超微電腦(SMCI.US)近12個月暴升近900%
超微電腦(SMCI.US)盤中大升超10%報972.25美元,該股近期走出了一波瘋狂上升行情,月內大升超80%,年內大升超240%,近12個月暴升近900%。美銀分析師近日稱,投資者可能還沒有充分認識到超微電腦的潛力,人工智能服務器的市場規模遠大於華爾街的預期。在他看來,服務器市場在過去17年中的歷史年增長率為5.5%,而在未來三年中,年均複合增長率可能達到50%。而超微公司的收入增速甚至會超過 50%,因為該公司可以擴大市場份額。

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