半导体制造商Qorvo, Inc.(QRVO)今日夜盘股价暴跌17.26%,引发市场广泛关注。导致该公司股价重挫的主要原因有以下几个方面:
首先,Qorvo周一预计第三季度营收和利润将低于华尔街分析师预期。公司预计第三季度营收约为9亿美元,低于分析师预计的10.6亿美元;预计每股收益1.10-1.30美元,而分析师预计为1.92美元。营收和利润预期的下滑,令投资者对其未来业绩产生担忧。
其次,Qorvo所处的手机和无线通信芯片市场正面临激烈竞争,来自高通、博通等对手的挤压越来越大。同时,消费者需求也在逐渐转向入门级、低价位的智能手机,这给公司高端芯片产品带来压力。需求疲软以及竞争加剧,预示着Qorvo未来增长可能遭遇阻力。
此外,多家分析机构纷纷下调了对Qorvo的投资评级,如Wedbush Securities将评级从"买入"降至"中性",Raymond James Financial则将评级从"买入"降至"卖出"。分析师们对公司未来前景失去信心,投资者也可能因此加重了看空情绪。
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