异动解读 | 联电盘前大跌5.89%,因Q4盈利略逊于预期及首季指引保守

异动解读
Feb 02

联电(UMC)今日盘前股价大跌5.89%,引发了市场关注。

消息面上,公司公布的2025年第四季度财报显示,尽管营收超出市场预期,但每股收益为0.129美元,略低于市场预期,这令部分投资者感到失望。同时,公司对今年第一季度的业绩指引也较为保守,预计毛利率将回落,产能利用率预计处于70%中段范围,这些因素共同导致了股价在盘前交易时段承压下行。

根据公司披露的数据,第四季度晶圆出货量环比微降,整体产能利用率维持在78%。展望未来,公司预计首季晶圆出货量将保持平稳,平均销售单价保持坚挺,但盈利能力的预期下滑是市场反应的主要焦点。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10