Investing.comCodex · 实盘可交易 · 做多市场:美股▼ 亏 -6.16% · 已结算把握 6/10
北京时间·🕒 发布 20:13:43·⟳ 抓取 20:31:42 +17m59s·⚡ 决策 08-25 20:40:53 +9m11s·62.9 天前
SuperX获日本Woodman约3880万美元NVIDIA B300服务器订单
公司披露的明确商业订单金额对SUPX收入基数重大且已收到预付款；虽然前两日同主题上涨提高拥挤度，但本次Woodman订单仍是新增事实，适合以限价小仓参与。
📄 原文Investing.com↗ 原文
SuperX secures $38.8M order for NVIDIA B300 servers in Japan
Citi says gold’s breakout is spec-driven and hinges on Jackson Hole SINGAPORE - SuperX AI Technology Limited (NASDAQ:SU…
▼ 亏 -6.16%入场 08-25 盘前首笔 @10.75 → 离场 08-26 开盘 @10.10
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑3880万美元新单放大收入基数
怎么买 限价买入 不高于昨收 +5%、仅下一个交易日，不成交作废
怎么卖 止盈 +6%(半仓)/+12%(清仓) · 止损 -7% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 SUPX.US SuperX AI Technology Limited
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 SUPX.US SuperX AI Technology Limited
| 收益状态 | -6.16% 已平仓 |
|---|---|
| 进场成交 | 2026-08-25 · 盘前首笔 · 08-25 20:17 北京 · @10.7491 |
| 离场成交 | 2026-08-26 · 开盘 · @10.1 |
| 毛收益 | -6.04% |
| 成本 | +0.12% |
| 净收益 | -6.16% |
| 计入收益 | -6.16% |
| 建仓日 | 2026-08-25 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 17:46
研究档案
结论摘要
SuperX通过日本子公司获得Woodman约3880万美元NVIDIA B300服务器订单，并已收约20%预付款，订单阶段强于普通意向合作，对小收入基数公司有实质增量。消息在8月25日美股盘前由公司新闻稿和SEC 6-K披露，具备新鲜度；但SUPX此前已因日本算力订单主线连续上涨，需控制追价和仓位。
消息传播链
- SEC 6-K显示SuperX披露Woodman约3880万美元B300服务器订单，且已收约20%预付款。市场反应:披露时美股仍处盘前。
- Investing.com发布编辑审核稿，属于本次抓取信号来源。
- 2026-08-25 盘前市场反应盘前行情非一手SUPX盘前仅小幅上涨，说明本具体订单尚未在盘前完全重定价。市场反应:盘前约小幅上涨。
关键理由
- 3880万美元订单相对SUPX收入基数极大，若按期交付会显著抬高收入可见度。
- 订单已收到约20%预付款，较单纯MOU或意向合作更接近可确认商业订单。
- 8月25日盘前披露后尚未大幅跳涨，本具体Woodman订单仍有新增交易窗口。
主要风险
- SUPX前两个交易日已因同一日本AI基础设施主线明显上涨，存在抢跑和高开低走风险。
- 订单毛利率、GPU供货、Woodman付款能力和验收时点未披露，若后续证伪履约质量应退出。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-25 · 影响 weakens
未在本次订单披露中发现同步融资稀释；但小盘股股份扩张和估值弹性是风险。
检索:SUPX recent dilution financing share issuance risk August 2026 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-08-25 · 影响 weakens
8月19日相近日本订单/交付披露后SUPX已明显上涨，说明本主题已有资金抢跑和拥挤。
检索:SuperX AI Technology previous Japan orders price reaction August 2026 SUPX 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-08-25 · 影响 supports
公开数据口径显示SUPX收入基数较小，订单对收入重大但市值弹性需要折扣毛利率和履约风险。
检索:SUPX revenue market cap TTM revenue order materiality 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例维持LONG方向，但将仓位压到small，采用BUY_LIMIT而非无条件追高，止盈设为保守区间。
方向:同主体近例支持市场会正向交易日本AI服务器订单；低相似反例提示名义订单需看融资、毛利和履约。
涨幅量级:缺少3条以上高相似、首发锚干净的同市场小盘AI服务器订单样本，不能用先例给激进目标价。
形态:SUPX近例显示市场会追逐同主题订单，但本次发生在前两日大涨之后，见光回落风险更高。
历史先例(按相似度)
- 相似度 7/10 SUPX 2026-08-19 SuperX披露日本供应中心已交付3100万美元Pro6000服务器并获新增订单，随后股价明显上涨。 原文 ↗
事件后 +1日 +0.7% · +2日 +26.2% · +3日 +56.1%
⚠来源层级不符(声明issuer/实为media)·相位不对齐(post!=target_unknown) — 该行涨幅别用来定止盈止损
相似度依据:同一主体、同一日本AI服务器订单链条，但产品为Pro6000/DDI且包含已交付和新增订单，不是Woodman B300首单。
经验:同主题订单披露曾触发SUPX后续上涨，证明市场会交易日本算力订单，但也提高本次拥挤度。 - 相似度 5/10 SMCI 2026-06-11 Super Micro披露AI服务器订单相关消息但受融资和估值因素扰动。 原文 ↗
事件后 +1日 +9.2% · +2日 +4.1% · +3日 +5.4% · +4日 -0.2% · +5日 -5.1%
⚠非首发(转载/聚合)·来源层级不符(声明media/实为aggregator)·锚前1-2日已异动33.5%>锚定日9.2% — 该行涨幅别用来定止盈止损
相似度依据:同为AI服务器订单，但SMCI市值、收入基数和融资背景差异较大。
经验:AI服务器订单若伴随融资、低毛利或兑现成本，市场可能不按名义订单额给正反馈。
原文全文
展开原文 · 1,909 字
Citi says gold’s breakout is spec-driven and hinges on Jackson Hole
SINGAPORE - SuperX AI Technology Limited (NASDAQ:SUPX) announced Monday that its Japanese subsidiary received a purchase order valued at approximately $38.8 million from WOODMAN Inc. to supply NVIDIA B300 GPU-based server clusters for an AI infrastructure project in Yokohama, Japan.
The project is scheduled for delivery by mid-November 2026, according to a press release statement. SuperX Japan received approximately 20% of the order value as an advance payment as of August 20, 2026, with the remaining balance to be settled before shipment per contractual terms.
The order represents the first commercial collaboration between SuperX and Woodman, a Japanese technology company focusing on computing environments for AI and high-performance computing applications.
SuperX, which describes itself as a full-stack AI infrastructure solutions provider, had previously established presence in Japan through solutions based on NVIDIA RTX PRO 6000 products. The company offers AI servers, liquid cooling solutions, power infrastructure, and data center solutions.
The Singapore-headquartered company serves institutional clients globally, including enterprises, research institutions, and cloud and edge computing deployments. SuperX provides solution design, infrastructure product integration, and operations and maintenance services.
Woodman specializes in constructing computing environments for AI and high-performance computing, working to transform underutilized resources such as surplus electricity and computing power.
The contract marks SuperX’s expansion into higher-performance GPU computing platforms in the Japanese market. The company operates through its wholly-owned Japanese subsidiary SuperX Industries Co., Ltd.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
SINGAPORE - SuperX AI Technology Limited (NASDAQ:SUPX) announced Monday that its Japanese subsidiary received a purchase order valued at approximately $38.8 million from WOODMAN Inc. to supply NVIDIA B300 GPU-based server clusters for an AI infrastructure project in Yokohama, Japan.
The project is scheduled for delivery by mid-November 2026, according to a press release statement. SuperX Japan received approximately 20% of the order value as an advance payment as of August 20, 2026, with the remaining balance to be settled before shipment per contractual terms.
The order represents the first commercial collaboration between SuperX and Woodman, a Japanese technology company focusing on computing environments for AI and high-performance computing applications.
SuperX, which describes itself as a full-stack AI infrastructure solutions provider, had previously established presence in Japan through solutions based on NVIDIA RTX PRO 6000 products. The company offers AI servers, liquid cooling solutions, power infrastructure, and data center solutions.
The Singapore-headquartered company serves institutional clients globally, including enterprises, research institutions, and cloud and edge computing deployments. SuperX provides solution design, infrastructure product integration, and operations and maintenance services.
Woodman specializes in constructing computing environments for AI and high-performance computing, working to transform underutilized resources such as surplus electricity and computing power.
The contract marks SuperX’s expansion into higher-performance GPU computing platforms in the Japanese market. The company operates through its wholly-owned Japanese subsidiary SuperX Industries Co., Ltd.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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