Supermicro（SMCI）股票火箭彈40％，佔200億美元的沙特數據中心交易

超級微型計算機的股票本週已上升，僅在幾次交易中獲得了40％的股份。

Super Micro Computer shares (NASDAQ: SMCI) soared 16% on Wednesday, continuing their massive rally this week as the server maker’s stock price continues to heat up.

超級微型計算機股票（NASDAQ：SMCI）在周三飆升了16％，隨著服務器製造商的股票價格繼續升溫，本周繼續進行大規模集會。

The stock closed at $45 after accelerating above its 200-day moving average. SMCI shares have now risen 40% over the past few trading sessions.

該股票加速超過200天移動平均線後，股票收於45美元。在過去的幾次交易中，SMCI股票現在已上漲40％。

The impressive gains come after months of volatility for SMCI. The stock has been on a wild ride following accounting troubles that almost resulted in delisting from the Nasdaq.

在SMCI的幾個月波動率之後，令人印象深刻的收益得出。在會計麻煩之後，該股票一直在狂野騎行，這幾乎導致了納斯達克股票。

Despite these challenges, Supermicro shares have still climbed nearly 50% since the start of the year.

儘管面臨這些挑戰，但自今年年初以來，Supermicro股票仍在攀升近50％。

What Happened: SMCI shares have rebounded 63% from their April low. The most recent catalyst for the surge in the stock price came with the announcement of a $20 billion multi-year partnership with Saudi data center giant DataVolt. The deal was announced late Tuesday.

發生的事情：SMCI股票比四月低點反彈63％。股票價格上漲的最新催化劑是宣布與沙特數據中心巨頭Datavolt建立200億美元的多年合作夥伴關係。該交易於週二晚宣布。

The partnership will see the deployment of GPU platforms and rack systems across hyperscale campuses in the region. The partnership marks a major expansion of Supermicro’s global footprint.

該合作夥伴關係將在該地區的超大校園內部署GPU平台和機架系統。該合作夥伴關係標誌著Supermicro的全球足蹟的重大擴展。

The move also comes as President Donald Trump began a four-day trip to the Middle East. In addition to Supermicro, Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) announced partnerships with firms in the kingdom.

此舉也發生在唐納德·特朗普總統開始為期四天的中東之旅。除Supermicro外，NASDAQ：NVDA）和AMD（NASDAQ：AMD）還宣布了與王國公司的伙伴關係。

The partnership also comes with a technical breakout. SMCI shares broke above the upper trendline of a falling wedge pattern on Monday. The stock then accelerated above its 200-day moving average in Tuesday’s session.

該合作夥伴關係還帶有技術突破。週一，SMCI的股票超過了楔形圖案下降的上層趨勢線。隨後，該股票在周二的會議上加速了其200天移動平均水平。

The move on Tuesday occurred on the highest trading volume since late February, which could indicate strong buying interest from larger market participants.

週二的舉動發生在2月下旬以來的最高交易量，這可能表明從較大的市場參與者那裡購買了濃厚的購買興趣。

The relative strength index is also confirming bullish price momentum. The RSI is approaching overbought levels, which could lead to short-term pullbacks.

相對強度指數也證實了看漲的價格勢頭。 RSI正接近超買的水平，這可能會導致短期撤退。

Traders are watching the psychological $50 level as the first overhead resistance area. The level also coincides with last August’s swing low and the upper range of an October consolidation period.

交易者正在將心理$ 50的水平視為第一個間接費用區域。該水平還與去年八月的鞦韆和十月合併期的上範圍相吻合。

If the stock can close above $50, the next target would be around $63. This area matches the August countertrend high and prominent February peak.

如果股票可以關閉50美元以上，那麼下一個目標將約為63美元。該區域與八月的逆流高潮和著名的2月峰匹配。

For potential retracements, the $35 level could offer initial support. This level aligns with Monday’s breakout point and corresponds to price action stretching back to last October.

對於潛在回波，35美元的水平可以提供初始支持。該級別與週一的突破點保持一致，並且對應於延伸到去年10月的價格動作。

Lower support sits around $26, which is near the early-February swing low and could offer an opportunity for longer-term investors.

較低的支持位於26美元左右，距離早期的鞦韆低點，可以為長期投資者提供機會。

Related Link: Is Supermicro A Buy After Partnership With Saudi Arabia Is Announced?

相關鏈接：與沙特阿拉伯合作後，Supermicro A購買是買入嗎？

Why It Matters: The enthusiasm from Wall Street analysts might also be fueling the rally in Supermicro. Raymond James recently initiated coverage of the company with an Outperform rating and a $41 price target.

這是如此重要的是：華爾街分析師的熱情也可能激發了超級音樂的集會。雷蒙德·詹姆斯（Raymond James）最近以跑贏大盤和41美元的價格目標開始對公司的報導。

The analyst firm called Supermicro a “market leader in AI-optimized infrastructure” with pricing power that compares favorably to peers.

這家分析師公司稱Supermicro為“ AI優化基礎設施的市場領導者”，其定價能力與同行相比有利。

Adding to the bullish case, Supermicro said it had begun shipping high-density servers powered by AMD’s latest EPYC 4005 chips. The move adds to the company’s hardware story in the AI space.

Supermicro除了看漲案例外，它已經開始運送由AMD最新的EPYC 4005芯片提供動力的高密度服務器。此舉增加了公司在AI領域的硬件故事。

Supermicro shares are also heavily shorted with short interest at 21%. The recent run-up in the stock could be partially related to a short squeeze.

Supermicro的股票也以21％的速度短缺。最近的股票升級可能與短暫的擠壓部分有關。

The stock is still down over 50% from its 52-week high.

該股票仍然比其52周高的50％下降了50％。

While the company said its accounting issues have been resolved, auditor BDO issued an adverse opinion on internal controls as of June 2024.

儘管該公司表示已解決其會計問題，但審計師BDO截至2024年6月，對內部控制發表了不利的意見。

Supermicro (NASDAQ:SMCI) shares are making headlines once again as they continue their remarkable recovery from earlier lows. The server technology provider has secured a massive partnership in Saudi Arabia, marking a significant turning point in the company's trajectory.

Supermicro（NASDAQ：SMCI）股票再次成為頭條新聞，因為它們繼續從早期的低點恢復出色。服務器技術提供商在沙特阿拉伯建立了大規模的合作夥伴關係，標誌著公司軌蹟的一個重大轉折點。

Despite being delisted from the Nasdaq earlier this year due to accounting issues and almost forced into bankruptcy, Supermicro has managed to stage a comeback with a new auditor and a focus on the booming artificial intelligence market.

儘管由於會計問題，今年早些時候從納斯達克脫穎而出，幾乎被迫破產，但Supermicro還是通過新的審計師和專注於蓬勃發展的人工智能市場進行了捲土重來。

The company's shares have skyrocketed 63% from their April lows, and recently touched a high of $45, showcasing the strong interest from investors.

該公司的股票從四月的低點飆升了63％，最近觸及了45美元的高價，展示了投資者的濃厚興趣。

Supermicro's partnership with Saudi Arabia is a long-term opportunity that could reshape the company's business trajectory and validate its positioning in the competitive AI infrastructure market. As the company navigates this new chapter, investors will be keeping an eye on whether this breakout has staying power or if profit-taking emerges at key resistance levels.

Supermicro與沙特阿拉伯的合作夥伴關係是一個長期的機會，可以重塑公司的業務軌跡，並驗證其在競爭性AI基礎設施市場中的地位。當公司在這一新章節中瀏覽時，投資者將密切關注此突破是否具有持久力，還是以關鍵阻力水平出現利潤。