异动解读 | 阿克迈夜盘大跌7.61%,因Q1利润指引疲软且内存成本飙升

异动解读
Feb 20

内容分发网络服务商阿克迈(Akamai Technologies)在今日夜盘交易中股价大跌7.61%,引发市场关注。

消息面上,该公司发布的第一季度盈利指引不及市场预期,是导致股价下挫的直接原因。阿克迈预计第一季度调整后每股收益在1.50美元至1.67美元之间,低于分析师普遍预期的1.75美元。

此外,公司面临显著的成本压力。首席执行官汤姆·莱顿指出,由于全球内存芯片供应持续紧张,价格在过去几个月可能已经翻倍,公司可能需要将部分增加的成本转嫁给客户。这一成本压力主要源于大型科技公司为构建人工智能基础设施而大量采购内存芯片,挤占了市场供应并推高了价格。

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