美国半导体制造设备商应用材料周五盘前股价大跌6.45%,引发市场关注。这主要是由于公司发布的第一季度收入指引低于预期,显示出除人工智能芯片外,其他领域对芯片制造设备的需求正在放缓。
应用材料周四公布,预计2025财年第一季度营收约为71.5亿美元,低于华尔街分析师平均预期的72.2亿美元。尽管人工智能芯片对高端设备需求强劲,但来自工业设备、汽车芯片等领域的需求却持续疲软,打击了包括应用材料在内的多家设备供应商的销售。
除了下游需求放缓外,应用材料还面临着其它芯片制造设备供应商的激烈竞争,包括KLA Corp、Lam Research和欧洲的阿斯麦。同时,美国针对中国实施出口限制,也加大了行业的不确定性。不过,应用材料预计,下一季度调整后每股收益约为2.29美元,略高于预期。
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.