异动解读|闪迪盘前下跌8.27%,Q4业绩大超预期但下季营收指引不及市场高期望延续抛售

行情直击
Aug 06

8月6日,闪迪盘前下跌8.27%,报1235.64美元/股,成交额23.27万美元。

消息面上,闪迪于8月5日盘后公布第四财季业绩,营收89.7亿美元,同比暴增372%,调整后每股收益39.25美元,均大幅超出市场预期。然而,公司给出的下一财季营收指引为103亿至108亿美元,中值105.5亿美元,低于市场预期的108亿美元;调整后EPS指引中值45美元,亦略低于预期的45.58美元。尽管公司同时宣布140亿美元新股票回购计划,但在7月累计暴跌47%的背景下,市场对增长持续性要求极为严苛,"略逊预期的未来"未能被"超预期的过去"所抵消,盘后即重挫逾7%,抛压延续至盘前。高盛亦警示闪迪低于预期的指引或将向美光等存储同业传导。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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