{"id":8714,"date":"2025-02-25T09:30:01","date_gmt":"2025-02-25T14:30:01","guid":{"rendered":"https:\/\/diaomao.cc\/?p=8714"},"modified":"2025-02-25T09:30:09","modified_gmt":"2025-02-25T14:30:09","slug":"%e8%b6%85%e7%ba%a7%e5%be%ae%e7%94%b5%e8%84%91%ef%bc%9a%e6%9c%aa%e6%9d%a5%e5%8f%91%e5%b1%95%e4%be%9d%e8%b5%96%e4%ba%8e%e7%bb%b4%e6%8c%81%e7%ba%b3%e6%96%af%e8%be%be%e5%85%8b%e4%b8%8a%e5%b8%82","status":"publish","type":"post","link":"https:\/\/diaomao.cc\/?p=8714","title":{"rendered":"\u8d85\u7ea7\u5fae\u7535\u8111\uff1a\u672a\u6765\u53d1\u5c55\u4f9d\u8d56\u4e8e\u7ef4\u6301\u7eb3\u65af\u8fbe\u514b\u4e0a\u5e02"},"content":{"rendered":"\n
    \n
  1. \u516c\u53f8\u987b\u4e8e2\u670825\u65e5\u524d\u63d0\u4ea4\u8d22\u52a1\u62a5\u544a<\/li>\n\n\n\n
  2. \u80a1\u4ef7\u8f833\u6708\u521b\u5386\u53f2\u9ad8\u70b9\u4e0b\u8dcc\u7ea650%<\/li>\n<\/ol>\n\n\n\n

    \u603b\u90e8\u4f4d\u4e8e San Jose<\/strong>, California<\/strong> \u7684\u516c\u53f8\u5fc5\u987b\u5728 Feb. 25<\/strong> \u4e4b\u524d\u63d0\u4ea4\u6240\u6709\u672a\u5b8c\u6210\u7684\u8d22\u52a1\u62a5\u544a\uff0c\u4ee5\u6062\u590d\u5408\u89c4\u6027\u5e76\u7ef4\u6301\u5176\u5728 Nasdaq<\/strong> \u4e0a\u7684\u4e0a\u5e02\u5730\u4f4d\u3002\u8feb\u5728\u7709\u776b\u7684\u622a\u6b62\u65e5\u671f\u4e00\u76f4\u5bf9\u80a1\u7968\u5f62\u6210\u538b\u529b\u3002<\/p>\n\n\n\n

    San Jose<\/strong>, California<\/strong> \u603b\u90e8\u7684\u516c\u53f8\u5fc5\u987b\u5728 Feb. 25<\/strong> \u524d\u63d0\u4ea4\u6240\u6709\u672a\u5b8c\u6210\u7684\u8d22\u52a1\u62a5\u544a\uff0c\u4ee5\u6062\u590d\u5408\u89c4\u6027\u5e76\u7ef4\u6301\u5176\u5728 Nasdaq<\/strong> \u4e0a\u7684\u4e0a\u5e02\u5730\u4f4d\u3002\u8feb\u5728\u7709\u776b\u7684\u622a\u6b62\u65e5\u671f\u4e00\u76f4\u5bf9\u80a1\u7968\u5f62\u6210\u538b\u529b\u3002<\/p>\n\n\n\n

    \u5e02\u573a\u7684\u5047\u8bbe\u662f\u6240\u6709\u6587\u4ef6\u90fd\u4f1a\u88ab\u63d0\u4ea4\uff0c\u6839\u636e Wedbush<\/strong> \u5206\u6790\u5e08 Matt Bryson<\/strong> \u7684\u8bf4\u6cd5\u3002\u201c\u8fd9\u5728\u5f53\u524d\u5df2\u7ecf\u88ab\u57fa\u672c\u53cd\u6620\u5728\u80a1\u4ef7\u4e2d\uff0c\u201d\u4ed6\u5728\u4e00\u6b21\u91c7\u8bbf\u4e2d\u8868\u793a\u3002<\/p>\n\n\n\n

    \u81ea\u4ece\u516c\u53f8\u5728 November<\/strong> \u5ba3\u5e03\u8058\u8bf7\u4e86\u65b0\u7684\u5ba1\u8ba1\u5e08\uff0c\u5e76\u8868\u793a\u6709\u8ba1\u5212\u6ee1\u8db3 Nasdaq<\/strong> \u7684\u4e0a\u5e02\u8981\u6c42\u4ee5\u6765\uff0c\u80a1\u4ef7\u4e00\u76f4\u5728\u4e0a\u6da8\u3002Super Micro<\/strong> \u4e0a\u5468\u786e\u8ba4\uff0c\u7ee7\u7eed\u201c\u52aa\u529b\u5de5\u4f5c\u201d\u4ee5\u63d0\u4ea4\u62a5\u544a\uff0c\u5e76\u76f8\u4fe1\u80fd\u591f\u6309\u65f6\u5b8c\u6210\u622a\u6b62\u65e5\u671f\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u80a1\u4ef7\u4ecd\u6bd4 March<\/strong> \u65f6\u7684\u9ad8\u70b9\u4f4e\u7ea650%\uff0c\u5f53\u65f6\u8fd9\u5bb6\u9ad8\u6027\u80fd\u670d\u52a1\u5668\u5236\u9020\u5546\u56e0\u4eba\u5de5\u667a\u80fd\u70ed\u6f6e\u800c\u66b4\u6da8\u3002\u5468\u4e94\u65e9\u76d8\uff0c\u8be5\u80a1\u6da8\u5e45\u9ad8\u8fbe5.3%\u3002<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    \u6062\u590d\u5408\u89c4\u6027\u53ef\u80fd\u4f1a\u8ba9\u80a1\u7968\u6062\u590d\u6b63\u5e38\u72b6\u6001\uff0c\u8be5\u80a1\u6b64\u524d\u56e0\u4f1a\u8ba1\u95ee\u9898\u548c\u7533\u62a5\u5ef6\u8fdf\u6307\u63a7\u800c\u906d\u53d7\u52a8\u8361\u3002\u4eca\u5e74 August<\/strong>\uff0c\u8457\u540d\u7684\u505a\u7a7a\u8005 Hindenburg Research<\/strong> \u53d1\u5e03\u4e86\u4e00\u4efd\u5bf9 Super Micro<\/strong> \u4e0d\u5229\u7684\u62a5\u544a\uff0c\u5f15\u53d1\u4e86\u7f8e\u56fd\u53f8\u6cd5\u90e8\u7684\u8c03\u67e5\u3002\u540c\u6708\uff0c\u8be5\u516c\u53f8\u9519\u8fc7\u4e86\u63d0\u4ea4\u5e74\u5ea6\u8d22\u52a1\u62a5\u544a\u7684\u622a\u6b62\u65e5\u671f\uff0c\u968f\u540e\u4e24\u4e2a\u6708\uff0cErnst & Young LLP<\/strong> \u8f9e\u53bb\u4e86\u5176\u5ba1\u8ba1\u5e08\u804c\u52a1\uff0c\u7406\u7531\u662f\u5bf9\u900f\u660e\u5ea6\u548c\u6cbb\u7406\u7684\u62c5\u5fe7\u3002<\/p>\n\n\n\n

    Jim Kelleher<\/strong> \u6765\u81ea Argus Research<\/strong>\uff0c\u57282\u670814\u65e5\u7684\u62a5\u544a\u4e2d\u5199\u9053\uff1a\u201c\u5728\u6211\u4eec\u770b\u6765\uff0c\u8fd9\u53ea\u80a1\u7968\u4ecd\u5728\u53bb\u5e74\u5f00\u59cb\u7684\u8fc7\u5c71\u8f66\u4e4b\u65c5\u4e2d\uff0c\u201d\u7ef4\u6301\u4e86\u5bf9\u8be5\u80a1\u7684\u77ed\u671f\u6301\u6709\u8bc4\u7ea7\uff0c\u5e76\u8865\u5145\u8bf4\uff0c\u4e00\u65e6 Super Micro<\/strong> \u201c\u89e3\u51b3\u6240\u6709\u95ee\u9898\u201d\uff0c\u4ed6\u5c06\u8003\u8651\u66f4\u6539\u8bc4\u7ea7\u3002<\/p>\n\n\n\n

    \u5982\u679c Super Micro<\/strong> \u89e3\u51b3\u4e86\u5408\u89c4\u95ee\u9898\uff0c\u53ef\u80fd\u4f1a\u5e26\u6765\u8fdb\u4e00\u6b65\u4e0a\u6da8\u3002\u516c\u53f8\u4e0a\u5468\u8868\u793a\uff0c\u9884\u8ba1\u622a\u81f32026\u5e746\u6708\u7684\u8d22\u5e74\u9500\u552e\u989d\u5c06\u8fbe\u5230400\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u4e86\u5206\u6790\u5e08\u5e73\u5747\u9884\u671f\u7684\u5927\u7ea6310\u4ebf\u7f8e\u5143\u3002\u5c3d\u7ba1\u8fd1\u671f\u548c\u5df2\u62a5\u544a\u7684\u4e1a\u7ee9\u5f31\u4e8e\u9884\u671f\uff0c\u4f46\u8fd9\u4e00\u9884\u671f\u4ecd\u8db3\u4ee5\u63a8\u52a8\u80a1\u4ef7\u4e0a\u6da8\u3002<\/p>\n\n\n\n

    Intelligence<\/strong>\u00a0\u5206\u6790\u5e08\u00a0Woo Jin Ho<\/strong>\u00a0\u57282\u670818\u65e5\u7684\u62a5\u544a\u4e2d\u5199\u9053\uff1a\u201c\u516c\u53f8\u4ecd\u9700\u8981\u8bc1\u660e\u5176\u6267\u884c\u80fd\u529b\u201d\uff0c\u5373\u4f7f2026\u5e74\u7684\u9500\u552e\u6307\u5bfc\u201c\u65e8\u5728\u5e2e\u52a9\u7f13\u89e3\u201d\u8f83\u5f31\u7684\u4e1a\u7ee9\u3002\u201c\u6211\u4eec\u9700\u8981\u770b\u5230\u51e0\u4e2a\u5b63\u5ea6\u7b26\u5408\u9884\u671f\uff0c\u624d\u80fd\u5bf9\u516c\u53f8\u7684\u89c2\u70b9\u6709\u66f4\u5927\u7684\u4fe1\u5fc3\u3002\u201d<\/p>\n\n\n\n

    \u534e\u5c14\u8857\u5bf9\u00a0Super Micro\u00a0\u4ecd\u6301\u8c28\u614e\u6001\u5ea6\uff0c\u8bc4\u7ea7\u4e3a\u4e94\u4e2a\u4e70\u5165\u3001\u516d\u4e2a\u6301\u6709\u548c\u4e24\u4e2a\u5356\u51fa\u3002<\/strong><\/p>\n\n\n\n

    \u6839\u636e\u6c47\u603b\u7684\u6570\u636e\uff0c\u81f3\u5c11\u6709\u4e94\u4f4d\u5206\u6790\u5e08\u6682\u505c\u4e86\u5bf9\u8be5\u516c\u53f8\u7684\u8986\u76d6\uff0c\u76f4\u5230\u5176\u6062\u590d\u5408\u89c4\u6027\u3002<\/p>\n\n\n\n

    \u5373\u4f7f\u00a0Super Micro<\/strong>\u00a0\u672a\u80fd\u6062\u590d\u5728\u00a0Nasdaq<\/strong>\u00a0\u4e0a\u7684\u5408\u89c4\u6027\uff0c\u4e5f\u4e0d\u610f\u5473\u7740\u516c\u53f8\u65e0\u6cd5\u91cd\u65b0\u56de\u5230\u8be5\u4ea4\u6613\u6240\u3002<\/p>\n\n\n\n

    \u5f53\u524d\u7684\u9000\u5e02\u5a01\u80c1\u8ba9\u4eba\u8054\u60f3\u52302019\u5e74\uff0c\u5f53\u65f6\u00a0Super Micro\u00a0\u56e0\u672a\u80fd\u6309\u65f6\u63d0\u4ea410-K\u62a5\u544a\u548c\u591a\u4e2a\u5b63\u5ea6\u62a5\u544a\u800c\u88ab\u00a0Nasdaq\u00a0\u9664\u540d\u3002<\/strong><\/p>\n\n\n\n

    \u8be5\u516c\u53f8\u4e8e2020\u5e74\u83b7\u51c6\u91cd\u65b0\u52a0\u5165\u4ea4\u6613\u6240\uff0c\u5e76\u5728\u540c\u5e74\u901a\u8fc7\u652f\u4ed81.75\u4ebf\u7f8e\u5143\u7f5a\u6b3e\u89e3\u51b3\u4e86\u7f8e\u56fd\u8bc1\u5238\u4ea4\u6613\u59d4\u5458\u4f1a\u5bf9\u5176\u4f1a\u8ba1\u7684\u8c03\u67e5\u3002\u4f5c\u4e3a\u548c\u89e3\u7684\u4e00\u90e8\u5206\uff0cSuper Micro<\/strong> \u5e76\u672a\u627f\u8ba4\u6216\u5426\u8ba4\u76d1\u7ba1\u673a\u6784\u7684\u6307\u63a7\u3002<\/p>\n\n\n\n

    \u201c\u6295\u8d44\u8005\u5fc5\u987b\u8bb0\u4f4f\uff0c\u8fd9\u79cd\u60c5\u51b5\u5df2\u7ecf\u53d1\u751f\u4e86\u51e0\u6b21\uff0c\u56e0\u6b64\u8fd9\u53ef\u4ee5\u8bf4\u662f\u4e00\u4e2a\u6a21\u5f0f\uff0c\u800c\u4e0d\u662f\u4e00\u6b21\u6027\u7684\u4e8b\u4ef6\uff0c\u201dWedbush\u00a0\u7684\u00a0Bryson\u00a0\u8868\u793a\u3002<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Nvidia Corp.<\/strong> \u7684\u80a1\u7968\u5728\u6295\u8d44\u8005\u62c5\u5fe7 DeepSeek<\/strong> \u7684 AI \u58f0\u660e\u5f15\u53d1\u4e0b\u4e2a\u6708\u7684\u5386\u53f2\u6027\u629b\u552e\u540e\uff0c\u5927\u90e8\u5206\u635f\u5931\u5df2\u88ab\u6536\u590d\u3002<\/p>\n\n\n\n

    \u5173\u952e\u8bcd<\/strong><\/h4>\n\n\n\n