异动解读|安霸盘中下跌20.62%,财报发布后遭机构下调评级

行情直击
May 29

5月29日,安霸盘中大幅下跌20.62%,报72.9美元/股,成交额1.98亿美元。

消息面上,安霸于前一交易日盘后公布第一财季业绩,非GAAP每股收益0.11美元,同比增长57%,略超市场预期的0.10美元;营收1.004亿美元,同比增长16.9%,亦小幅超出预期。公司给出第二财季营收指引为1.05亿至1.11亿美元,中值基本符合分析师预期的1.071亿美元。尽管业绩小幅超预期,Summit Insights Group将安霸评级下调至"持有",引发市场抛压。此外,公司同日宣布与韩华达成边缘AI长期合作协议,潜在营收估值超8亿美元,但未能对冲市场悲观情绪。业绩仅微幅超预期叠加机构评级下调,市场对公司增长节奏的预期出现分歧,导致股价剧烈回调。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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