以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Super Micro Computer
17 atoms · 跨 8 天 · 首见 2026-04-28 · 最近 2026-07-01
三色: 🟦 fact 15 · 🟥 take 2 · stance ▲5/▼2/◆7
来源: X 16 · News 1
时态: fresh:14 · aging:3
标签: 好信源:9 · 好观点:7 · 好数字:5
叙事 (narrative) (2)
- 2026-05-23 · 希望 SMCI 加强合规
He said he hopes Super Micro Computer will strengthen its compliance framework.
tags: 好观点 · → daily
- 2026-05-23 · 合规框架强化期望
He said he hopes Super Micro Computer will strengthen its compliance framework.
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-05-23 · 预计明年快速增长
He also expects the company to continue growing rapidly next year.
tags: 好观点 · → daily
立场 (position) (3)
- 2026-06-13
[老化中] · Goldman purchase price
Goldman et al did due diligence with info not available to us and purchased at ~$27, so I expect that this is the floor.
tags: 好数字·好信源 · → daily
value: qty=~$27
- 2026-06-13
[老化中] · risk assessment
Counting in risks for more fraud allegations and other shenanigans? Not low enough.
tags: 好观点 · → daily
- 2026-06-13
[老化中] · buyout scenario
That would probably be the best scenario for the shareholders. Bought by Dell.
tags: 好观点 · → daily
事实 (fact) (11)
- 2026-06-23 ⭐ · 向 Argentum AI 投资金额
The company is backed by Super Micro Computer, which has invested $100 million through a convertible note.
tags: 好数字·好信源 · → daily
value: qty=$100M
- 2026-06-09 · 融资目标金额
Super Micro Computer aims to raise $7B in a series of equity and equity-linked financing transactions
tags: 好数字·好信源 · → daily
value: qty=$7B
- 2026-06-13 · product generation
1 generation old at least. My hosting business thrives on 1-2 gen old SuperMicro.
tags: 好观点·好信源 · → daily
- 2026-06-09 · 文件提交
SUPER MICRO COMPUTER FILES FOR MIXED SHELF OFFERING OF UNDISCLOSED SIZE.
tags: 好信源 · → daily
value: qty=未披露规模
- 2026-06-09 · 股权及股权挂钩融资规模
SUPER MICRO PLANS $7 BILLION IN EQUITY, EQUITY-LINKED FINANCING
tags: 好数字 · → daily
value: qty=$7 billion · date=plan
- 2026-05-11 · FY26 净销售额展望
SUPER MICRO COMPUTER FY26 OUTLOOK: SEES NET SALES USD 38.9-40.4 BLN (EST USD 40.31 BLN)
tags: 好数字 · → daily
value: qty=USD 38.9-40.4 Bln · date=FY26
- 2026-05-11 · 任命 Vik Malyala 为首席商务官
NAMES VIK MALYALA AS CHIEF BUSINESS OFFICER
tags: 好信源 · → daily
- 2026-07-01 · employees detained
Taiwanese prosecutors detained two Super Micro Computer employees following a raid of the US company’s local offices earlier this week over alleged shipments of Nvidia chips to China
tags: 好信源 · → daily
- 2026-06-30 · 台湾分公司遭搜索
美超微台湾分公司因AI伺服器销往陆港澳地区遭基隆地检署搜索
tags: 好信源 · → daily
- 2026-06-09 · 融资用途
to fund its component purchases to satisfy AI orders
tags: 好信源 · → daily
value: direction=to fund its component purchases to satisfy AI orders
- 2026-04-28 · 数据中心业务发展状态
SUPERMICRO IS GROWING ITS DATA CENTER BUILDING BLOCK SOLUTIONS.
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-07-01 ·
fact · employees detained · → daily
- 2026-06-30 ·
fact · 台湾分公司遭搜索 · → daily
- 2026-06-23 ·
fact · 向 Argentum AI 投资金额 · → daily
- 2026-06-13 ·
position · risk assessment · → daily
- 2026-06-13 ·
position · buyout scenario · → daily
- 2026-06-13 ·
position · Goldman purchase price · → daily
- 2026-06-13 ·
fact · product generation · → daily
- 2026-06-09 ·
fact · 文件提交 · → daily
- 2026-06-09 ·
fact · 股权及股权挂钩融资规模 · → daily
- 2026-06-09 ·
fact · 融资目标金额 · → daily
- 2026-06-09 ·
fact · 融资用途 · → daily
- 2026-05-23 ·
narrative · 希望 SMCI 加强合规 · → daily
- 2026-05-23 ·
forecast · 预计明年快速增长 · → daily
- 2026-05-23 ·
narrative · 合规框架强化期望 · → daily
- 2026-05-11 ·
fact · FY26 净销售额展望 · → daily
- 2026-05-11 ·
fact · 任命 Vik Malyala 为首席商务官 · → daily
- 2026-04-28 ·
fact · 数据中心业务发展状态 · → daily
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