[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe098588d":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},"dcioe098588d","美股SMCI为什么大跌？","\u002Fdoc\u002Fdcioe098588d","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>服务器制造商超微电脑SMCI周二美股盘后大跌的原因是公布了第三财季的初步业绩，数据低于分析师预期，股价盘后重挫。\u003C\u002Fp>\n\u003Cp>主要财务数据：\u003C\u002Fp>\n\u003Cp>第三财季调整后EPS初步数据为0.29-0.31美元，远不及分析师预期的0.53美元。\u003C\u002Fp>\n\u003Cp>营收为45亿至46亿美元，预期为53.5亿美元。\u003C\u002Fp>\n\u003Cp>根据公司声明，对于截至3月31日的季度，超微电脑下调了此前给出的业绩指引。新的营收区间意味着同比增长18%，远低于一年前同期200%的增长水平。\u003C\u002Fp>\n\u003Cp>超微电脑在声明中表示，在第三财季期间，由于部分客户平台决策延迟，部分销售顺延至第四财季。此外，公司还面临老旧产品库存增加以及加急费用的影响。这两个因素导致超微电脑的初步毛利率相比上一季度收窄了220个基点。\u003C\u002Fp>\n\u003Cp>分析指出，这次提前发布业绩预警是超微电脑近年来的又一次打击。过去一年中，公司因财务报告延迟和做空机构的负面报道而备受困扰。\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。而在去年，由于延迟提交年度报告，公司失去了审计机构安永，原因是治理问题。去年11月，该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>2023年是超微电脑的高光时刻，由于搭上AI热潮并销售大量搭载英伟达芯片的服务器，其股价一度上涨至超三倍。但2024年下半年，该公司股价大幅下跌，市值蒸发超过80%。\u003C\u002Fp>\n\u003Cp>超微电脑首席执行官梁见后在今年2月的电话会议上对分析师表示：“如果供应链能够跟上需求，我们有信心2025年全年增长可以重现甚至超过2023年。”\u003C\u002Fp>\n\u003Cp>超微电脑股价周二美股盘后一度跳水20%。受其业绩拖累，服务器竞争对手戴尔股价在盘后交易中下跌近5%，惠普盘后下跌约2%，英伟达 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