OLED(Universal Display Corporation)10月30日盘后股价重挫8.45%,引发了市场广泛关注。虽然OLED公司在2024年第三季度业绩超过了华尔街平均预期,但一些分析师对后续展望持谨慎态度。
财报数据显示,OLED第三季度实现营收16.163亿美元,同比增长14.6%,调整后每股收益达1.4美元,超出分析师平均预期的1.19美元。不过,在过去三个月里,分析师对OLED季度预期上调幅度有限,仅1.4%,且上周以来盈利预测并无进一步上修。
分析师普遍认为,OLED未来面临较大的增长压力。一方面,随着苹果旗下iPhone16系列在移动终端OLED显示驱动芯片市场占据主导地位,OLED订单前景存在不确定性;另一方面,韩国及中国台湾等地晶圆代工厂在OLED显示驱动芯片领域已建立起强大实力,OLED将面临更加激烈的竞争态势。基于上述因素,分析师对OLED未来盈利能力较为担忧,进而引发股价大跌。
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