异动解读|第一太阳能盘中下跌5.03%,业绩与订单储备背离引发分析师下调预期

行情直击
Jun 09

6月9日,第一太阳能盘中下跌5.03%,报261.54美元/股,成交额2.06亿美元。

消息面上,尽管公司Q1财报表现亮眼(营收同比+23%、净利润同比+65%、EPS 3.22美元、毛利率升至46.6%),但订单储备(backlog)出现缩水,分析师6月连续下调目标价,市场对公司远期增长确定性产生分歧。同时,半导体板块整体承压,迈威尔科技跌7.35%、美国超微公司跌2.64%、美光科技跌1.71%,行业回调进一步放大个股跌幅。

第一太阳能是美国领先的太阳能技术公司及全球最大薄膜光伏太阳能组件制造商,开发、制造和销售具有先进薄膜半导体技术的光伏太阳能组件。

(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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