[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8f5a59ca":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},"dcio8f5a59ca","美股SMCI超微电脑为什么大涨？","\u002Fdoc\u002Fdcio8f5a59ca","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股SMCI超微电脑股价大涨20%原因是沙特阿拉伯数据中心公司DataVolt与超微电脑签署了一份多年期合作协议，达成200亿美元的交易。\u003C\u002Fp>\n\u003Cp>超微电脑声明称，该协议将加快向DataVolt位于沙特阿拉伯王国和美国的超大规模AI园区交付超高密度GPU平台和机架系统。\u003C\u002Fp>\n\u003Cp>DataVolt在声明中表示，这笔价值200亿美元的交易深化了两家公司之间的战略合作关系，标志着一个重要的里程碑，也标志着其对人工智能和数据中心解决方案的承诺。\u003C\u002Fp>\n\u003Cp>此外，谷歌、甲骨文、Salesforce、AMD、Uber科技和DataVolt将在美国和沙特两国投资800亿美元用于尖端变革技术。\u003C\u002Fp>\n\u003Cp>华尔街见闻网站周二文章提到，超微电脑的合作伙伴英伟达和AMD将向沙特阿拉伯人工智能公司Humain供应半导体产品，用于其大型数据中心项目。英伟达将向Humain出售超过18000块其最新的人工智能芯片。\u003C\u002Fp>\n\u003Cp>当前，美国半导体行业巨头们正在努力扩大AI加速器芯片的客户群。目前，这一市场主要由少数几家数据中心运营商主导，包括微软和亚马逊等。吸引主权AI，即由国家支持、旨在建立本国人工智能能力的项目，是拓展客户群的重要策略之一。\u003C\u002Fp>\n\u003Cp>彭博行业研究分析师Woo Jin Ho表示，与DataVolt达成的这项多年期协议进一步印证，尽管竞争日益激烈，超微公司在AI服务器领域中稳固的战略地位。“我们预计超微公司将成为支持DataVolt AI数据中心建设的多家AI服务器供应商之一，有望获得数十亿美元级别的项目机会。”\u003C\u002Fp>\n\u003Cp>花旗分析师Asiya Merchant也指出，该协议预计将加速向沙特和美国的超大规模AI园区交付高性能机架系统与GPU平台。\u003C\u002Fp>\n\u003Cp>Raymond James的分析师本周早些时候开始对超微电脑进行覆盖，并给予“跑赢大盘”的评级。他们在报告中称超微电脑是“AI优化基础设施领域的市场领导者”，并指出公司当前在1450亿美元的AI平台市场中占有9%的份额，未来有望进一步提升。\u003C\u002Fp>\n\u003Cp>不过需要注意的是，超微电脑股价近几个月表现波动较大，市场对其会计操作及下调财务预测感到担忧：\u003C\u002Fp>\n\u003Cp>去年夏季，做空机构兴登堡（Hindenburg Research）发布报告，声称找到了超微公司会计操纵的证据。\u003C\u002Fp>\n\u003Cp>去年10月，安永会计师事务所辞去公司审计师职务，对财务报告内部控制和其他事项表示担忧。去年11月，超微公司任命德豪会计师事务所（BDO）为其新的审计机构。\u003C\u002Fp>\n\u003Cp>今年2月，超微电脑及时提交了2024财年及2025财年前两季的财务报告，赶在纳斯达克的最后期限前避免被摘牌。\u003C\u002Fp>\n\u003Cp>本月早些时候，超微电脑再次下调全年销售预期，承认会遭受特朗普关税的冲击。\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202505-stk\u002FUploaderltwcdzb3sxt_2025_05_14_17_31_47.jpg","2025-05-15T00:02:40.65","2025.05.15","2025\u002F05\u002F15",34706,[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"]