异动解读|高通夜盘下跌4.55%,第四季度利润指引疲软且手机业务承压

行情直击
Jul 30

7月30日,高通夜盘下跌4.55%,报148.59美元/股。消息面上,公司盘后发布第三财季财报,净利润同比下滑25%至20亿美元,调整后EPS为2.21美元,略低于市场预期的2.23美元;营收99.5亿美元,同比下降4%但超预期。

市场抛压主要源于疲软的前瞻指引及成本端压力。公司预计第四季度安卓手机业务收入将下滑约20%,每股收益年度降幅超1.50美元;同时警告苹果业务流失速度快于预期。高通指出,内存价格史无前例的上涨及供应瓶颈构成显著周期性逆风,公司宣布9月1日起全线上调产品售价,涨幅或达两位数。尽管汽车业务Q4预计同比增长60%、并拿下宝马十年芯片大单,但未能扭转市场对核心手机业务恶化的担忧。

(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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