Supermicro 結果共3筆

今（8）日台股開盤一路攻高，盤中衝破2萬點，創下歷史新高。其中台積電（2330）跳空漲35元，以795元開出，最高上漲36元至796元，再度刷新股價。此外，輝達在美股大漲4.47%，盤後續漲1.26%，首次站上900美元大關。

Supermicro, the U.S.-based server and computer manufacturer, experienced a stock price surge of over 10% during after-hours trading on Jan. 29. This increase followed the release of the company’s financials for the October-December 2023 period, which exceeded market expectations. Supermicro upgraded its full-year revenue outlook for the 2024 fiscal year from US$10-11 billion to US$14.3-14.7 billion. The current quarter’s sales estimate is US$3.7-4.1 billion, with an adjusted earnings per share of US$5.20-US$6.01. Net sales for the company have more than doubled from US$1.8 billion in the same period last year to $3.66 billion, surpassing the market estimate of US$3.42 billion. Supermicro CEO Charles Liang attributed the company’s success to winning new partners and the increasing demand for its optimized AI computer platforms and comprehensive IT solutions.

輝達執行長黃仁勳今天(1日)，擔任Supermicro總裁「梁見後」的演講嘉賓，會後接受媒體採訪，被問到是否前往中國大陸參訪，他表示還沒決定，而外界傳出下一代輝達的晶片可能委外英特爾，黃仁勳強調還是會交給台積電。