On August 8, SUPER MICRO COMPUTER INC rose 5.14% in regular trading, trading at $30.89/share, with turnover of $550 million.

On the news front, Goldman Sachs noted that AI infrastructure-related companies contributed approximately one-third of S&P 500 Q2 earnings growth, projecting this proportion will rise to over 50% in the second half through next year. This assessment triggered a broad rally across the AI sector, lifting market sentiment for SMCI ahead of its earnings release scheduled for August 11.

Market consensus expects SMCI to report quarterly revenue of $11.551 billion, representing 96.02% year-over-year growth, with adjusted EPS up 118.21% year-over-year. The optimism is further supported by the company's preliminary Q4 data disclosed in late July, which showed gross margins of 15%-17%, nearly double the prior guidance of 8.2%-8.4%, alongside record backlog driven by over $60 billion in recent orders.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)