$SMCI 全部观点 · 美股听风

Verified Investing发布 2026-08-30

《3 Golden & Death Cross Trade Setups (SMCI, DUOL, QCOM)》

所以，在 SMCI 上，我们正在关注一个潜在的黄金交叉。你可以在周五看到，看那个，50 日均线正在测试 200 日均线，如果它翻转，形成那个黄金交叉，倾向于一个不错的上涨。

So, on SMCI, we are looking at a potential golden cross. You can see on Friday, look at that, the uh 50 SMA is testing that 200 SMA, and if it flips, creating that golden cross, favoring a nice move higher.

现在，如果 SMCI 能够推高，你在寻找入场点，你进入。那么，我在 SMCI 上关注的下一两个阻力位在哪里？第一个，砰，就在这里。42.31。那是就在前几天，8 月 13 日星期四的高枢轴点。

看原视频02:35

Chip Stock Investor发布 2026-08-14

《Everyone's Bullish on SMCI Again — Here's the Catch》

$SMCI看跌

SMCI面临结构性逆风，包括低毛利率（<11%）、价格竞争以及资本结构（优先股/债务）限制了股东价值创造。

为了明确我们今天讨论的对象，我们谈论的是 Super Micro Computer。几年前，当我们在2023年和2024年报道它时，我们对SMCI持批评态度。我们放弃了它，而且，该股在2024年下半年暴跌，此后从未真正有意义地回升。

And just to pin a name to this, we're talking about Super Micro Computer today. A few years ago, when we covered it in 2023 and 2024 we were critical of SMCI. We passed on it, and, well, the stock price tanked the second half of 2024, and never really meaningfully came back since then.

所以让我们来看看 Super Micro 的情况，因为我们看到一些迹象表明这只股票将再次被炒作。如果你回想一下仅仅几个月前，也就是六月份，他们提出了这笔70亿美元的股权和股权挂钩融资交易，为AI订单提供资金。

So let's go ahead and take a look at what's going on with Super Micro, because we're seeing some signs that this stock is going to get pumped here again. And if you think back to just a couple of months ago, back in June, they proposed this $7 billion equity and equity-linked financing transactions to fund AI orders.

看原视频00:15