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AI妖股 Supermico 美超微除了營收年增103%爆棚至36.6億遠超預期32.58億外，2024Q1的營收37-41億也遠超預期的29.85億，換算年增204%。EPS 5.2-6.01 遠高於預期的3.84，年增約253%。 @IEObserve 國際經濟觀察
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AI妖股 Supermico 美超微除了營收年增103%爆棚至36.6億遠超預期32.58億外，2024Q1的營收37-41億也遠超預期的29.85億，換算年增204%。EPS 5.2-6.01 遠高於預期的3.84，年增約253%。

全年展望更從100-110億上修38%至143-147億，換算年增104%。

$SMCI 在AI大浪上現在依舊供不應求「本季我們繼續獲得新客戶，但我們最大的客戶占我們收入的比例更大。AI的繁榮即使不會持續很多年，也將持續許多季度，我們看到了數年甚至數十年的需求。

我們有大量積壓訂單，而且還在增加，目前供不應求。新技術迅速湧現，我們的優勢是我們首先將這些技術推向市場，隨著我們產能的不斷增長，我們已經做好了成長的準備。」

IEObserve 國際經濟觀察
AI妖股 Supermico 美超微除了營收年增103%爆棚至36.6億遠超預期32.58億外，2024Q1的營收37-41億也遠超預期的29.85億，換算年增204%。EPS 5.2-6.01 遠高於預期的3.84，年增約253%。

全年展望更從100-110億上修38%至143-147億，換算年增104%。

$SMCI 在AI大浪上現在依舊供不應求「本季我們繼續獲得新客戶，但我們最大的客戶占我們收入的比例更大。AI的繁榮即使不會持續很多年，也將持續許多季度，我們看到了數年甚至數十年的需求。

我們有大量積壓訂單，而且還在增加，目前供不應求。新技術迅速湧現，我們的優勢是我們首先將這些技術推向市場，隨著我們產能的不斷增長，我們已經做好了成長的準備。」
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Should You Buy Bitcoin?

In general, many financial experts support their clients’ desire to buy cryptocurrency, but they don’t recommend it unless clients express interest. “The biggest concern for us is if someone wants to invest in crypto and the investment they choose doesn’t do well, and then all of a sudden they can’t send their kids to college,” says Ian Harvey, a certified financial planner (CFP) in New York City. “Then it wasn’t worth the risk.” The speculative nature of cryptocurrency leads some planners to recommend it for clients’ “side” investments. “Some call it a Vegas account,” says Scott Hammel, a CFP in Dallas. “Let’s keep this away from our real long-term perspective, make sure it doesn’t become too large a portion of your portfolio.” In a very real sense, Bitcoin is like a single stock, and advisors wouldn’t recommend putting a sizable part of your portfolio into any one company. At most, planners suggest putting no more than 1% to 10% into Bitcoin if you’re passionate about it. “If it was one stock, you would never allocate any significant portion of your portfolio to it,” Hammel says.

AI妖股 Supermico 美超微除了營收年增103%爆棚至36.6億遠超預期32.58億外，2024Q1的營收37-41億也遠超預期的29.85億，換算年增204%。EPS 5.2-6.01 遠高於預期的3.84，年增約253%。

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