美股异动|迈威尔科技夜盘跌超14% 首财季业绩展望审慎 营收指引逊于最高预期

港股那点事
06 Mar

芯片制造商迈威尔科技(MRVL.US)夜盘跌14.36%,报77.2美元。

消息面上,迈威尔科技公布截至2月1日止第四财季业绩,营收同比增加20%至18.2亿美元,高于分析师预期的18亿美元;期内扭亏录得净利润2亿美元,经调整每股盈利为0.6美元,分析师预期为0.59美元。然而,该公司公布了审慎的首财季展望,预计营收为18.8亿美元(上下浮动5%),分析师平均预期为18.7亿美元,但部分预期高达20亿美元;调整后每股盈利为0.61美元(上下浮动0.05美元),分析师预期为0.6美元。

瑞穗分析师Jordan Klein在财报发布前的一份研报中写道:“基金正在寻找任何理由来减少对AI(半导体)、硬件、光学和互连股票的敞口和持仓。”他特别提到,许多投资者仍在做空迈威尔科技股票,认为“任何超出预期和上调指引的表现都不足以提振股价”。(格隆汇)

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