阿克迈(Akamai Technologies)今日盘后股价大跌8.67%，引起了市场关注。
消息面上，该公司预测第一季度调整后每股利润为1.50美元至1.67美元，低于分析师平均预期的1.75美元。公司表示，持续的内存供应紧张推高了成本，首席执行官汤姆·莱顿指出，内存成本在过去的几个月里可能翻了一番，公司可能需要将部分成本转嫁给客户。
此外，大型科技公司为人工智能基础设施建设大量采购内存芯片，导致全球供应紧张、价格攀升，进一步加剧了阿克迈的成本压力。尽管公司预计2026年营收展望良好，且第四季度业绩超出预期，但短期利润预测不佳仍是导致股价下跌的主要原因。
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