异动解读 | 思佳讯盘前大涨5.72%,财报超预期及强劲业绩指引提振信心

异动解读
Aug 06, 2025

苹果供应商思佳讯(Skyworks Solutions)今日盘前大涨5.72%,股价表现抢眼。这一显著涨幅主要源于公司发布的第三财季业绩超出市场预期,同时对第四财季的业绩指引也远超分析师预估。

具体来看,思佳讯第三财季营收达9.65亿美元,高于分析师预期的9.409亿美元;调整后每股收益为1.33美元,同样超过市场预期的1.22美元。更值得注意的是,公司预计第四财季营收将达到10.0亿至10.3亿美元之间,大幅超出分析师此前预估的8.874亿美元。此外,思佳讯还预测第四季度调整后每股收益为1.40美元,远高于市场预期的0.97美元。

思佳讯首席执行官菲尔·布雷斯(Phil Brace)表示:"我们对移动领域的增长势头以及我们在广泛市场中持续的强劲表现感到鼓舞,这得益于边缘物联网、汽车和数据中心领域的长期增长趋势推动。"尽管全球贸易紧张局势引发了对供应链中断和成本上升的担忧,但思佳讯的芯片需求依然强劲,这反映了公司在汽车、移动设备等多个行业的广泛应用前景。这些积极的财务数据和乐观的未来展望无疑提振了投资者信心,推动股价强劲上涨。

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