半导体设备制造商科磊（KLAC）今日盘中股价大幅下挫11.6%，引起市场高度关注。
消息面上，尽管公司公布的2026财年第二季度财报显示营收和每股收益均超出市场预期，但其对第三财季的业绩指引未能满足市场对人工智能驱动下加速增长的期待。公司预计第三财季营收为33.5亿美元上下浮动1.5亿美元，非GAAP每股收益预计为9.08美元上下浮动0.78美元，增长幅度相对温和。
市场分析认为，此次下跌主要反映了投资者对科磊估值处于历史高位的担忧，以及对公司营收增速已连续三个季度放缓的警惕，部分投资者选择在业绩公布后进行获利了结。在当前半导体行业周期性波动的背景下，市场正在重新评估其后续的增长韧性。
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