$超微电脑 (SMCI.US)超微这个票,业绩看着挺不错,很多人应该有强烈的做多意愿,但是市场已经提前预判了它的成长性了,从月 K 看它是已经走下坡路,已经跌到谷底了,但是业绩好它怎么还一路下杀,这个肯定有深层次问题,现在市场就是传言它财务造假,还有未能及时提供第三季度财报,如果是正常健康的公司,导致濒临退市,美国对财务造假是零容忍的,这个是致命打击,最近它在最后一刻向纳斯达克提交报告和聘请新的会计事务所,虽然说短线有一个利好,但是这几天明显成交放大换手率高,以我的判断是在出货,所以超微的后市不容乐观,这个股如果做多的风险我觉得是蛮高的,做空短线目前可以 put 一下应该没问题,晚上跟英伟达应该会拉一下,但是会被砸下来,大家认为呢?
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