美股異動丨超微電腦跌近9%創年內新低,停牌或退市可能性增加
延續昨日跌勢,超微電腦(SMCI.US)今日盤中再度走低,一度跌近9%,報26.51美元,股價創年內新低。超微電腦此前表示,審計機構安永在審計期間辭職。知名分析師郭明錤撰文稱,根據經驗,審計機構辭任是一個嚴重的信號,超微電腦面臨停牌或退市等最壞情況的可能性正在增加。這將間接削弱超微的競爭力,給其生存帶來巨大挑戰,尤其是其競爭對手都是資金雄厚、資源豐富的大廠商。郭明錤稱,雖然超微在AI服務器行業的影響力已經減弱(他們在GB200量產方面落後富士康和廣達3-6個月),但該公司仍然保持着堅實的AI服務器設計和製造能力。如果我的分析正確,公司的高管團隊或董事可能會發生重大調整。進一步的企業整合也不是沒有可能,AMD收購ZT Systems就是一個先例。(格隆匯)

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