$SMCI · Verified Investing · 2026-11-04
SMCI 交出了非常好的财报数据，但受选举新闻压制，股价基本被压到持平；说话者会考虑在接近 28.66 的缺口回补处出现急跌时买入，并预计回调后会有反弹。
逐段跳播
SMCI，另一家数据中心机架公司，就是做这些机架、服务器机架之类的，之前是上涨的，现在基本回落到当天持平。这些财报其实都非常好，但因为选举的消息，很多都被压下来了，真是不可思议。
SMCI, another um data center rack company that that builds out these things, server racks, etc., was up and is now basically back flat on the day. I mean, amazing how these were all really good earnings reports, but because of the news of of the elections, a lot of them are getting, you know, tamped down here.
总的来说，如果 SMCI 出现抛售，我在 28.66 附近有一个缺口回补位。我会考虑在那里买入，因为这次的数字确实很好。这只股票之前涨了不少。所以我认为，回调时会出现反弹。
Overall, um, if SMCI flushes, I have a gap fill at around 28.66. I would consider a buy there because this was really good numbers. The stock was up significantly. So, I think you will get bounces on pullbacks.
这个频道对 $SMCI 的历次判断
Verified Investing 在这只股票上共 7 条判断，这里只列相邻的几条。