夜盘异动 | 苹果订单下滑与增长担忧，供应商思佳讯跌超22%
2月6日，主要向苹果公司供应射频芯片的思佳讯夜盘大跌22.08% ，此前公司在季报中预计，由于苹果供应商竞争加剧，公司向苹果出货手机芯片的份额将下降20%-25%，这直接导致了第四季度和全年收入下滑。苹果公司是思佳讯最大的客户，公司业绩受制于苹果订单的变动影响。
财报显示：思佳讯Q4营收10.7 亿美元，同比下降 11.1%，调整后EPS为1.60 美元，高于市场预期的 1.57 美元，超预期 1.7%。
同时思佳讯还预计本季度移动业务部门收入将出现连续下滑，符合历史季节性模式。而该业务部门是公司当前最大的收入来源。综合以上因素令投资者对思佳讯的增长放缓感到担忧,推动股价大跌。
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