知名汽车芯片供应商恩智浦(NXPI)11月4日公布了第三季度业绩和第四季度展望,结果令投资者极为失望,公司股价在盘前一度暴跌逾5%。
恩智浦第三季度营收同比下滑5.4%至32.5亿美元,汽车芯片业务营收下降3%至18.3亿美元。这凸显了该公司所服务的汽车行业目前的窘境,即芯片需求疲软、库存过剩,尤其是欧美电动车销量不及预期所致。
更令投资者忧心的是,恩智浦对第四季度业绩预期相当悲观。公司预计第四季度营收仅在30亿至32亿美元区间,中位数31亿美元,大幅低于分析师平均预期的33.6亿美元。公司还预计该季度调整后每股收益区间为2.93至3.33美元,中值也明显低于市场预期的3.62美元。
恩智浦首席执行官库尔特·西弗斯表示,该公司对第四季度的悲观预期反映了欧洲和美洲更广泛的宏观经济疲软态势。长期以来,恩智浦的主要业务收入源自汽车厂商等企业对芯片的采购需求。因此宏观经济疲软和汽车芯片需求低迷,将持续拖累恩智浦的表现。
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