高通(QCOM)股价在周三夜盘交易中大跌5.30%,主要受其第三季度营收预期低于华尔街预期的影响。
根据公司最新发布的财报,高通预计第三季度销售额区间中间值为103亿美元,略低于分析师平均预期的103.5亿美元。这一预期反映出公司对智能手机芯片需求的谨慎态度,以及对宏观经济环境和全球贸易的担忧。
高通首席执行官克里斯蒂安诺·阿蒙(Cristiano Amon)在一份声明中表示:"在应对当前宏观经济和贸易环境的过程中,我们将继续专注于我们能够控制的关键因素,即我们领先的技术路线图、一流的产品组合、稳固的客户关系和运营效率。"
值得注意的是,尽管第三季度展望不佳,高通第二财季的业绩实际上超出了市场预期。公司报告第二财季调整后每股收益为2.85美元,高于预期的2.82美元;营收为108.4亿美元,同比增长15.4%,也高于预期的106.6亿美元。
然而,投资者似乎更关注未来的不确定性。市场对高通可能失去苹果公司这一重要客户的订单感到担忧,同时中美贸易关系的紧张也给公司的前景蒙上了阴影。在上一财年,中国市场约占高通总销售额的46%。
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