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中文(ZH) 超微电脑预计第四财季营收接近指引区间110亿-125亿美元的底部，大幅上调毛利率指引

Supermicro raises gross margin guidance on record orders, stock jumps

By PulseAugur Editorial · [1 sources] ·

Supermicro has revised its fourth-quarter financial outlook, anticipating revenue at the lower end of its previously stated $11 billion to $12.5 billion range. However, the company significantly raised its gross profit margin guidance to 15%-17%, up from an earlier projection of 8.2%-8.4%. This upward revision follows a record high in unfilled orders by the end of the fiscal year, with over $60 billion in new orders booked during the quarter, causing Supermicro's stock to surge over 20% in after-hours trading. AI

IMPACT Supermicro's revised guidance and record orders suggest strong demand for AI infrastructure, potentially indicating continued growth in AI compute.

RANK_REASON Company financial results and revised guidance for a major hardware supplier to the AI industry. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Supermicro raises gross margin guidance on record orders, stock jumps

How we ranked this

Signal score
0 / 100
Composite score across the factors below. Higher = stronger signal that this story matters right now.
Newsworthiness bucket
Research
Company financial results and revised guidance for a major hardware supplier to the AI industry. [lever_c_demoted from significant: ic=1 ai=0.7]
Source corroboration
Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
Topics
product, infra
Editorial topic classification. Feeds into how the story surfaces on /topic/<slug> hub pages and into the per-entity coverage mix.
AI-industry relevance
High
Clearly on-topic for AI-industry coverage.
Story freshness
66 days old
Aged out of breaking-news scoring windows; ranking reflects the durable signal from the full source set.

Full methodology in our editorial standards.

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Super Micro Computer expects fourth fiscal quarter revenue to be near the low end of its guidance range of $11 billion-$12.5 billion, significantly raising its gross margin guidance

    超微电脑（SMCI）预计第四财季营收接近指引区间110亿-125亿美元的底部。预计第四财季毛利润率15%-17%，公司原本预计8.2%-8.4%。本财年结束时，未交付订单创下历史新高，该季度录得超过600亿美元的待交付新订单。超微电脑盘后涨超20%。（财联社）

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