超微的股价其实已经不_老虎社区_美港股上老虎

鹿鼎公韦小宝
02-24

超微的股价其实已经不便宜了。 $超微电脑(SMCI)$ $戴尔(DELL)$ 大家对比一下PE，两者已经差不多了。这是不是说明超微的估值现在很合理，现行股价已经反映了10-K的内容？

# 戴尔财报来袭！值得提前布局吗？

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Lchangmo
·02-24
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但是超微的增长率远高于同类可比公司，值得稍高些的pe
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- 鹿鼎公韦小宝:
  长期看还是看好超微的，只是短期得谨慎点
  02-26
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好事成双呀
·02-25
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超威严重低估，没有问题的话，今晚直接起飞
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- 好事成双呀回复鹿鼎公韦小宝:
  我买了看涨价差
  02-26
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- 鹿鼎公韦小宝:
  昨天好像大跌啊
  02-26
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看涨价差","text":"我买了&nbsp; 看涨价差","html":"我买了&nbsp; 看涨价差"},{"id":407725869072624,"commentId":"407725869072624","gmtCreate":1740571368374,"gmtModify":1740571372215,"authorId":10000000000010492,"author":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407054684037368,"objectIdStr":"407054684037368","type":1,"supId":407425294582424,"supIdStr":"407425294582424","prevId":0,"prevIdStr":"0","content":"昨天好像大跌啊","text":"昨天好像大跌啊","html":"昨天好像大跌啊"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

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