内容分发网络服务商阿克迈（Akamai Technologies）今日盘前股价大跌8.81%，引发了市场的广泛关注。
消息面上，该公司发布的第一季度盈利指引不及市场预期，是导致股价下挫的直接原因。阿克迈预计第一季度调整后每股收益在1.50美元至1.67美元之间，低于分析师普遍预期的1.75美元。
此外，公司面临显著的成本压力。首席执行官汤姆·莱顿指出，由于全球内存芯片供应持续紧张，价格在过去几个月可能已经翻倍，公司可能需要将部分增加的成本转嫁给客户。这一成本压力主要源于大型科技公司为构建人工智能基础设施而大量采购内存芯片，挤占了市场供应并推高了价格。尽管公司第四季度业绩超出预期，且2026年营收展望良好，但短期利润预测不佳仍是市场抛售的主要动因。
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