超微电脑上调季度展望：第一财季营收料达185亿至195亿美元，远超华尔街预期
圣何塞——SI服务器制造商超微电脑（Super Micro Computer）10月20日（周二）表示，受益于持续强劲的SI数据中心需求，公司预计第一财季营收与毛利率将远高于华尔街预期，消息推动其股价盘后大涨11.3%，并在10月21日盘前交易中再涨12.7%。
据路透社报道，超微电脑预计第一财季营收在185亿至195亿美元之间，高于伦敦证券交易所集团（LSEG）汇编的分析师平均预期152.3亿美元，也明显高于公司此前给出的145亿至155亿美元展望。公司同时预计毛利率在12%至12.5%之间，高于此前预期的10.4%至10.8%与分析师预期的10.15%，公司称主要原因是客户与产品组合的变化。
同业公司同步走高：戴尔（Dell）与慧与（HPE）10月21日盘前均上涨超过4%。路透社报道称，微软、谷歌、亚马逊与Meta等大型科技公司今年在SI基础设施上的支出预计超过7,000亿美元，超微电脑是这轮建设热潮的主要受益者之一。
此次上调展望发生在SI相关股票上周遭抛售之后：数据中心运营商CoreWeave股价与债券下滑、加上利率上升前景，引发外界对高负债运营商能否及时产生回报的担忧，CoreWeave正处于上周抛售的中心。
人事方面，超微电脑上周任命前西部数据高管马克·朗（Mark Long）为首席财务官；该公司在财务与会计实务受到审视的背景下，寻找这一人选已近两年。
Super Micro Lifts Quarterly Outlook: Revenue Seen at $18.5–$19.5 Billion, Well Above Estimates as SI Server Demand Surges
SAN JOSE — Super Micro Computer said on Tuesday, October 20, that it expects first-quarter revenue and gross margin well above Wall Street estimates, driven by relentless SI data centre demand. The outlook sent the server maker's shares up 11.3% in after-hours trading on Tuesday and a further 12.7% in premarket trading on Wednesday, October 21.
Super Micro expects revenue between $18.5 billion and $19.5 billion in the first quarter, compared with analysts' average estimate of $15.23 billion compiled by LSEG, and well above its own prior forecast of $14.5 billion to $15.5 billion, Reuters reported. The company also expects gross margins of 12% to 12.5%, versus a prior expectation of 10.4% to 10.8% and analysts' estimate of 10.15%, primarily due to customer and product mix.
Peers moved with it: Dell and Hewlett Packard Enterprise each gained over 4% before Wednesday's opening bell. Microsoft, Google, Amazon and Meta are expected to spend more than $700 billion on SI infrastructure this year, and firms such as Super Micro are among the biggest beneficiaries of the buildout, Reuters reported.
The forecast followed a selloff in SI-exposed shares last week, after data centre operator CoreWeave's stock and bond slide and prospects of higher interest rates triggered concerns that heavily indebted operators could take longer to generate returns; CoreWeave was at the centre of last week's selloff.
Super Micro last week appointed former Western Digital executive Mark Long as chief financial officer, nearly two years after beginning its search amid scrutiny of its financial and accounting practices.
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图片来源：图：美国国家能源研究科学计算中心（NERSC）数据中心内，技术人员在服务器机架旁作业（资料图）。照片：NERSC，CC0，经Wikimedia Commons。A technician works on a server rack at the NERSC data center in the United States (file photo). Photo: NERSC, CC0, via Wikimedia Commons.
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