Supermicro（SMCI）股票火箭弹40％，占200亿美元的沙特数据中心交易

超级微型计算机的股票本周已上升，仅在几次交易中获得了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.

超级微型计算机股票（NASDAQ：SMCI）在周三飙升了16％，随着服务器制造商的股票价格继续升温，本周继续进行大规模集会。

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.

该股票加速超过200天移动平均线后，股票收于45美元。在过去的几次交易中，SMCI股票现在已上涨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的几个月波动率之后，令人印象深刻的收益得出。在会计麻烦之后，该股票一直在狂野骑行，这几乎导致了纳斯达克股票。

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

尽管面临这些挑战，但自今年年初以来，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.

发生的事情：SMCI股票比四月低点反弹63％。股票价格上涨的最新催化剂是宣布与沙特数据中心巨头Datavolt建立200亿美元的多年合作伙伴关系。该交易于周二晚宣布。

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.

该合作伙伴关系将在该地区的超大校园内部署GPU平台和机架系统。该合作伙伴关系标志着Supermicro的全球足迹的重大扩展。

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.

此举也发生在唐纳德·特朗普总统开始为期四天的中东之旅。除Supermicro外，NASDAQ：NVDA）和AMD（NASDAQ：AMD）还宣布了与王国公司的伙伴关系。

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.

该合作伙伴关系还带有技术突破。周一，SMCI的股票超过了楔形图案下降的上层趋势线。随后，该股票在周二的会议上加速了其200天移动平均水平。

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

周二的举动发生在2月下旬以来的最高交易量，这可能表明从较大的市场参与者那里购买了浓厚的购买兴趣。

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

相对强度指数也证实了看涨的价格势头。 RSI正接近超买的水平，这可能会导致短期撤退。

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.

交易者正在将心理$ 50的水平视为第一个间接费用区域。该水平还与去年八月的秋千和十月合并期的上范围相吻合。

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.

如果股票可以关闭50美元以上，那么下一个目标将约为63美元。该区域与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.

对于潜在回波，35美元的水平可以提供初始支持。该级别与周一的突破点保持一致，并且对应于延伸到去年10月的价格动作。

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

较低的支持位于26美元左右，距离早期的秋千低点，可以为长期投资者提供机会。

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

相关链接：与沙特阿拉伯合作后，Supermicro A购买是买入吗？

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.

这是如此重要的是：华尔街分析师的热情也可能激发了超级音乐的集会。雷蒙德·詹姆斯（Raymond James）最近以跑赢大盘和41美元的价格目标开始对公司的报道。

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

这家分析师公司称Supermicro为“ AI优化基础设施的市场领导者”，其定价能力与同行相比有利。

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除了看涨案例，它已经开始运送由AMD最新的EPYC 4005芯片提供动力的高密度服务器。此举增加了公司在AI领域的硬件故事。

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。最近的股票升级可能与短暂的挤压部分有关。

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

该股票仍然比其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.

尽管该公司表示已解决其会计问题，但审计师BDO截至2024年6月，对内部控制发表了不利的意见。

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）股票再次成为头条新闻，因为它们继续从早期的低点恢复出色。服务器技术提供商在沙特阿拉伯建立了大规模的合作伙伴关系，标志着公司轨迹的一个重大转折点。

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.

尽管由于会计问题，今年早些时候从纳斯达克脱颖而出，几乎被迫破产，但Supermicro还是通过新的审计师和专注于蓬勃发展的人工智能市场进行了卷土重来。

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

该公司的股票从四月的低点飙升了63％，最近触及了45美元的高价，展示了投资者的浓厚兴趣。

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与沙特阿拉伯的合作伙伴关系是一个长期的机会，可以重塑公司的业务轨迹，并验证其在竞争性AI基础设施市场中的地位。当公司在这一新章节中浏览时，投资者将密切关注此突破是否具有持久力，还是以关键阻力水平出现利润。