异动解读 | 豪洛捷盘中大跌8.68%,年度利润预期下调引发投资者担忧

异动解读
02 May

医疗设备制造商豪洛捷(Hologic)今日盘中大跌8.68%,股价创下四年新低,引发市场广泛关注。

消息面上,豪洛捷在周四晚间下调了2025财年的利润预期。公司将每股收益预期从此前的4.25美元至4.35美元区间下调至4.15美元至4.25美元区间。豪洛捷表示,这一下调主要是由于关税的不确定性。尽管公司维持了40.5亿至41亿美元的年度收入预期,但利润预期的下调仍然引发了投资者的担忧。

分析人士指出,豪洛捷目前面临多重挑战。券商BTIG表示,在未来几个季度内,看不到有意义的加速增长动力。同时,公司还为供应商提高零部件成本敞开了大门,这种担忧可能会进一步限制投资者的胃口。此外,豪洛捷预计宏观经济动态将影响中国市场需求,这也给公司的未来业绩增添了不确定性。虽然豪洛捷第一季度每股利润为1.03美元,略高于分析师预期的1.02美元,但这似乎并未能缓解投资者的忧虑。

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