半导体供应商先科电子(SMTC)周一盘中重挫29.82%,引发市场高度关注。从公告信息来看,公司下调了CopperEdge产品2026财年的收入预测,预计全年收入将低于此前预期的5000万美元,主要原因是Nvidia调整了数据中心服务器架构,影响了对先科电子有源铜缆的需求前景。
CopperEdge曾被视为先科电子重点发展的新产品线之一,其收入预期的下调无疑将对公司整体业绩产生较大影响。分析人士指出,这一意外变化令投资者对公司未来发展前景感到担忧,股价遭到重挫也属于市场对新闻的理性回应。
值得注意的是,尽管在周五股价已经下跌近10%,但由于下调幅度之大,周一公告披露后先科电子股价仍迎来大跌,显示出投资者对这一消息反应强烈且负面影响持续释放。公司后续动向和CopperEdge业务能否重回正轨,将影响未来股价走势。
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.