SMCI 爆啦

[who]

啊啊

[who]

啊啊

已经上 700 了，财报看肯定不错

[redbeanus]

Good to hold long!

[Nimitz]

啊啊

Cong~

[who]

啊啊

祝贺who老师！

回来再一看，昙花一现啊，太可气了

[redbeanus]

跌了? 什么原因?

[牛大春]

跌了? 什么原因?

估计还是毛利率之类的问题吧？

[redbeanus]

17% up and now in the red 6%. weird. If continuing to go down, why need to split the stock?

[牛大春]

估计还是毛利率之类的问题吧？

Super Micro gross margins fall to 11.2% in fiscal fourth quarter
By Therese Poletti

Super Micro Computer Inc. said Tuesday its gross profit margins fell in the fiscal fourth quarter to 11.2% of revenue, down from 15.5% in the previous quarter, and 17% in the year-ago quarter.

Those GAAP gross margins were the lowest the company has reported in fiscal 2024. While Wall Street had been warned that margins would fall sequentially, they may not have been expecting a drop this low. Its shares however jumped 10% in after-hours trading on a bullish fiscal first-quarter revenue forecast.

[牛大春]

SuperMicro forecasts fiscal 2025 revenue at $26 billion to $30 billion, range of 74% to 101% year-over-year growth
By Therese Poletti

Super Micro Computer Inc. gave a forecast for 2025 revenue, ranging from $26 billion to $30 billion, or growth of 74% to 101% from 2024.

The company gave its forecast in a presentation on its website ahead of its earnings fiscal fourth quarter.