9月4日，慧与科技盘中下跌3.91%，报53.725美元/股，成交额1.06亿美元。股价延续此前财报发布后的调整态势，多重利空因素持续压制市场情绪。
消息面上，公司9月2日盘后公布第三财季业绩，调整后每股收益1.11美元，大幅超出市场预期的0.93美元，同比增长152%；营收122.13亿美元，高于预期的119.08亿美元。公司同步将全年调整后每股收益指引上调至3.75至3.85美元，远超此前市场一致预期的3.44美元。然而，管理层在电话会议中明确警告供应链限制仍在持续制约交付，内存为最大瓶颈，其次为NAND、CPU及硬盘。此外，公司宣布与甲骨文达成多年期AI基础设施网络合作，同时向甲骨文发行可购买普通股的认股权证，引发股权稀释忧虑。叠加年内股价已累计上涨逾114%，部分利好或已提前兑现，"利好出尽"效应持续发酵。
（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。）
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.