Super Micro Computer's Q1 revenue plummeted by 15%, with gross margin collapsing to 9%, and the stock price fell sharply by 10% in after-hours trading | Earnings Report InsightsBYD begins to abandon DiChainUSD 100 again "breaking through": deductions and impactsBreakfast | US stocks faced a "Black Tuesday," with all three major indices hitting new lows in over a week, led by declines in technology stocksOvernight U.S. Stocks | Wall Street CEOs collectively issue warnings! Three major indices all fell, NVIDIA dropped 4%AMD's revenue greatly exceeded expectations, but the guidance failed to impress investors, leading to post-market fluctuations and declines in stock price | Earnings Report InsightsElon Musk stated that Tesla's AI5 chip will not be mass-produced until 2027, and the AI6 will not be available until 2028Foreign capital has been intensively researching A-shares since October, covering 309 companies, with a focus on "technology-related" contentReminder: Please pay close attention to the following (all times are in Beijing time)After a significant rise in stock prices, AMD's outlook has failed to impress investorsNovember 5th External Headlines: U.S. Government Shutdown Ties Record, IBM Lays Off Thousands, Bitcoin Drops Below $100,000, Apple Plans to Launch Low-Priced LaptopsEli Lilly and Novo Nordisk's "influencer weight loss drug" is expected to be included in the U.S. healthcare insurance! The thousand-dollar weight loss drug may see an 85% price reductionAMD's third-quarter revenue was $9.25 billion, while analysts expected $8.74 billion.
Capital expenditure for the third quarter was $258 million, with an expectation of $219.7 million.
Fourth-quarter revenue is expected to be between $9.3 billion and $9.9 billion, while analysts expect $9.21 billionSuper Micro Computer's net sales for the first fiscal quarter were $5.02 billion, while analysts expected $6.09 billion.
The company expects full-year net sales of at least $36 billion, up from its previous estimate of at least $33 billion.
For the second fiscal quarter, net sales are expected to be between $10 billion and $11 billion, while analysts expected $8.05 billion.
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