AI硬體第一妖股 Supermicro 美超微宣布10比1拆股，Q2營收年增143%至53億，符合預期，但毛利率快速從上季的15.6%下滑至11.3%遠低於預期的14.1%，EPS 6.25 遠低於預期的 $8.25。梁見後說 $SMCI 繼續經歷創紀錄需求，有能力成為最大的IT基建公司
Super Micro 公司財測 Q3營收預估60-70億，年增加速至206%，遠高於預期的54億。EPS預估在$6.69-8.27，低於預期的$7.68。全年營收財測在260-300億，換算年增約88%，遠高於預期的236億。
公司說與大型CSP的業務以及更多新型液冷伺服器的業務，對利潤率產生了負面影響，這需要對供應鏈進行投資。大客戶通常能夠獲得優惠的價格來換取大訂單。
預計隨著美超微在台灣和馬來西亞建立新產品供應鍊和製造能力，以達到14% 至17% 的傳統毛利率目標範圍。
n the U.S. people generally use Bitcoin as an alternative investment, helping diversify a portfolio apart from stocks and bonds. You can also use Bitcoin to make purchases, but the number of vendors that accept the cryptocurrency is still limited. Big companies that accept Bitcoin include Overstock, AT&T and Twitch. You may also find that some small local retailers or certain websites take Bitcoin, but you’ll have to do some digging. That said, PayPal has announced that it will enable cryptocurrency as a funding source for purchases this year, financing purchases by automatically converting crypto holdings to fiat currency for users. “They have 346 million users and they’re connected to 26 million merchants,” says Spencer Montgomery, founder of Uinta Crypto Consulting. “It’s huge.”
With Telegram, you can send messages, photos, videos and files of any type (doc, zip, mp3, etc), as well as create groups for up to 200,000 people or channels for broadcasting to unlimited audiences. You can write to your phone contacts and find people by their usernames. As a result, Telegram is like SMS and email combined — and can take care of all your personal or business messaging needs. In addition to this, we support end-to-end encrypted voice calls.
Telegram is a messaging app with a focus on speed and security, it’s super-fast, simple and free. You can use Telegram on all your devices at the same time — your messages sync seamlessly across any number of your phones, tablets or computers.
Telegram is for everyone who wants fast and reliable messaging and calls. Business users and small teams may like the large groups, usernames, desktop apps and powerful file sharing options. You can appoint admins with advanced tools to help these communities prosper in peace. Public groups can be joined by anyone and are powerful platforms for discussions and collecting feedback.In case you're more into pictures, Telegram has animated gif search, a state of the art photo editor, and an open sticker platform (find some cool stickers here or here). What's more, there is no need to worry about disk space on your device. With Telegram's cloud support and cache management options, Telegram can take up nearly zero space on your phone.
Unlike WhatsApp, Telegram is a cloud-based messenger with seamless sync. As a result, you can access your messages from several devices at once, including tablets and computers, and share an unlimited number of photos, videos and files (doc, zip, mp3, etc.) of up to 2 GB each. And if you don't want to store all that data on your device, you can always keep it in the cloud.Thanks to our multi-data center infrastructure and encryption, Telegram is faster and way more secure. On top of that, Telegram is free and will stay free — no ads, no subscription fees, forever.
Yes! Voice calls are currently available to users around the world.
Many modern travelers appear to struggle with managing various aspects of their finances simultaneously while abroad, such as banking, budgeting, investing, trading, and saving. It is important to have apps installed on the device that will help you carry out these necessary tasks.
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