应用材料在夜盘大幅下跌5.07%,引发市场广泛关注。
公司发布的第二季度营收和盈利指引均低于华尔街预期,主要受制于美国政府加强对中国出口芯片制造设备的限制措施。首席财务官表示,公司已经考虑了出口管制带来的不利影响。
中国市场约占该公司总销售额的三分之一,出口限制将直接影响公司在中国的业务。此外,内存芯片和消费电子产品需求疲软,也在一定程度上抵消了对先进芯片需求增长的积极影响。多重利空因素叠加,令投资者担忧公司后续业绩表现,促使股价应声大跌。
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