The Zhitong Finance App learned that on Wednesday, ultra-micro computers (SMCI.US) surged more than 13%, and Dell Technologies (DELL.US) surged more than 5%. According to the news, Ultramicrocomputer revealed preliminary quarterly results. Both revenue and gross margin were significantly higher than previously anticipated, confirming that demand for AI infrastructure procurement remained high. Ultramicrocomputer estimates that the revenue range for the first quarter of the 2027 fiscal year ending September 30 is 18.5 billion to 19.5 billion US dollars, which is significantly higher than the previous guideline of 14.5 billion to 15.5 billion US dollars. FactSet's unanimous forecast is 14.9 billion US dollars. According to the guideline's median value of 19 billion US dollars, the year-on-year increase in revenue was about 279%, close to four times the same period last year, and an increase of about 27% compared to the median value of the original guideline. At the same time, the company raised its gross margin forecast to 12%-12.5%. Previously, the guideline was only 10.4% to 10.8%.

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