超级微型计算机（SMCI）以买入评级和41美元的价格目标分享Raymond James启动的16％

超级微型计算机（SMCI）周二股价飙升了16％，在雷蒙德·詹姆斯分析师（Raymond James Analysts）以“买入”评级和41美元的价格目标启动覆盖范围后，收盘价为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）以买入评级和41美元的价格目标启动了超级微型计算机（NASDAQ：SMCI）的报道。

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.

发生了什么事：雷蒙德·詹姆斯（Raymond James）分析师以买入评级和41美元的价格目标启动了超级微型计算机（NASDAQ：SMCI）股份的报道，这表明该股票的最后一次收盘价具有0.5％的上涨空间。

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·利奥波德（Simon Leopold）领导的分析师强调了超级微型在“ AI优化基础设施”中的强大地位，该基础设施现在约占公司收入的70％。这种重点有助于超级微型捕获品牌服务器制造商之间的市场份额。

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

分析师指出，超级微型在较大的竞争对手之间唯一地定位。

“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.

分析师解释说：“ SMCI站在更广泛的IT提供商之间（例如Dell Technologies（Dell）和HP Enterprise（HPE），它们也具有更广泛的企业服务）和合同制造商（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.

这使超级微型可以将大规模的制造能力与灵活的工程领导的解决方案相结合。在当今快速发展的AI硬件市场中，这种混合方法变得越来越有价值。

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.

该报告进一步指出，Super Micro估计占AI总平台市场的9％。它在AI基础设施领域的品牌参与者中也有大约31％的市场份额。

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不提供较大竞争对手可获得的咨询或融资选项。但是，它提供高度定制和性能的硬件的能力一直是其市场成功的关键因素。

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.

该公司的专业化是在对高度AI基础设施的需求激增的时候，即将推出NVIDIA（NASDAQ：NVDA）Blackwell芯片可能是Super Micro业务的另一个增长驱动力。

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.

尽管有这些积极性，雷蒙德·詹姆斯（Raymond James）承认，与较大的竞争对手相比，超级微观面临一些挑战，包括与产品混合转变相关的收入和收入波动和有限的企业服务。

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.

最近的事态发展：超级微型股票在周二飙升了16％，持续了服务器解决方案提供商的一天。在过去的一年中，该股票经历了91个价格的转移超过5％。

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

周一，由于更广泛的市场集会，SMCI股价上涨了6.1％。市场乐观遵循美国 - 中国贸易关系的发展。

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%.

本周早些时候，两国同意暂停90天的关税。该交易还将美国对中国商品的关税降低到30％，中国对美国进口的关税至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.

这种贸易开发为超级微型“呼吸空间重置库存和供应连锁店的公司都为公司提供了。”但是，特朗普总统澄清说，如果在90天期间没有达成全额交易，关税可能会提高。

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年初以来，超级微型股票现已飙升29.5％。但是，每股38.92美元，它仍低于其52周高点95.24美元的59.1％，该高点在2024年5月触及。

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

对于那些具有长期观点的人来说，五年前的超级微型股票的1,000美元投资现在价值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.

为什么重要的是：由于许多行业分析师都看到企业软件股票利用AI功能作为2024年及以后的潜在市场领导者，因此Super Micro的硬件重点使其有益。

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

该公司的股票直接发挥了对技术需求的迅速扩展。

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）的报道启动是在机构增加其在超级微型股票中的看涨的时候。

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，对冲基金的13F申请显示了超级微型计算机股份的重大新职位。该基金管理大量投资组合，已成为公司的著名投资者。

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.

根据最近向美国证券交易委员会提交的13F文件，对冲基金透露，在截至6月30日的三个月中，它已获得了超级微型计算机（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.

该文件表明该基金现在持有大量的超级股票，使其成为其投资组合中的最高股份。

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.

考虑到该基金的投资策略以及对技术领域的兴趣，超级微型计算机的新位置是一个值得注意的发展。

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.

接下来的事情：雷蒙德·乔布斯（Raymond Jobs）预计，超级微观的美国运营不断扩大，预计收入增长超过25％（复合年增长率），以支持进一步的股价上涨。

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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）启动了超级微型计算机（NASDAQ：SMCI）股票的覆盖范围，其股票评级为41美元，其目标价为41美元，这表明潜力为0。