周五盘前，半导体设备制造巨头应用材料（Applied Materials）股价大跌5.78%，投资者对公司最新财报及未来展望表示失望。
应用材料于周四晚间发布的2025财年第二季度财报显示，公司营收为71亿美元，同比增长7%，但略低于分析师平均预期的71.3亿美元。公司最大业务部门半导体系统的销售额为52.6亿美元，未能达到市场预期的53.2亿美元。尽管调整后每股收益2.39美元高于预期，但投资者更关注收入增长和未来前景。
更令市场担忧的是，应用材料对第三财季的业绩展望不及部分分析师预期。公司预计下季度营收在67亿至77亿美元之间，中值为72亿美元，而此前有分析师预计高达74亿美元。此外，中美贸易摩擦持续影响公司业务，其中国市场收入占比已从去年同期的43%降至本季度的25%。Summit Insights Group分析师Kinngai Chan指出，美国政府对华半导体设备出口的限制政策明显正在影响公司的业绩表现及未来前景。
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.