应用材料周四盘后股价大跌5%,引发市场广泛关注。
导致该公司股价大跌的原因或许有以下几点:
首先,虽然AMAT公布的财报业绩略好于预期,但公司没有因美国政府最新出台的对华半导体出口限制措施而改变其对第一季度的展望,这引发了市场担忧。尽管公司在过去八个报告期的盈利均超出分析师预期,但新限制措施可能会影响到公司未来的业绩表现。
其次,近期中国人工智能模型"DeepSeek"大受欢迎,使得一些人工智能相关股票股价下跌,AMAT也或多或少受到影响。
最后,芯片设备制造行业普遍面临下行周期压力,也可能拖累了AMAT的股价表现。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.