超級微型計算機（SMCI）以買入評級和41美元的價格目標分享Raymond James啟動的16％

超級微型計算機（SMCI）週二股價飆升了16％，在雷蒙德·詹姆斯分析師（Raymond James Analysts）以“買入”評級和41美元的價格目標啟動覆蓋範圍後，收盤價為38.88美元。

Raymond James initiates coverage on Super Micro Computer (NASDAQ:SMCI) with a Buy rating and a price target of $41.

雷蒙德·詹姆斯（Raymond James）以買入評級和41美元的價格目標啟動了超級微型計算機（NASDAQ：SMCI）的報導。

What Happened: Raymond James analysts have initiated coverage of Super Micro Computer (NASDAQ:SMCI) shares with a Buy rating and a price target of $41,suggesting a potential 0.5% upside from the stock’s last closing price.

發生了什麼事：雷蒙德·詹姆斯（Raymond James）分析師以買入評級和41美元的價格目標啟動了超級微型計算機（NASDAQ：SMCI）股份的報導，這表明該股票的最後一次收盤價具有0.5％的上漲空間。

The analysts, led by Simon Leopold, highlighted Super Micro’s strong position in “AI-optimized infrastructure,” which now comprises about 70% of the company’s revenue. This focus has helped Super Micro capture market share among branded server makers.

由西蒙·利奧波德（Simon Leopold）領導的分析師強調了超級微型在“ AI優化基礎設施”中的強大地位，該基礎設施現在約占公司收入的70％。這種重點有助於超級微型捕獲品牌服務器製造商之間的市場份額。

The analysts noted that Super Micro is uniquely positioned between larger competitors.

分析師指出，超級微型在較大的競爭對手之間唯一地定位。

“SMCI stands between the broader IT providers (e.g., Dell Technologies (DELL) and HP Enterprise (HPE), which also have more extensive enterprise services,) and the contract manufacturers (e.g., Quanta), ” the analysts explained.

分析師解釋說：“ SMCI站在更廣泛的IT提供商之間（例如Dell Technologies（Dell）和HP Enterprise（HPE），它們也具有更廣泛的企業服務）和合同製造商（例如，Quanta）。”

This allows Super Micro to combine large-scale manufacturing capabilities with the flexible, engineering-led solutions. Such a hybrid approach is becoming increasingly valuable in today’s rapidly evolving AI hardware market.

這使超級微型可以將大規模的製造能力與靈活的工程領導的解決方案相結合。在當今快速發展的AI硬件市場中，這種混合方法變得越來越有價值。

The report further noted that Super Micro has secured an estimated 9% of the total AI platform market. It also has about 31% market share among branded players in the AI infrastructure space.

該報告進一步指出，Super Micro估計佔AI總平台市場的9％。它在AI基礎設施領域的品牌參與者中也有大約31％的市場份額。

However, Super Micro doesn’t offer the consulting or financing options available from larger competitors. But its ability to deliver highly customized and performant hardware has been a key factor in its market success.

但是，Super Micro不提供較大競爭對手可獲得的諮詢或融資選項。但是，它提供高度定制和性能的硬件的能力一直是其市場成功的關鍵因素。

The company’s specialization comes at a time of surging demand for hyperscale AI infrastructure, and the upcoming rollout of NVIDIA’s (NASDAQ:NVDA) Blackwell chips could be another growth driver for Super Micro’s business.

該公司的專業化是在對高度AI基礎設施的需求激增的時候，即將推出NVIDIA（NASDAQ：NVDA）Blackwell芯片可能是Super Micro業務的另一個增長驅動力。

Despite these positives, Raymond James acknowledged that Super Micro faces some challenges, including revenue and earnings volatility tied to product mix shifts, and limited enterprise services compared to larger competitors.

儘管有這些積極性，雷蒙德·詹姆斯（Raymond James）承認，與較大的競爭對手相比，超級微觀面臨一些挑戰，包括與產品混合轉變相關的收入和收入波動和有限的企業服務。

Recent Developments: Super Micro shares soared 16% on Tuesday, continuing a day of volatility for the server solutions provider. The stock has experienced 91 price moves greater than 5% over the past year.

最近的事態發展：超級微型股票在周二飆升了16％，持續了服務器解決方案提供商的一天。在過去的一年中，該股票經歷了91個價格的轉移超過5％。

On Monday, SMCI shares rose 6.1% amid a broader market rally. The market optimism followed developments in U.S.-China trade relations.

週一，由於更廣泛的市場集會，SMCI股價上漲了6.1％。市場樂觀遵循美國 - 中國貿易關係的發展。

Earlier this week, the two countries agreed to pause some tariffs for 90 days. The deal also reduced U.S. tariffs on Chinese goods to 30% and Chinese tariffs on U.S. imports to 10%.

本週早些時候，兩國同意暫停90天的關稅。該交易還將美國對中國商品的關稅降低到30％，中國對美國進口的關稅至10％。

This trade development gave companies like Super Micro “breathing room to reset inventories and supply chains.” However, President Trump has clarified that tariffs could go higher if a full deal isn’t reached during the 90-day period.

這種貿易開發為超級微型“呼吸空間重置庫存和供應連鎖店的公司都為公司提供了。”但是，特朗普總統澄清說，如果在90天期間沒有達成全額交易，關稅可能會提高。

Since the beginning of 2024, Super Micro stock has now surged by 29.5%. But at $38.92 per share, it remains 59.1% below its 52-week high of $95.24, which it touched in May 2024.

自2024年初以來，超級微型股票現已飆升29.5％。但是，每股38.92美元，它仍低於其52周高點95.24美元的59.1％，該高點在2024年5月觸及。

For those with a longer-term perspective, a $1,000 investment five years ago in Super Micro shares would now be worth $16,711.

對於那些具有長期觀點的人來說，五年前的超級微型股票的1,000美元投資現在價值16,711美元。

Why It’s Important: As many industry analysts see enterprise software stocks leveraging AI capabilities as potential market leaders in 2024 and beyond, Super Micro’s hardware focus puts it in position to benefit.

為什麼重要的是：由於許多行業分析師都看到企業軟件股票利用AI功能作為2024年及以後的潛在市場領導者，因此Super Micro的硬件重點使其有益。

The company’s stock is a direct play on the rapidly expanding demand for the technology.

該公司的股票直接發揮了對技術需求的迅速擴展。

Moreover, Raymond James’ coverage initiation comes at a time when institutions are increasing their bullish presence in Super Micro stock.

此外，雷蒙德·詹姆斯（Raymond James）的報導啟動是在機構增加其在超級微型股票中的看漲的時候。

Earlier this month, a 13F filing from the hedge fund revealed a significant new position in Super Micro Computer shares. The fund, which manages a substantial portfolio, has become a notable investor in the company.

本月初，對沖基金的13F申請顯示了超級微型計算機股份的重大新職位。該基金管理大量投資組合，已成為公司的著名投資者。

According to the recent 13F filing with the U.S. Securities and Exchange Commission, the hedge fund disclosed that it had acquired a new stake in Super Micro Computer (NASDAQ:SMCI) during the three-month period ending June 30.

根據最近向美國證券交易委員會提交的13F文件，對沖基金透露，在截至6月30日的三個月中，它已獲得了超級微型計算機（NASDAQ：SMCI）的新股份。

The filing indicates that the fund now holds a substantial number of Super Micro shares, making it a top holding within their portfolio.

該文件表明該基金現在持有大量的超級股票，使其成為其投資組合中的最高股份。

The new position in Super Micro Computer is a noteworthy development, considering the fund’s investment strategy and the increasing interest in the technology sector.

考慮到該基金的投資策略以及對技術領域的興趣，超級微型計算機的新位置是一個值得注意的發展。

What Next: Raymond Jobs expects Super Micro’s expanding U.S. operations and projected revenue growth of over 25% CAGR (compound annual growth rate) to support further stock price increases.

接下來的事情：雷蒙德·喬布斯（Raymond Jobs）預計，超級微觀的美國運營不斷擴大，預計收入增長超過25％（複合年增長率），以支持進一步的股價上漲。

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Raymond James is initiating coverage of Super Micro Computer (NASDAQ:SMCI) shares with a Buy rating and a price target of $41,suggesting a potential 0.

雷蒙德·詹姆斯（Raymond James）啟動了超級微型計算機（NASDAQ：SMCI）股票的覆蓋範圍，其股票評級為41美元，其目標價為41美元，這表明潛力為0。