异动解读 | Q3营收指引不及预期,艾马克技术公司夜盘大跌6.24%

异动解读
Jul 28

艾马克技术公司(AMKR)今日夜盘交易中股价大跌6.24%,引发市场广泛关注。

消息面上,公司盘后发布了第二季度财报。尽管业绩超出预期,但第三季度营收指引低于华尔街共识,成为夜盘股价下挫的主要原因。具体来看,公司第二季度调整后每股收益为0.70美元,远超分析师预期的0.47美元;营收达到19亿美元,也高于预期的18.1亿美元。然而,公司给出的第三季度营收指引为19.5亿至20.5亿美元,中值20亿美元,低于市场预期的21.2亿美元,令投资者对公司后续增长动能感到担忧。

此外,该股此前因与英伟达签署15亿美元先进封装协议而大幅上涨,短期积累较大涨幅。当日盘中半导体板块集体走弱,市场呈现出典型的“利好兑现”抛售格局,进一步加剧了夜盘的下行压力。

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