SMCI
美超微 Super Micro Computer, Inc.
+3.52 (+9.57%)40.38USD40.7M成交股數26.5B市值12.4本益比(近四季)0.7股價營收比+122.7%營收年增(近四季)2026-11-03下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 6 · 15.4M · 2 |
| 其中 10b5-1 計畫賣出 | 6 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 15.4M |
| 近 180 天 淨額 | −15.4M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-04 | 09-08 | Liang Charles | President and CEO | S 公開市場賣出(10b5-1) | 100K | 40.00 | 4.0M | 438K | SEC |
| 2026-09-04 | 09-08 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | S 公開市場賣出(10b5-1) | 100K | 40.00 | 4.0M | 438K | SEC |
| 2026-09-03 | 09-08 | Liang Charles | President and CEO | S 公開市場賣出(10b5-1) | 42.6K | 36.60 | 1.6M | 595K | SEC |
| 2026-09-03 | 09-08 | Liang Charles | President and CEO | S 公開市場賣出(10b5-1) | 57.4K | 37.62 | 2.2M | 538K | SEC |
| 2026-09-03 | 09-08 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | S 公開市場賣出(10b5-1) | 57.4K | 37.62 | 2.2M | 538K | SEC |
| 2026-09-03 | 09-08 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | S 公開市場賣出(10b5-1) | 42.6K | 36.60 | 1.6M | 595K | SEC |
| 2026-08-17 | 08-19 | Cheung Kenneth | SVP, Chief Accounting Officer | F 繳稅扣股 | 808 | 38.28 | 31K | 63.8K | SEC |
| 2026-08-17 | 08-19 | Thauberger Matthew | Chief Revenue Officer | M 選擇權執行 | 2.3K | – | – | 7.6K | SEC |
| 2026-08-17 | 08-19 | Malyala Vikranth | SVP, Chief Business Officer | F 繳稅扣股 | 3.1K | 38.28 | 117K | 47.9K | SEC |
| 2026-08-17 | 08-19 | WEIGAND DAVID E | SVP, Chief Financial Officer | M 選擇權執行 | 6.5K | – | – | 138K | SEC |
| 2026-08-17 | 08-19 | Liang Charles | President and CEO | M 選擇權執行 | 3.6K | – | – | 639K | SEC |
| 2026-08-17 | 08-19 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | F 繳稅扣股 | 2.0K | 38.28 | 75K | 638K | SEC |
| 2026-08-17 | 08-19 | Thauberger Matthew | Chief Revenue Officer | F 繳稅扣股 | 1.1K | 38.28 | 44K | 6.5K | SEC |
| 2026-08-17 | 08-19 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | M 選擇權執行 | 3.6K | – | – | 639K | SEC |
| 2026-08-17 | 08-19 | WEIGAND DAVID E | SVP, Chief Financial Officer | F 繳稅扣股 | 3.3K | 38.28 | 127K | 135K | SEC |
| 2026-08-17 | 08-19 | Cheung Kenneth | SVP, Chief Accounting Officer | M 選擇權執行 | 2.3K | – | – | 64.6K | SEC |
| 2026-08-17 | 08-19 | Xiao Jin | Sr. Corporate VP, Engineering | F 繳稅扣股 | 1.4K | 38.28 | 55K | 195K | SEC |
| 2026-08-17 | 08-19 | Liang Charles | President and CEO | F 繳稅扣股 | 2.0K | 38.28 | 75K | 638K | SEC |
| 2026-08-17 | 08-19 | Malyala Vikranth | SVP, Chief Business Officer | M 選擇權執行 | 6.0K | – | – | 50.9K | SEC |
| 2026-08-17 | 08-19 | Xiao Jin | Sr. Corporate VP, Engineering | M 選擇權執行 | 4.0K | – | – | 196K | SEC |
| 2026-08-10 | 08-12 | Cheung Kenneth | SVP, Chief Accounting Officer | F 繳稅扣股 | 449 | 31.46 | 14K | 60.1K | SEC |
| 2026-08-10 | 08-12 | Liang Charles | President and CEO | F 繳稅扣股 | 553 | 31.46 | 17K | 636K | SEC |
| 2026-08-10 | 08-12 | Liang Charles | President and CEO | F 繳稅扣股 | 1.1K | 31.46 | 36K | 635K | SEC |
| 2026-08-10 | 08-12 | Cheung Kenneth | SVP, Chief Accounting Officer | M 選擇權執行 | 1.3K | – | – | 60.6K | SEC |
| 2026-08-10 | 08-12 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | F 繳稅扣股 | 553 | 31.46 | 17K | 636K | SEC |
| 2026-08-10 | 08-12 | Liang Charles | President and CEO | M 選擇權執行 | 1.0K | – | – | 636K | SEC |
| 2026-08-10 | 08-12 | Thauberger Matthew | Other | M 選擇權執行 | 430 | – | – | 5.6K | SEC |
| 2026-08-10 | 08-12 | Liang Charles | President and CEO | M 選擇權執行 | 2.1K | – | – | 636K | SEC |
| 2026-08-10 | 08-12 | Xiao Jin | Sr. Corporate VP, Engineering | F 繳稅扣股 | 707 | 31.46 | 22K | 191K | SEC |
| 2026-08-10 | 08-12 | Xiao Jin | Sr. Corporate VP, Engineering | M 選擇權執行 | 1.0K | – | – | 192K | SEC |
| 2026-08-10 | 08-12 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | M 選擇權執行 | 1.0K | – | – | 636K | SEC |
| 2026-08-10 | 08-12 | WEIGAND DAVID E | SVP, Chief Financial Officer | F 繳稅扣股 | 754 | 31.46 | 24K | 132K | SEC |
| 2026-08-10 | 08-12 | Thauberger Matthew | Other | F 繳稅扣股 | 219 | 31.46 | 7K | 5.4K | SEC |
| 2026-08-10 | 08-12 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | F 繳稅扣股 | 1.1K | 31.46 | 36K | 635K | SEC |
| 2026-08-10 | 08-12 | Cheung Kenneth | SVP, Chief Accounting Officer | M 選擇權執行 | 3.4K | – | – | 63.6K | SEC |
| 2026-08-10 | 08-12 | Cheung Kenneth | SVP, Chief Accounting Officer | F 繳稅扣股 | 1.2K | 31.46 | 39K | 62.3K | SEC |
| 2026-08-10 | 08-12 | Malyala Vikranth | SVP, Chief Business Officer | M 選擇權執行 | 1.1K | – | – | 45.5K | SEC |
| 2026-08-10 | 08-12 | Malyala Vikranth | SVP, Chief Business Officer | F 繳稅扣股 | 580 | 31.46 | 18K | 44.9K | SEC |
| 2026-08-10 | 08-12 | WEIGAND DAVID E | SVP, Chief Financial Officer | M 選擇權執行 | 1.5K | – | – | 132K | SEC |
| 2026-08-10 | 08-12 | Thauberger Matthew | Other | M 選擇權執行 | 740 | – | – | 5.5K | SEC |
| 2026-08-10 | 08-12 | Malyala Vikranth | SVP, Chief Business Officer | F 繳稅扣股 | 1.1K | 31.46 | 34K | 44.4K | SEC |
| 2026-08-10 | 08-12 | Xiao Jin | Sr. Corporate VP, Engineering | M 選擇權執行 | 2.0K | – | – | 192K | SEC |
| 2026-08-10 | 08-12 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | M 選擇權執行 | 2.1K | – | – | 636K | SEC |
| 2026-08-10 | 08-12 | Malyala Vikranth | SVP, Chief Business Officer | M 選擇權執行 | 2.1K | – | – | 45.4K | SEC |
| 2026-08-10 | 08-12 | Thauberger Matthew | Other | F 繳稅扣股 | 377 | 31.46 | 12K | 5.2K | SEC |
| 2026-08-10 | 08-12 | Xiao Jin | Sr. Corporate VP, Engineering | F 繳稅扣股 | 368 | 31.46 | 12K | 192K | SEC |
| 2026-07-01 | 07-02 | WEIGAND DAVID E | SVP, Chief Financial Officer | F 繳稅扣股 | 593 | 27.65 | 16K | 131K | SEC |
| 2026-07-01 | 07-02 | Liang Charles | President and CEO | F 繳稅扣股 | 148 | 27.65 | 4K | 634K | SEC |
| 2026-07-01 | 07-02 | Liang Charles | President and CEO | F 繳稅扣股 | 276 | 27.65 | 8K | 634K | SEC |
| 2026-07-01 | 07-02 | Liang Charles | President and CEO | M 選擇權執行 | 510 | – | – | 635K | SEC |
| 2026-07-01 | 07-02 | WEIGAND DAVID E | SVP, Chief Financial Officer | F 繳稅扣股 | 1.5K | 27.65 | 42K | 130K | SEC |
| 2026-07-01 | 07-02 | Liang Charles | President and CEO | M 選擇權執行 | 830 | – | – | 634K | SEC |
| 2026-07-01 | 07-02 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | F 繳稅扣股 | 148 | 27.65 | 4K | 634K | SEC |
| 2026-07-01 | 07-02 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | M 選擇權執行 | 273 | – | – | 635K | SEC |
| 2026-07-01 | 07-02 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | F 繳稅扣股 | 276 | 27.65 | 8K | 634K | SEC |
| 2026-07-01 | 07-02 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | M 選擇權執行 | 510 | – | – | 635K | SEC |
| 2026-07-01 | 07-02 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | F 繳稅扣股 | 448 | 27.65 | 12K | 634K | SEC |
| 2026-07-01 | 07-02 | Liang Charles | President and CEO | M 選擇權執行 | 273 | – | – | 635K | SEC |
| 2026-07-01 | 07-02 | Liu Liang Chiu-Chu Sara | Director,TenPercentOwner | M 選擇權執行 | 830 | – | – | 634K | SEC |
| 2026-07-01 | 07-02 | WEIGAND DAVID E | SVP, Chief Financial Officer | M 選擇權執行 | 1.2K | – | – | 131K | SEC |
| 2026-07-01 | 07-02 | WEIGAND DAVID E | SVP, Chief Financial Officer | M 選擇權執行 | 3.0K | – | – | 132K | SEC |
| 2026-07-01 | 07-02 | Liang Charles | President and CEO | F 繳稅扣股 | 448 | 27.65 | 12K | 634K | SEC |
| 2026-07-01 | 07-02 | WEIGAND DAVID E | SVP, Chief Financial Officer | F 繳稅扣股 | 550 | 27.65 | 15K | 129K | SEC |
| 2026-07-01 | 07-02 | WEIGAND DAVID E | SVP, Chief Financial Officer | M 選擇權執行 | 1.1K | – | – | 129K | SEC |
| 2026-07-01 | 07-02 | WEIGAND DAVID E | SVP, Chief Financial Officer | M 選擇權執行 | 5.1K | – | – | 131K | SEC |
| 2026-07-01 | 07-02 | WEIGAND DAVID E | SVP, Chief Financial Officer | F 繳稅扣股 | 4.8K | 27.65 | 132K | 126K | SEC |
| 2026-07-01 | 07-02 | WEIGAND DAVID E | SVP, Chief Financial Officer | M 選擇權執行 | 9.4K | – | – | 131K | SEC |
| 2026-07-01 | 07-02 | Malyala Vikranth | SVP, Chief Business Officer | F 繳稅扣股 | 258 | 27.65 | 7K | 43.3K | SEC |
| 2026-07-01 | 07-02 | Malyala Vikranth | SVP, Chief Business Officer | M 選擇權執行 | 507 | – | – | 43.6K | SEC |
| 2026-07-01 | 07-02 | Malyala Vikranth | SVP, Chief Business Officer | F 繳稅扣股 | 719 | 27.65 | 20K | 43.1K | SEC |
| 2026-07-01 | 07-02 | Malyala Vikranth | SVP, Chief Business Officer | M 選擇權執行 | 1.4K | – | – | 43.8K | SEC |
| 2026-07-01 | 07-02 | Malyala Vikranth | SVP, Chief Business Officer | F 繳稅扣股 | 621 | 27.65 | 17K | 42.4K | SEC |
| 2026-07-01 | 07-02 | Malyala Vikranth | SVP, Chief Business Officer | M 選擇權執行 | 1.2K | – | – | 43.0K | SEC |
| 2026-07-01 | 07-02 | WEIGAND DAVID E | SVP, Chief Financial Officer | F 繳稅扣股 | 2.6K | 27.65 | 72K | 128K | SEC |
| 2026-07-01 | 07-02 | Malyala Vikranth | SVP, Chief Business Officer | F 繳稅扣股 | 2.3K | 27.65 | 65K | 41.8K | SEC |
| 2026-07-01 | 07-02 | Malyala Vikranth | SVP, Chief Business Officer | M 選擇權執行 | 4.6K | – | – | 44.1K | SEC |
| 2026-06-30 | 07-02 | Angel Scott | Director | M 選擇權執行 | 5.4K | – | – | 7.1K | SEC |
| 2026-06-30 | 07-02 | Mogensen Susan | Director | M 選擇權執行 | 5.4K | – | – | 8.7K | SEC |
| 2026-06-30 | 07-02 | Lin Judy L. | Director | M 選擇權執行 | 5.4K | – | – | 60.3K | SEC |
| 2026-06-30 | 07-02 | LIU TALLY C | Director | M 選擇權執行 | 2.7K | – | – | 289K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| JANE STREET GROUP, LLC | 10.6M | 550M | 新進 | 新進 |
| SUSQUEHANNA ADVISORS GROUP, INC. | 5.8M | 302M | 新進 | 新進 |
| Weiss Asset Management LP | 4.8M | 249M | 新進 | 新進 |
| Aequim Alternative Investments LP | 4.3M | 223M | 新進 | 新進 |
| BlackRock, Inc. | 4.0M | 210M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 3.3M | 167M | 新進 | 新進 |
| ARISTEIA CAPITAL, L.L.C. | 3.2M | 166M | 新進 | 新進 |
| 德劭 D. E. Shaw & Co., Inc. | 3.2M | 164M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 3.2M | 164M | 新進 | 新進 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2.5M | 131M | 新進 | 新進 |
| Hudson Bay Capital Management LP | 2.2M | 114M | 新進 | 新進 |
| 索羅斯 SOROS FUND MANAGEMENT LLC | 2.2M | 111M | 新進 | 新進 |
| Sculptor Capital LP | 2.1M | 110M | 新進 | 新進 |
| WOLVERINE ASSET MANAGEMENT LLC | 1.9M | 98.8M | 新進 | 新進 |
| VAN ECK ASSOCIATES CORP | 1.9M | 97.3M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.5M | 79.8M | 新進 | 新進 |
| Context Capital Management, LLC | 1.5M | 79.2M | 新進 | 新進 |
| Calamos Advisors LLC | 1.5M | 78.7M | 新進 | 新進 |
| MARSHALL WACE, LLP | 1.5M | 76.7M | 新進 | 新進 |
| WHITEBOX ADVISORS LLC | 1.4M | 72.7M | 新進 | 新進 |
| Walleye Capital LLC | 1.4M | 69.2M | 新進 | 新進 |
| READYSTATE ASSET MANAGEMENT LP | 1.30B | 66.7M | 新進 | 新進 |
| TUDOR INVESTMENT CORP ET AL | 1.0M | 51.2M | 新進 | 新進 |
| Ghisallo Capital Management LLC | 900K | 46.0M | 新進 | 新進 |
| CSS LLC/IL | 878K | 45.3M | 新進 | 新進 |
持有機構數近 12 季
| 持有機構 · 季變化 | 64 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 64 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 75.3M · 11.5% |
| 合計季末市值 | 4.0B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 93.4M |
|---|---|
| 與上期比 | +2.4% |
| 佔流通股數 | 14.22% |
| 日均成交量 | 40.0M |
| 回補天數 | 2.3 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 93.4M | +2.4% | 14.22% | 40.0M | 2.3 |
| 2026-08-14 | 91.2M | -0.2% | 13.89% | 66.8M | 1.4 |
| 2026-07-31 | 91.4M | -5.9% | 13.92% | 51.8M | 1.8 |
| 2026-07-15 | 97.1M | -5.9% | 14.79% | 32.7M | 3.0 |
| 2026-06-30 | 103M | +7.2% | 15.71% | 65.2M | 1.6 |
| 2026-06-15 | 96.2M | +29.2% | 14.65% | 80.3M | 1.2 |
| 2026-05-29 | 74.5M | -8.3% | 11.34% | 44.0M | 1.7 |
| 2026-05-15 | 81.2M | +0.8% | 12.36% | 45.7M | 1.8 |
| 2026-04-30 | 80.6M | -7.2% | 12.27% | 27.9M | 2.9 |
| 2026-04-15 | 86.8M | +4.3% | 13.21% | 31.2M | 2.8 |
| 2026-03-31 | 83.2M | -6.0% | 12.66% | 61.5M | 1.4 |
| 2026-03-13 | 88.5M | +4.0% | 13.47% | 23.6M | 3.8 |
| 2026-02-27 | 85.1M | -1.3% | 12.95% | 23.3M | 3.7 |
| 2026-02-13 | 86.2M | -6.1% | 13.12% | 41.7M | 2.1 |
| 2026-01-30 | 91.8M | +4.6% | 13.98% | 33.3M | 2.8 |
| 2026-01-15 | 87.8M | +0.1% | 13.36% | 30.1M | 2.9 |
| 2025-12-31 | 87.7M | -1.6% | 13.35% | 21.3M | 4.1 |
| 2025-12-15 | 89.2M | +3.1% | 13.57% | 19.1M | 4.7 |
| 2025-11-28 | 86.5M | -1.8% | 13.17% | 26.0M | 3.3 |
| 2025-11-14 | 88.0M | +14.6% | 13.40% | 33.0M | 2.7 |
| 2025-10-31 | 76.8M | -9.1% | 11.69% | 29.4M | 2.6 |
| 2025-10-15 | 84.5M | -8.7% | 12.87% | 33.7M | 2.5 |
| 2025-09-30 | 92.6M | -2.1% | 14.10% | 26.4M | 3.5 |
| 2025-09-15 | 94.6M | -0.5% | 14.40% | 27.5M | 3.4 |
| 2025-08-29 | 95.0M | -1.4% | 14.46% | 23.8M | 4.0 |
| 2025-08-15 | 96.4M | +7.6% | 14.67% | 42.0M | 2.3 |