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超微电脑
39.98
-1.8750
-4.48%
盘前:
39.23
-0.7500
-1.88%
04:34 EDT
成交量:
2,551.61万
成交额:
10.19亿
市值:
262.65亿
市盈率:
12.26
高:
41.38
开:
41.29
低:
39.24
收:
41.86
52周最高:
56.60
52周最低:
19.48
股本:
6.57亿
流通股本:
5.64亿
量比:
0.81
换手率:
4.53%
股息:
- -
股息率:
- -
每股收益(TTM):
3.26
每股收益(LYR):
3.26
净资产收益率:
21.47%
总资产收益率:
7.88%
市净率:
2.56
市盈率(LYR):
12.28
数据加载中...
总览
公司
新闻资讯
公告
Super Micro Computer股价上涨,因人工智能驱动的营收预期高于市场预期
路透中文
·
08/12
超微电脑(SMCI.US)美股盘前上涨约10.4%,此前该公司的2027财年营收展望高于市场预期。
智通财经
·
08/12
盘前异动 | 三大股指期货齐上扬;绩优股超微电脑盘前升10%、CoreWeave飙17%、Lumentum升7%;存储股普遍向上,SK海力士、闪迪齐升3%
老虎资讯综合
·
08/12
异动解读|超微电脑盘前上涨9.27%,Q4利润大超预期叠加新财年营收指引远超市场共识
行情直击
·
08/12
韩国金融市场:股市收涨3.7%,AI憧憬带动芯片股飙高
路透中文
·
08/12
《新兴市场》韩股受芯片股反弹提振走强,亚币在美国CPI公布前表现平淡
路透中文
·
08/12
超微电脑(SMCI.US)Q4电话会:毛利率“爆表”至17.6%碾压指引,AI基础设施龙头迎来收获季
智通财经网
·
08/12
超微电脑Q4营收111亿美元略逊预期,盘后却涨逾7%,SMCI凭什么让市场重拾信心?
TradingKey中文
·
08/12
期权聚焦 | SMCI惊现近百万美元买入32Call看涨大单,但合成空头组合暗藏杀机,多空博弈白热化
期权女巫
·
08/12
美股夜盘|超微电脑绩后涨7%,上季利润大幅超预期;CoreWeave涨15%、NEBIUS涨超8%;Coherent涨3%
美股夜盘
·
08/12
异动解读|超微电脑夜盘上涨7.12%,Q4利润大超预期叠加新财年指引远超市场共识
行情直击
·
08/12
盘后一度暴涨10%!超微电脑(SMCI.US)季度营收展望远超最乐观预期,AI算力狂潮再添明证
智通财经
·
08/12
超微电脑美股盘后一度涨超10%
第一财经
·
08/12
AI基建需求热持续,超微电脑上季销售接近翻倍,本季和新财年指引大超预期
华尔街见闻
·
08/12
毛利率提升助力超微电脑第四财季利润飙升
投资观察
·
08/12
8月12日外盘头条:美军向违反封锁船只开火 苹果支付负责人退休 谷歌Gemini月活超10亿 超微电脑盘后股价大涨
环球市场播报
·
08/12
超微电脑CFO:Q4毛利率环比改善,客户与产品组合优于预期,部分合同递延至Q1'27
美股速递
·
08/12
超微电脑CFO:第四季度毛利率环比改善,源于客户与产品组合好于预期,同时部分合同递延至 27 财年第一季度。
智通财经
·
08/12
超微电脑CFO:第四季度企业与渠道客户升级计算、存储及网络基础设施,需求回暖
美股速递
·
08/12
超微电脑CFO:FY26年度营收超10亿美元客户达9家,较FY25的4家大幅增长
美股速递
·
08/12
更多
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16:01","pubTimestamp":1786521665,"startTime":"0","endTime":"0","summary":"8月12日,超微电脑盘前上涨9.27%,报34.64美元/股。消息面上,公司盘后发布第四财季业绩:调整后每股收益1.70美元,远超市场预期的0.62美元,同比增长超三倍;毛利率达17.5%,同比几乎翻倍;净销售额111.2亿美元,略低于预期。公司预计第一财季营收145亿至155亿美元,中值较市场预期高约25%;调整后每股收益1.01至1.10美元,较预期高逾40%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"超微电脑盘前上涨9.27%,Q4利润大超预期叠加新财年营收指引远超市场共识","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658834922","title":"韩国金融市场:股市收涨3.7%,AI憧憬带动芯片股飙高","url":"https://stock-news.laohu8.com/highlight/detail?id=2658834922","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658834922?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 15:26","pubTimestamp":1786519566,"startTime":"0","endTime":"0","summary":"韩国金融市场:股市收涨3.7%,AI憧憬带动芯片股飙高KOSPI指数上涨,外资买超韩元兑美元走弱韩国指标公债收益率下跌路透首尔8月12日-韩国股市周三收盘上涨逾3%,连续第三个交易日走高,受人工智能利好提振,半导体股大涨。在指数权重股中,芯片制造商三星电子005930.KS上涨6.68%,同业SK海力士000660.KS上涨5.54%。电池制造商LG新能源373220.KS上涨1.13%。指标三年期公债收益率KR3YT=RR为3.799%,低于上日收盘价3.802%。指标10年期公债收益率KR10YT=RR下跌0.8个基点,报4.295%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260812:nL6T4490G6:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1951198990.SGD","LU2360032135.SGD","SMYY","IE0009356076.USD","AMZG","VOX","LU0234570918.USD","LU1551013425.SGD","LU1066051498.USD","LU0354030511.USD","LU2092937148.SGD","LU0053666078.USD","LU1674673428.USD","LU0061474960.USD","LU0210528500.USD","LU2213496289.HKD","LU2452424414.USD","LU2403377893.USD","IE00B775SV38.USD","AMZP","LU0203201768.USD","LU2023250504.SGD","IE000ITXATA3.USD","BK4559","LU0234572021.USD","LU1267930227.SGD","BK4585","LU1989772923.USD","SG9999018865.SGD","GOOGL","LU1116320901.HKD","IE0004091025.USD","LU0708995401.HKD","LU0048573561.USD","LU1923622614.USD","IE00B1XK9C88.USD","LU1868836757.USD","LU2065171402.SGD","LU0348723411.USD","LU1935042488.USD","LU0496365809.HKD","LU0965509010.AUD","LU0251132253.USD","LU0056508442.USD","LU1261432733.SGD","LU2491050071.SGD","LU1894683348.USD","LU1880398471.USD","BK4566","AMZU","LU0143551892.USD","BK4573","LU0889566641.SGD","LU0976567544.SGD","LU2237957811.SGD","LU1267930573.SGD","IE000YTNTUN2.SGD","SKYY","CRWV","IE00BMPRXN33.USD","IE00BBT3K403.USD","GOOY","LU1429558221.USD","LU1670628061.USD","LU0882574139.USD","LU1202635105.USD","LU0133085943.USD","LU1934455194.USD","LU2092627202.USD","BK4538","LU0048584097.USD","LU2505996509.AUD","BK4574","IE00BKDWB100.SGD","GGLL","LU0477156953.USD","IE000WAW04H5.SGD","RTH","LU0130102774.USD","LU0310800379.SGD","LU2054465674.USD","LU2764263039.SGD","LU0823434740.USD","LU2125909593.SGD","LU1221951046.USD","LU0648000940.SGD","LU1127390331.HKD","GOOW","LU0072462426.USD","LU0127658192.USD","BK4503","AMZW","AMZZ","LU0868494617.USD","LU1935042215.USD","SMCY","LU0823411888.USD","LU1496350171.SGD","CWII","LU1989764748.USD","BK4527","IE00BFXG0V08.USD","LU1066051811.HKD","LU2750360997.AUD","LU0312595415.SGD","LU2098885051.SGD","IE00B4JS1V06.HKD","LU2552382132.HKD","IE0034235295.USD","TRUC","LU0553294199.USD","LU1923623000.USD","SMCX","LU0302445910.USD","LU0106261372.USD","CWVX","LU2083900584.USD","LU1400636657.SGD","LU0823421416.USD","LU1548497426.USD","ILDR","LU0079474960.USD","LU2362540622.SGD","GB00B4LPDJ14.GBP","METV","LU2491049909.HKD","LU2023251221.USD","LU1121112475.USD","LU2111349929.HKD","IE00B5949003.HKD","BK4532","LU0082616367.USD","IE00BN29S564.USD","IE0002270589.USD","LU1064131342.USD","LU2077746001.SGD","LU2063271972.USD","LU0289941410.SGD","LU2108987350.USD","CRWU","IE000SO60NU8.SGD","LU0203347892.USD","BK4507","LU2430703095.HKD","LU2896262040.SGD","BK4548","SMCI","LU1316542783.SGD","LU2242650005.HKD","LU2430703251.USD","LU2125154778.USD","LU0724617625.USD","LU0823421333.USD","LU0128525929.USD","LU1674673691.USD","LU1989764664.SGD","LU1037948541.HKD","LU0784383803.USD","LU0289960550.SGD","LU1803068979.SGD","LU0672654240.SGD","LU0949170772.SGD","LU0868494708.USD","LU2168563687.JPY","IE00BN8TJ469.HKD","LU0149725797.USD","LU1496350502.SGD","IE000M9KFDE8.USD","LU0130517989.USD","BK4077","LU2505996681.GBP","IE00BLSP4239.USD","LU2420271590.USD","LU2097829019.USD","HK0000914686.HKD","LU0256863811.USD","LU2720916845.USD","LU0708994859.HKD","LU0323591593.USD","LU0689472784.USD","LU0965509101.SGD","BK4535","LU1642822529.SGD","LU1823568750.SGD","LU0109392836.USD","LU2487616109.SGD","GGLS","LU0080751232.USD","LU0077335932.USD","LU0345769631.USD","SGXZ23171101.USD","LU1861220033.SGD","LU2264538146.SGD","LU1059921491.USD","LU1852331112.SGD","LU0210536198.USD","LU0053671581.USD","LU0109391861.USD","LU0949170426.SGD","SGXZ99366536.SGD","LU0057025933.USD","LU2326559502.SGD","LU1323610961.USD","LU0345774391.USD","HK0000304805.HKD","AMZN","LU0985320562.USD","LU1815333072.USD","LU0096364046.USD","LU0345769128.USD","LU2764262908.HKD","LU1629891620.HKD","LU0557290698.USD","LU0820561818.USD","LU2125909247.SGD","LU1951200564.SGD","IE00BWXC8680.SGD","LU2265009873.SGD","BK4554","LU2462591350.SGD","IE00BQXX3F31.USD","LU0061474705.USD","LU0957808578.USD","SG9999015986.USD","LU2462157665.USD","LU0061475181.USD","IE00B19Z9505.USD","LU0072461881.USD","IE00BDRTCR15.USD","LU0187121727.USD","LU2491050154.USD","XDAT","BK4514","LU2237957902.USD","LU0211331839.USD","LU0345768153.USD","LU0390134368.USD","SG9999001077.SGD","LU2097344357.USD","LU0965509283.SGD","SG9999014898.SGD","IE00BDCRKT87.USD","LU0316494557.USD","LU0354030438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10:55","pubTimestamp":1786503305,"startTime":"0","endTime":"0","summary":"超微电脑(SMCI.US)于8月11日盘后公布2026财年第四季度业绩,该股一度大涨超10%。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260812/20260812105540_37204.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260812/20260812105540_37204.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1478831.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["SMCC","SMCL","LU1861215975.USD","BK4588","LU0053671581.USD","SMCI","SMYY","SMCZ","BK4170","BK4543","LU1861220033.SGD","BK4585","SMCY","SMCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658940717","title":"超微电脑Q4营收111亿美元略逊预期,盘后却涨逾7%,SMCI凭什么让市场重拾信心?","url":"https://stock-news.laohu8.com/highlight/detail?id=2658940717","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658940717?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 10:54","pubTimestamp":1786503269,"startTime":"0","endTime":"0","summary":"TradingKey - 美东时间8月11日盘后,AI 服务器制造商超微电脑(SMCI)公布了第四财季财报,季度营收为111.2亿美元,略低于分析师预期的115.5亿美元,但盘后股价却一度涨超10%,收涨7.56%。截至发稿,该股在夜盘交易中仍上涨7.75%,报34.05美元。","market":"sg","thumbnail":"https://resource.tradingkey.com/uploads/20241119/63bf994e2d754a81a8d5f009cbb8970csmci2.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20241119/63bf994e2d754a81a8d5f009cbb8970csmci2.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262097701-super-micro-computer-smci-q4-earnings-revenue-miss-rally-gross-margin-rebound-ai-server-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMYY","SMCY","BK4543","LU1861215975.USD","BK4170","SMCI","BK4585","LU0053671581.USD","BK4588","LU1861220033.SGD","SMCL","SMCC","SMCX","SMCZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106066884","title":"期权聚焦 | SMCI惊现近百万美元买入32Call看涨大单,但合成空头组合暗藏杀机,多空博弈白热化","url":"https://stock-news.laohu8.com/highlight/detail?id=1106066884","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106066884?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 09:02","pubTimestamp":1786496565,"startTime":"0","endTime":"0","summary":"SUPER MICRO COMPUTER INC收报31.6美元,上涨0.45%,全日振幅4.58%。当日期权市场多空博弈激烈,一笔近百万美元的虚值看涨大单领衔做多情绪,但同时也有资金通过合成空头组合押注中长期下跌,市场分歧显著加剧。Call/Put 成交量比为 2.08,显示当日看涨期权交易活跃度显著高于看跌期权。总体来看,SMCI当日大单情绪明显偏多。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCZ","LU0053671581.USD","BK4588","LU1861215975.USD","SMCC","SMYY","SMCY","SMCX","LU1861220033.SGD","BK4170","SMCI","SMCL","BK4543","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187408738","title":"美股夜盘|超微电脑绩后涨7%,上季利润大幅超预期;CoreWeave涨15%、NEBIUS涨超8%;Coherent涨3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187408738","media":"美股夜盘","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187408738?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 08:05","pubTimestamp":1786493153,"startTime":"0","endTime":"0","summary":"CoreWeave, Inc. 涨15.06%,二季度营收翻倍超预期、积压订单达1040亿美元且上调营收与产能指引。NEBIUS涨8.63%,凯雷新建仓叠加将于今日盘前披露财报,市场预期营收大幅同比增长。超微电脑涨7.47%,Q4利润大幅超预期且新财年与当季营收、EPS指引远超市场共识。IREN Ltd涨4.58%,受CoreWeave强劲业绩与展望带动,同类算力与云服务标的盘后走强。Coherent涨2.92%,发布季度财报,数据中心与通信业务增长强劲提振情绪。迈威尔科技涨1.15%。","market":"us","thumbnail":"https://static.tigerbbs.com/02ad453d1404f80bdd57419bc97bfad5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/02ad453d1404f80bdd57419bc97bfad5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4170","CWVX","FOTO","LU2322448957.HKD","LU2272731600.USD","LU1992135399.USD","LU2322448791.USD","SGXZ81514606.USD","LU1861558580.USD","COHC","IE00B19Z4B17.USD","SMCY","LU2089985449.USD","IE00B7SZL793.SGD","LU2211815571.USD","SMCL","SPRX","COHH","CORD","SGXZ51526630.SGD","SMCZ","COHX","LU2272731865.HKD","LU2357305700.SGD","IE0031619046.USD","LU1861215975.USD","EGGY","BK4148","CRWG","LU1548497426.USD","LU1992135472.HKD","LU2290526834.HKD","SMCI","SMCX","BK4588","COHR","LU2360107168.USD","SMCC","IE00B66KJ199.SGD","LU0274383776.USD","LUMA","LU1720051108.HKD","BK4116","LU0266013472.USD","LU2272731782.SGD","SMYY","LU0053671581.USD","LU1861220033.SGD","LU2931357623.SGD","LU2473716301.USD","BK4157","BK4585","LU1861559042.SGD","LU1720051017.SGD","CRWV","CRWU","CWII","SGXZ99366536.SGD","BK4543"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1116047779","title":"异动解读|超微电脑夜盘上涨7.12%,Q4利润大超预期叠加新财年指引远超市场共识","url":"https://stock-news.laohu8.com/highlight/detail?id=1116047779","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116047779?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 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07:15","pubTimestamp":1786490136,"startTime":"0","endTime":"0","summary":"超微电脑美股盘后一度涨超10%,最新上涨7.12%。公司第四财季净销售额111.2亿美元,预计第一财季净销售额145亿-155亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608123838322442.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608123838322442.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["SMCX","SMCY","LU1861220033.SGD","SMCZ","SMCI","SMCC","SMYY","BK4585","BK4588","SMCL","LU1861215975.USD","BK4170","BK4543","LU0053671581.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658941393","title":"AI基建需求热持续,超微电脑上季销售接近翻倍,本季和新财年指引大超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2658941393","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658941393?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 07:04","pubTimestamp":1786489476,"startTime":"0","endTime":"0","summary":"第四财季,超微电脑销售额略低于分析师预期,EPS同比增超三倍、较预期高近7%,毛利率同比几乎翻倍至逾17%、高于公司上调后指引;第一财季销售指引中值较预期高25%,EPS指引中值较预期高逾40%;2027财年销售指引中值较分析师预期高近30%。盘后股价一度涨超10%。","market":"us","thumbnail":"https://static.tigerbbs.com/ee7b903bec036cac02729a7df73ea859","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ee7b903bec036cac02729a7df73ea859"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"72e3de9ba94345e5a6a76224eeec6cd3","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779228","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"AI基建需求热持续,超微电脑上季销售接近翻倍,本季和新财年指引大超预期","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCX","SMCL","BK4585","BK4588","LU0053671581.USD","LU1861215975.USD","SMYY","SMCZ","SMCI","BK4170","SMCY","BK4543","LU1861220033.SGD","SMCC"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1154812073","title":"毛利率提升助力超微电脑第四财季利润飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=1154812073","media":"投资观察","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154812073?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 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超微电脑盘后股价大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2658276946","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658276946?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 05:30","pubTimestamp":1786483800,"startTime":"0","endTime":"0","summary":"美国中央司令部称,这艘名为Vela Nova的船只当时正驶往一个伊朗港口,违反美国对伊朗实施的封锁。美国中央司令部称,直升机向该船的机舱发射了导弹;该船船员无视美军多次警告;该船“已不再驶往伊朗”。相比之下,2025年第四季度为日均2160万桶,当时美国和以色列尚未对伊朗发动袭击。据内部备忘录显示,苹果服务业务负责人Eddy 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