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4.8 Markets Super Micro上调营收预期，股价涨17%。AI热潮带动戴尔、HPE及比特币上涨。分析师提醒关注现金流和库存。
Super Micro Computer公布2027财年第一季度初步业绩，远超市场预期，并将全年营收指引上调40亿美元至185亿至195亿美元。AI服务器解决方案的强劲需求推动公司盘后股价一度上涨17%，运营毛利率提升至12%至12.5%。 尽管业绩亮眼，分析师仍持谨慎态度，指出营收增长还需体现在现金流改善和库存稳定上。Super Micro的业绩上调也带动了戴尔和慧与（HPE）股价上涨。 此外，Super Micro和SpaceX的强劲业绩提振了AI相关交易情绪，推动比特币价格一度接近83,000美元。加密市场中，大型投资者活跃，新Token上市带来可观收益。
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