AI推理算力需求激增，这也意味着搭载英伟达AI GPU以及云计算大厂自研AI ASIC的AI服务器需求与出货量有望大幅增长。\u003C\u002Fp>\n\u003Cp>DeepSeek虽然彻底掀起AI训练与推理层面的“效率革命”，推动未来AI大模型开发向“低成本”与“高性能”两大核心聚焦，而不是疯狂烧钱用“大力出奇迹”方式训练人工智能大模型。但是，AI应用渗透至全球各行各业的天量级AI推理算力需求意味着，AI芯片需求的未来仍将是星辰大海，并且将大幅提升对于高性能AI服务器的需求。\u003C\u002Fp>\n\u003Cp>另一华尔街大行高盛表示，超微电脑将是人工智能(AI)基础设施领域的赢家之一，未来几年在满足AI云服务提供商的需求方面处于非常有利的位置。\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202502-stk\u002FUploaderqyoyhnvaj0r_2025_02_26_14_21_03.jpg","2025-02-26T22:18:09.337","2025.02.26","2025\u002F02\u002F26",55670,[22],"SMCI","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]