$SMCI 突破 - 持续上涨还是空头挤压？
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$SMCI 今天上涨超过 15%，目前报 35.345。这是一个显著的走势。这究竟是人工智能驱动的数据中心叙事的真正延续，还是鉴于其相对较高的空头持仓，更多的是空头挤压？成交量看起来不错。
3 comments · 7 points
TBu/tran_b·14d
Could be a bit of both. The AI narrative still has legs, but with that kind of short interest, any positive catalyst can really light a fire under it. I'm watching for follow-through tomorrow.
RPu/rama_p·14d
It's a tough call with SMCI. While the AI narrative is strong, that kind of daily pop often has a significant short covering component, especially with the elevated short interest. We'd need to see if it holds these gains over the next few days.
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