{"id":7271,"date":"2024-08-09T01:44:01","date_gmt":"2024-08-08T17:44:01","guid":{"rendered":"https:\/\/tenten.co\/blog\/?p=7271"},"modified":"2024-08-09T01:51:52","modified_gmt":"2024-08-08T17:51:52","slug":"smci-stock-q4-super-micro","status":"publish","type":"post","link":"https:\/\/tenten.co\/blog\/investment\/smci-stock-q4-super-micro\/","title":{"rendered":"\u8d85\u5fae\u96fb\u8166 Q4 \u5206\u6790\uff1a Nvidia \u53cd\u5f39\u80fd\u5426\u5728\u6b64\u5171\u632f\uff1f"},"content":{"rendered":"<p>\u767c\u4f48\u672c\u6587\u6642 SMCI &#8211; Super Micro \u7684\u80a1\u50f9\u7d04 $516<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/ENtomkC.png\" alt=\"\" \/><\/p>\n<h2><a id=\"%E6%A6%82%E6%8B%AC\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u6982\u62ec<\/h2>\n<ul>\n<li>\u5728\u767c\u5e03\u4ee4\u4eba\u5931\u671b\u7684\u516c\u544a\u5f8c\uff0cSuperMicro \u7684\u80a1\u50f9\u5728\u4ea4\u6613\u65e5\u5167\u4e0b\u8dcc\u4e86 20%\uff0c\u9019\u662f 3 \u6708\u8d85\u8cb7\u6c34\u6e96\u66f4\u5ee3\u6cdb\u4e0b\u8dcc\u7684\u4e00\u90e8\u5206\u3002<\/li>\n<li>\u7531\u65bc\u5c0d\u7372\u5229\u80fd\u529b\u548c\u5e02\u5834\u9810\u671f\u7684\u64d4\u6182\uff0c\u6234\u723e\u80a1\u50f9\u4e5f\u7d93\u6b77\u4e86\u5927\u5e45\u56de\u8abf\uff0c\u8f03\u6b77\u53f2\u9ad8\u9ede\u4e0b\u8dcc\u4e86\u7d04 52%\u3002<\/li>\n<li>\u6234\u723e\u548c\u8d85\u5fae\u76ee\u524d\u7684\u4f30\u503c\u90fd\u5f88\u4fbf\u5b9c\uff0c\u672a\u4f86\u6709\u5927\u5e45\u6210\u9577\u7684\u6f5b\u529b\u3002\u6234\u723e\u88ab\u8996\u70ba\u66f4\u5b89\u5168\u7684\u6295\u8cc7\u9078\u64c7\u3002<\/li>\n<li>\u6211\u662f NancyP\uff0c\u6295\u8cc7\u8005\u548c\u8ca1\u7d93\u4f5c\u5bb6\u3002\u6211\u7d93\u71df<a href=\"https:\/\/www.semicom.org\/\">\u534a\u5c0e\u9ad4\u8cc7\u8a0a\u7db2\u7ad9 Semicom<\/a> \uff0c\u5c08\u6ce8AI\u8207\u534a\u5c0e\u9ad4\u5e02\u5834\u9818\u57df\u4e26\u5206\u4eab\u591a\u5143\u5316\u6295\u8cc7\u7d44\u5408\u7684\u7b56\u7565\u3002<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/bNFApof.jpeg\" alt=\"IT technician fixing an outage on a network server\" \/><\/p>\n<p>SuperMicro\uff08 NASDAQ\uff1a SMCI \uff09\u7684\u80a1\u7968\uff08\u53c8\u7a31 SMCI\uff09\u5728\u767c\u5e03\u300c\u597d\u58de\u53c3\u534a\u7684\u7372\u5229\u300d\u516c\u544a\u5f8c\uff0c\u80a1\u50f9\u5728\u4e00\u500b\u4ea4\u6613\u65e5\u5167\u4e0b\u8dcc\u4e86 20%\u3002\u6700\u65b0\u7684\u4e0b\u8dcc\u53ea\u662f\u53bb\u5e74\u4e09\u6708\u9054\u5230\u9ad8\u5ea6\u8d85\u8cb7\u6c34\u6e96\u5f15\u767c\u7684\u66f4\u5ee3\u6cdb\u4e0b\u8dcc\u7684\u5ef6\u4f38\u3002\u5f9e\u9ad8\u5cf0\u5230\u4f4e\u8c37\uff0cSMCI \u5df2\u4e0b\u8dcc\u7d04 60%\uff0c\u5f9e\u9ad8\u65bc 1,200 \u7f8e\u5143\u7684 ATH \u8dcc\u81f3\u4eca\u5929\u7684\u4f4e\u65bc 500 \u7f8e\u5143\u3002<\/p>\n<h4><a id=\"%C2%A0smci-1%E5%B9%B4%E6%9C%9F%E5%9C%96%E8%A1%A8\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0SMCI 1 \u5e74\u671f\u5716\u8868<\/h4>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/8\/48200183-17231089786377425_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/JSoudfH.png\" alt=\"SMCI\" \/><\/a><\/p>\n<p>SMCI \u5df2\u7d93\u56de\u5831\u4e86\u4eca\u5e74\u5e74\u521d\u5927\u5e45\u4e0a\u6f32\u6240\u53d6\u5f97\u7684\u5927\u90e8\u5206\u6536\u76ca\u3002\u6211\u5011\u6b63\u5728\u770b\u5230\u4e00\u5834\u5de8\u5927\u7684\u8f49\u8b8a\u3002 SMCI \u5728 2 \u6708\u30013 \u6708\u548c 4 \u6708\u8655\u65bc\u6975\u5ea6\u8d85\u8cb7\u72c0\u614b\uff0c\u800c\u73fe\u5728 SMCI \u8655\u65bc\u56b4\u91cd\u8d85\u8ce3\u72c0\u614b\u3002\u8a72\u80a1\u5df2\u9023\u7e8c\u56db\u500b\u591a\u6708\u8655\u65bc\u4e0b\u8dcc\u8da8\u52e2\uff0c\u76ee\u524dRSI\u63a5\u8fd120\uff0c\u6050\u614c\u6027\u62cb\u552e\u6c23\u6c1b\u7030\u6f2b\uff0c\u5176\u4ed6\u6280\u8853\u6307\u6a19\u986f\u793aSMCI\u8655\u65bc\u9ad8\u5ea6\u8d85\u8ce3\u72c0\u614b\u3002\u800c\u4e14\uff0c\u5b83\u4e0d\u50c5\u50c5\u662f SMCI\u3002\u53e6\u4e00\u4f4d\u786c\u9ad4\u4eba\u5de5\u667a\u6167\u9818\u5c0e\u8005\u6234\u723e\u5e7e\u500b\u6708\u4f86\u4e00\u76f4\u627f\u53d7\u8457\u5de8\u5927\u7684\u58d3\u529b\u3002<\/p>\n<h4><a id=\"%C2%A0%E6%88%B4%E7%88%BE1%E5%B9%B4%E5%9C%96%E8%A1%A8\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0\u6234\u723e 1 \u5e74\u5716\u8868<\/h4>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/8\/48200183-17231093740747416_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/fZAaMuQ.png\" alt=\"DELL\" \/><\/a><\/p>\n<p>\u6234\u723e\uff08 NYSE\uff1a DELL \uff09\u7d93\u6b77\u4e86\u76f8\u7576\u5927\u7684\u56de\u6a94\u3002\u8a72\u80a1\u8f03\u5176\u6700\u9ad8\u80a1\u50f9\u4e0b\u8dcc\u7d04 52%\u3002\u4e0b\u964d\u5e45\u5ea6\u975e\u5e38\u986f\u8457\uff0c\u800c\u4e14\u8870\u9000\u7684\u5e45\u5ea6\u6bd4\u8a31\u591a\u4eba\u60f3\u50cf\u7684\u9084\u8981\u56b4\u91cd\u3002\u4e0a\u500b\u6708\uff0c\u6234\u723e\u7684\u80a1\u50f9\u76f4\u7dda\u4e0b\u8dcc\uff0c\u5f9e 150 \u7f8e\u5143\u5de6\u53f3\u8dcc\u81f3 90 \u7f8e\u5143\u4ee5\u4e0b\u3002 RSI\u4e5f\u903c\u8fd120\uff0c\u6280\u8853\u72c0\u6cc1\u6df1\u5ea6\u8d85\u8ce3\u3002<\/p>\n<h3><a id=\"%E6%88%B4%E7%88%BE%E5%92%8Csmci%E5%87%BA%E4%BA%86%E4%BB%80%E9%BA%BC%E5%95%8F%E9%A1%8C%EF%BC%9F\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u6234\u723e\u548c SMCI \u51fa\u4e86\u4ec0\u9ebc\u554f\u984c\uff1f<\/h3>\n<p>\u6234\u723e\u548cSMCI\u7b49\u80a1\u7968\u51fa\u4e86\u4ec0\u9ebc\u554f\u984c\uff1f\u9019\u5169\u5bb6\u516c\u53f8\u61c9\u8a72\u662f\u4eba\u5de5\u667a\u6167\u786c\u9ad4\u7684\u9818\u5c0e\u8005\u3002\u7136\u800c\uff0c\u4ed6\u5011\u7684\u80a1\u7968\u8868\u73fe\u5f97\u5c31\u50cf\u597d\u6642\u5149\u5373\u5c07\u7d50\u675f\u3002\u6709\u4eba\u64d4\u5fc3\u4eba\u5de5\u667a\u6167\u5468\u570d\u7684\u5143\u7d20\u6b63\u8655\u65bc\u6ce1\u6cab\u4e4b\u4e2d\u3002\u6b64\u5916\uff0c\u8fd1\u671f\u7684\u9ad8\u5229\u6f64\u6642\u671f\u662f\u5426\u6703\u6301\u7e8c\u4e0b\u53bb\uff0c\u9084\u662f\u50c5\u50c5\u63d0\u4f9b\u4e00\u500b\u66ab\u6642\u7684\u6a5f\u6703\uff0c\u4e5f\u5b58\u5728\u4e0d\u78ba\u5b9a\u6027\u3002\u6b64\u5916\uff0c\u5e02\u5834\u7684\u671f\u671b\u6975\u9ad8\uff0c\u800c\u300c\u597d\u58de\u53c3\u534a\u7684\u7d50\u679c\u300d\u6839\u672c\u7121\u6cd5\u964d\u4f4e\u9019\u7a2e\u671f\u671b\u3002<\/p>\n<p>\u5118\u7ba1\u5982\u6b64\uff0c\u5927\u90e8\u5206\u4eba\u5de5\u667a\u6167\u7092\u4f5c\u5df2\u7d93\u88ab\u6234\u723e\u3001SMCI \u548c\u5176\u4ed6\u512a\u8cea\u4eba\u5de5\u667a\u6167\u516c\u53f8\u7684\u4f30\u503c\u6240\u524a\u5f31\u3002\u4f8b\u5982\uff0c\u4e0b\u8dcc\u5f8c\uff0cSMCI \u7684\u4ea4\u6613\u50f9\u683c\u7d04\u70ba\u660e\u5e74 EPS \u9810\u671f\u7684\u5341\u500d\uff0c\u9019\u5f88\u4fbf\u5b9c\u3002\u6b64\u5916\uff0cSMCI \u7684\u4ea4\u6613\u50f9\u683c\u4f4e\u65bc\u4e00\u6b21\u6027\u9060\u671f\u92b7\u552e\uff0c\u800c\u4e00\u6b21\u6027\u9060\u671f\u92b7\u552e\u4e5f\u5f88\u4fbf\u5b9c\u3002<\/p>\n<h3><a id=\"%C2%A0smci%E6%AF%8F%E8%82%A1%E7%9B%88%E9%A4%98%E5%B0%8D%E6%AF%94%E4%BC%B0%E8%A8%88\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0SMCI \u6bcf\u80a1\u76c8\u9918\u5c0d\u6bd4\u4f30\u8a08<\/h3>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/8\/48200183-17231101224393303_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/V9GIF27.png\" alt=\"EPS vs estimates\" \/><\/a><\/p>\n<h4><a id=\"eps%E8%88%87%E9%A0%90%E4%BC%B0\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>EPS \u8207\u9810\u4f30<\/h4>\n<p>\u666e\u904d\u4f30\u8a08 2025 \u8ca1\u5e74\u6bcf\u80a1\u6536\u76ca\u7d04\u70ba 35 \u7f8e\u5143\uff0c2026 \u8ca1\u5e74\u6bcf\u80a1\u6536\u76ca\u7d04\u70ba 45 \u7f8e\u5143\u3002<\/p>\n<h3><a id=\"%C2%A0%E6%88%B4%E7%88%BE%E6%AF%8F%E8%82%A1%E7%9B%88%E9%A4%98%E5%B0%8D%E6%AF%94%E4%BC%B0%E8%A8%88\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0\u6234\u723e\u6bcf\u80a1\u76c8\u9918\u5c0d\u6bd4\u4f30\u8a08<\/h3>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/8\/48200183-1723110475511856_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/BbEhB4b.png\" alt=\"EPS vs estimates\" \/><\/a><\/p>\n<h5><a id=\"eps%E8%88%87%E9%A0%90%E4%BC%B0\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>EPS \u8207\u9810\u4f30<\/h5>\n<p>\u96d6\u7136\u660e\u5e74\u7684\u5e02\u5834\u666e\u904d\u9810\u671f\u70ba 9.36 \u7f8e\u5143\u5de6\u53f3\uff0c\u4f46\u6234\u723e\u7684\u8868\u73fe\u53ef\u80fd\u6703\u66f4\u597d\u3002\u666e\u904d\u9810\u671f\u53ef\u80fd\u8f03\u4f4e\uff0c\u6234\u723e\u660e\u5e74\u7684\u6bcf\u80a1\u76c8\u9918\u53ef\u80fd\u70ba 10 \u81f3 11 \u7f8e\u5143\u3002\u6234\u723e\u7684\u80a1\u50f9\u76ee\u524d\u4f4e\u65bc 90 \u7f8e\u5143\uff0c\u986f\u793a\u5176\u9060\u671f\u672c\u76ca\u6bd4\u50c5\u70ba 8-9\uff0c\u975e\u5e38\u4fbf\u5b9c\u3002\u6234\u723e\u64c1\u6709\u53ef\u89c0\u7684\u6210\u9577\u524d\u666f\uff0c\u4e0d\u61c9\u4ee5\u4f4e\u65bc 10 \u7684\u50f9\u503c\u9677\u9631\u500d\u6578\u9032\u884c\u4ea4\u6613\u3002<\/p>\n<h3><a id=\"%E6%88%B4%E7%88%BEvs%E3%80%82-smci%E5%9C%A8%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%B8%82%E5%A0%B4\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u6234\u723eVS\u3002 SMCI \u5728\u4f3a\u670d\u5668\u5e02\u5834<\/h3>\n<p>\u6234\u723e\u662f\u5168\u7403\u4f3a\u670d\u5668\u5e02\u5834\u7684\u9818\u5c0e\u8005\uff0c\u63a7\u5236\u8457\u7d0420%\u7684\u5e02\u5834\u4efd\u984d\u3002 AI \u4f3a\u670d\u5668\u5e02\u5834\u9810\u8a08\u5c07\u5728 2027 \u5e74\u6210\u9577\u81f3 \\(150B \u5de6\u53f3\uff0c\u9060\u9ad8\u65bc\u6700\u8fd1\u7684 \\)30B \u92b7\u552e\u984d\u3002\u56e0\u6b64\uff0cSMCI\u548c\u6234\u723e\u5728\u9019\u65b9\u9762\u9084\u6709\u5f88\u5927\u7684\u767c\u5c55\u7a7a\u9593\u3002\u5c0d\u65bc SMCI \u4f86\u8aaa\uff0c\u597d\u6d88\u606f\u662f\u5176\u7e3d\u6536\u5165\u7684\u5f88\u5927\u4e00\u90e8\u5206\u4f86\u81ea\u4eba\u5de5\u667a\u6167\u76f8\u95dc\u7684\u4f3a\u670d\u5668\u92b7\u552e\u3002\u6234\u723e\u64c1\u6709\u9f90\u5927\u7684\u96fb\u8166\u696d\u52d9\uff0c\u800c\u4eba\u5de5\u667a\u6167\u4f3a\u670d\u5668\u5728\u5176\u6536\u5165\u4e2d\u6240\u4f54\u7684\u4efd\u984d\u5247\u5c0f\u5f97\u591a\u3002<\/p>\n<p>\u5118\u7ba1\u5982\u6b64\uff0c\u6234\u723e\u9084\u662f\u4e00\u5bb6\u898f\u6a21\u66f4\u5927\u3001\u66f4\u6210\u719f\u7684\u516c\u53f8\uff0c\u5f88\u65e9\u5c31\u660e\u667a\u5730\u9032\u5165\u4e86\u4eba\u5de5\u667a\u6167\u9818\u57df\uff0c\u5efa\u7acb\u4e86\u8a31\u591a\u91cd\u8981\u7684\u5408\u4f5c\u95dc\u4fc2\u3002\u6b64\u5916\uff0c\u6234\u723e\u61c9\u8a72\u53d7\u76ca\u65bc\u5176\u5728\u898f\u6a21\u3001\u6548\u7387\u3001\u5229\u6f64\u7a69\u5b9a\u6027\u7b49\u65b9\u9762\u7684\u5de8\u5927\u5730\u4f4d\u3002\u6234\u723e\u662f\u66f4\u4fbf\u5b9c\u3001\u66f4\u5b89\u5168\u7684\u80a1\u7968\u3002\u96d6\u7136 SMCI \u53ef\u80fd\u6703\u5e36\u4f86\u66f4\u591a\u7684\u8208\u596e\u548c\u66f4\u9ad8\u7684\u98a8\u96aa\/\u56de\u5831\u6f5b\u529b\uff0c\u4f46\u8207 SMCI \u76f8\u6bd4\uff0c\u6211\u66f4\u559c\u6b61\u64c1\u6709\u6234\u723e\uff0c\u9019\u5c31\u662f\u70ba\u4ec0\u9ebc\u6211\u5728\u6234\u723e\u64c1\u6709\u66f4\u91cd\u8981\u7684\u5730\u4f4d\u3002<\/p>\n<h3><a id=\"%C2%A0smci%E7%9A%84%E7%B5%90%E6%9E%9C%E5%A5%BD%E5%A3%9E%E5%8F%83%E5%8D%8A\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0SMCI \u7684\u7d50\u679c\u597d\u58de\u53c3\u534a<\/h3>\n<p>SMCI \u7684\u696d\u7e3e\u597d\u58de\u53c3\u534a\uff0c\u7372\u5229\u80fd\u529b\u4f4e\u65bc\u9810\u671f\uff0c\u9019\u662f\u8a72\u80a1\u53cd\u61c9\u4e0d\u4f73\u7684\u4e3b\u8981\u539f\u56e0\u3002 SMCI \u516c\u4f48\u7684 GAAP \u6bcf\u80a1\u6536\u76ca\u70ba 6.25 \u7f8e\u5143\uff0c\u6bd4\u9810\u671f\u4f4e 1.56 \u7f8e\u5143\u3002\u71df\u6536\u70ba \\(5.31B\uff0c\u5e74\u589e 144%\u3002\u5c0d\u65bc\u7b2c\u4e00\u5b63\uff082025 \u8ca1\u5e74\uff09\uff0cSMCI \u9810\u8a08\u92b7\u552e\u984d\u70ba \\)6-\\(7B\uff0c\u800c\u666e\u904d\u9810\u671f\u70ba \\)5.45B\u3002\u5c0d\u65bc 2025 \u8ca1\u5e74\uff0cSMCI \u9810\u8a08\u71df\u6536\u70ba \\(26-\\)30B\uff0c\u800c\u5171\u8b58\u4f30\u8a08\u7d04\u70ba $15B\u3002<\/p>\n<p>\u83ef\u723e\u8857\u9810\u671f\u92b7\u552e\u6307\u5c0e\u6578\u64da\u5c07\u512a\u65bc\u9810\u671f\u3002\u7136\u800c\uff0c\u4ee4\u4eba\u610f\u5916\u7684\u662f\u4e0a\u5b63\u7372\u5229\u80fd\u529b\u4f4e\u65bc\u9810\u671f\u3002\u672a\u4f86\u7372\u5229\u80fd\u529b\u5b58\u5728\u4e0d\u78ba\u5b9a\u6027\uff0cSMCI \u7684\u5229\u6f64\u7387\u53ef\u80fd\u6703\u53d7\u5230\u6bd4\u9810\u671f\u66f4\u5927\u7684\u58d3\u7e2e\u3002\u5e02\u5834\u5c0d\u6234\u723e\u4e5f\u6709\u985e\u4f3c\u7684\u64d4\u6182\u3002\u9451\u65bc\u9019\u4e9b\u516c\u53f8\u90fd\u662f\u786c\u9ad4\u516c\u53f8\uff0c\u5176\u786c\u9ad4\u696d\u52d9\u5229\u6f64\u7387\u53ef\u80fd\u6703\u4e0b\u964d\uff0c\u9019\u4e3b\u8981\u662f\u7531\u65bc\u7af6\u722d\u548c\u4f9b\u9700\u52d5\u614b\u7684\u52a0\u5287\u3002<\/p>\n<p><strong>\u91cd\u9ede<\/strong>&#8211; \u6211\u5011\u53ef\u80fd\u6703\u770b\u5230\u53cd\u61c9\u904e\u5ea6\uff0c\u800c SMCI \u7684\u76c8\u5229\u53ef\u80fd\u6703\u6709\u6240\u6539\u5584\uff0c\u800c\u4e0d\u662f\u9032\u4e00\u6b65\u4e0b\u964d\u3002 SMCI\u89e3\u91cb\u8aaa\uff0c\u6700\u8fd1\u7372\u5229\u80fd\u529b\u4e0b\u964d\u662f\u7531\u65bc\u5176\u6db2\u51b7\u4eba\u5de5\u667a\u6167\u4f3a\u670d\u5668\u7684\u4f9b\u61c9\u93c8\u554f\u984c\u9020\u6210\u7684\uff0c\u672a\u4f86\u5e7e\u5b63\u7372\u5229\u80fd\u529b\u5c07\u4e0a\u5347\u3002\u6b64\u5916\uff0c\u9019\u53ef\u80fd\u662f SMCI \u7279\u6709\u7684\u554f\u984c\uff0c\u6234\u723e\u53ef\u80fd\u4e0d\u6703\u53d7\u5230\u9019\u7a2e\u77ed\u66ab\u7684\u3001\u4f4e\u65bc\u9810\u671f\u7684\u7372\u5229\u5f71\u97ff\u3002\u56e0\u6b64\uff0c\u5e02\u5834\u53ef\u80fd\u53cd\u61c9\u904e\u5ea6\uff0c\u57fa\u672c\u4e0a\u8655\u65bc\u6050\u614c\u6027\u62cb\u552e\u6a21\u5f0f\u3002\u4e8b\u5be6\u4e0a\uff0c\u6234\u723e\u548c SMCI \u5728\u9019\u88e1\u90fd\u5f88\u4fbf\u5b9c\uff0c\u800c\u4e14\u5b83\u5011\u7684\u80a1\u7968\u5f88\u6709\u53ef\u80fd\u5728\u672a\u4f86\u5e7e\u5e74\u5927\u5e45\u8d70\u9ad8\u3002<\/p>\n<h3><a id=\"%E6%88%B4%E7%88%BE%E9%82%84%E6%98%AFsmci%E5%93%AA%E5%80%8B%E6%9B%B4%E5%80%BC%E5%BE%97%E8%B3%BC%E8%B2%B7%EF%BC%9F\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u6234\u723e\u9084\u662f SMCI &#8211; \u54ea\u500b\u66f4\u503c\u5f97\u8cfc\u8cb7\uff1f<\/h3>\n<p>\u96d6\u7136\u6211\u559c\u6b61\u9019\u5169\u5bb6\u516c\u53f8\uff0c\u4f46\u6234\u723e\u662f\u66f4\u597d\u7684\u9078\u64c7\u3002\u9019\u5169\u96bb\u80a1\u7968\u5728\u6700\u8fd1\u7684\u79d1\u6280\u80a1\u66b4\u8dcc\u4e2d\u90fd\u906d\u53d7\u91cd\u5275\uff0c\u4f46 SMCI \u6709\u66f4\u597d\u7684\u7406\u7531\u5927\u5e45\u4e0b\u8dcc\uff0c\u800c\u4e14\u770b\u8d77\u4f86\u6234\u723e\u4e5f\u53d7\u5230\u4e86\u62d6\u7d2f\u3002\u5118\u7ba1 SMCI 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id=\"%E6%88%B4%E7%88%BE%E5%92%8Csmci%E9%9D%A2%E8%87%A8%E7%9A%84%E9%A2%A8%E9%9A%AA\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u6234\u723e\u548c SMCI \u9762\u81e8\u7684\u98a8\u96aa<\/h3>\n<p>\u6234\u723e\u548c SMCI \u5c6c\u65bc\u786c\u9ad4\u9818\u57df\uff0c\u8207\u4eba\u5de5\u667a\u6167\u8edf\u9ad4\u548c\u670d\u52d9\u9818\u57df\u76f8\u6bd4\uff0c\u8a72\u9818\u57df\u7684\u5229\u6f64\u7387\u901a\u5e38\u8f03\u4f4e\uff0c\u7af6\u722d\u4e5f\u66f4\u52a0\u6fc0\u70c8\u3002\u56e0\u6b64\uff0c\u6234\u723e\u548c SMCI 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