近期AI硬件股承压，超微电脑的初步业绩更新改变了市场情绪。其营收同比或增长279%，毛利率也超过此前指引。不过市场对高额AI投资能否持续获得回报的疑问依然存在。(Historical earnings: For fiscal year 20 | Hanami
近期AI硬件股承压，超微电脑的初步业绩更新改变了市场情绪。其营收同比或增长279%，毛利率也超过此前指引。不过市场对高额AI投资能否持续获得回报的疑问依然存在。(Historical earnings: For fiscal year 2026 (period ended 2026-06-30), Super Micro Computer reported basic EPS of 3.65, diluted EPS of 3.26, and net income of USD 2.230 billion.
Consensus expectations: For the next upcoming period 2026-09-30 (event date 2026-11-03), consensus EPS is 0.94; no consensus revenue is available.)