半导体制造商Qorvo, Inc.(QRVO)在周一盘后大幅下挫14.72%,收于87.27美元。股价暴跌引发市场广泛关注,原因主要有以下两点:
首先,Qorvo预计第三季度营收和利润将低于华尔街预期,主要受到激烈竞争和消费者转向经济型入门级智能手机的压力影响。公司预计这种趋势将在2025财年下半年持续,给未来业绩带来压力。此前,该公司第三季度营收预期为9亿美元,正负2500万美元,低于分析师预计的10.6亿美元;预计每股收益1.10-1.30美元,而分析师预计为1.92美元。
其次,多家著名分析机构下调了对Qorvo的投资评级,投资者对公司前景的信心受到打击。包括Wedbush Securities将评级从"买入"降至"中性"、Raymond James Financial将评级从"买入"降至"卖出"。分析师普遍担忧该公司未来可能面临需求疲软,供应链和库存压力加大等问题。
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