半导体设备制造商科磊（KLA）周三盘后股价大跌5.92%，尽管公司发布了优于预期的财报和展望。
根据公司最新财报，科磊第一季度营收达32.1亿美元，高于分析师预期的31.7亿美元。每股收益为8.81美元，同样超过了华尔街预期的8.61美元。此外，公司预计第二季度营收约为32.3亿美元，高于分析师平均预期的31.8亿美元。这些强劲的数据主要得益于人工智能领域对先进芯片制造工具的旺盛需求。
然而，投资者似乎更关注科磊对中国市场的警告。公司预计，由于美中贸易紧张局势，未来五个季度的销售额将减少3亿至3.5亿美元。科磊在致股东的信中表示，"由于美国政府扩大出口管制，某些中国客户的市场准入将受到额外损失。"考虑到中国市场在上一季度占据了公司39%的总营收，这一警告无疑引发了市场对科磊未来增长前景的担忧，可能是导致股价大跌的主要原因。
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