美国电信巨头AT&T（T）今日盘中大跌5.36%，引发市场关注。尽管公司第二季度财报整体表现亮眼，但光纤用户增长不及预期成为投资者担忧的焦点。
根据AT&T公布的财报，第二季度营收增长3.4%至308亿美元，超过市场预期的304亿美元；调整后每股收益为54美分，同样好于预期的52美分。公司还新增了40.1万名移动电话用户，远超分析师预估的30.1万。然而，新增光纤用户仅24.3万，低于市场预期的25.61万，显示出该业务增长放缓的迹象。
AT&T表示，将从特朗普政府新税法中受益，预计到2027年将节省65亿至80亿美元的现金税。公司计划将其中35亿美元用于加速光纤网络建设。尽管如此，投资者似乎更关注光纤业务的短期增长压力，导致股价大幅下跌。分析人士指出，激烈的市场竞争和用户增长放缓可能是引发投资者担忧的主要原因。
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