异动解读|迈威尔科技盘中下跌7.43%,Q2业绩小幅超预期但谷歌大单入账节奏引发担忧叠加利好兑现

行情直击
Aug 28

8月28日,迈威尔科技盘中下跌7.43%,报223.57美元/股,成交额9.05亿美元。

消息面上,公司于前一交易日盘后发布FY2027 Q2财报:调整后每股收益0.94美元,略超预期的0.93美元;营收27.4亿美元,同比增37%,超预期的27.2亿美元。Q3指引营收31.5亿美元、调整后每股收益1.10美元,均高于市场预期的30.4亿美元和1.08美元。

尽管业绩与指引双双超预期,股价仍遭抛售,主要原因包括:一是超预期幅度有限,投资者对谷歌合作大单的收入确认节奏存疑,JPMorgan分析师在电话会上追问相关进展;二是财报发布前富国银行、HSBC、瑞银等机构密集上调目标价,股价已累计反弹逾10%,叠加年内涨幅达184%,市场对超预期已充分定价,呈现典型利好兑现回落走势。

(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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