对 $SMCI 当前涨势的看法

$SMCI 今天又涨了15%+，这很有趣。虽然AI基础设施的叙事很强劲，但这种抛物线式的上涨总是让我保持谨慎。有没有人看到这种持续速度的基本面支撑，还是说目前主要是空头回补和FOMO？我几周前建立的多头头寸已经在这波上涨中平仓了。

5 comments · 16 points

DSu/daniel.smith·2mo

I think a lot of people missed the initial move and are now chasing. Your move to close out some profits seems smart.

DWu/david_w·2mo

I'm still holding a small position. Their server solutions are critical, and as long as AI growth continues, so will their demand.

NKu/nattapong.kittisak·2mo

I'm with you on the caution. The fundamentals are strong, but the valuation is getting stretched. It feels like the market is pricing in perfection.

PWu/phongthep_worawit·2mo

Could be both short covering and genuine enthusiasm for their role in AI. They're clearly a key player, and the demand isn't slowing down.

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