异动解读|Wolfspeed盘中下跌8.25%,Q4营收大幅不及预期叠加亏损同比扩大

行情直击
Aug 20

8月20日,Wolfspeed盘中下跌8.25%,报26.69美元/股,成交额1136.86万美元。

消息面上,公司于前一日盘后公布2026财年Q4业绩:营收1.496亿美元,大幅低于市场预期的2.24亿美元,同比下降24%;调整后每股亏损2.26美元,较去年同期0.77美元显著扩大;GAAP毛利率为-25%,调整后毛利率为-20%。Q1营收指引中值1.5亿美元,略低于市场预期。此前公司股价已因800V直流路线图大规模采用推迟至2028年以后的消息连续两日累计下跌约16%,本次营收大幅不及预期进一步确认收入修复放缓的担忧,盘中抛压延续。

Wolfspeed是宽带隙半导体创新企业,专注碳化硅及氮化镓功率器件,产品覆盖电动汽车、快充、5G、可再生能源及航空航天等领域。

(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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