储能电池制造商Enovix(ENVX)周三夜盘大跌5.72%,引发市场广泛关注。这很可能是由于公司发布的2024年第四季度财报未能令投资者对其业务增长前景保持足够乐观所致。
财报显示,Enovix的第四季度收入和调整后每股亏损数据虽然好于市场预期,但公司给出的2025年第一季度财测指引则较为疲软。收入指引为350万至550万美元,低于预期的617万美元;亏损指引为每股0.15-0.21美元,也差于预期的每股亏损0.18美元。这令投资者担心公司业绩增长可能放缓。
此外,尽管Enovix表示已向主要智能手机OEM客户发运早期工程样品并通过关键安全测试,但公司仍计划要等到2025年才开始大规模商用电池生产。这也可能让投资者对其产能扩张进度感到失望,从而引发大量卖盘。
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