异动解读|思佳讯盘后下跌8.01%,财报虽超预期但苹果备货削减压制前景

行情直击
Jul 29

7月29日,思佳讯盘后下跌8.01%,报59.97美元/股,成交额3582.21万美元。公司盘后发布第三财季业绩,营收9.35亿美元,略超分析师预期的9.249亿美元,同时披露加速推进与Qorvo合并的关键步骤。

尽管营收小幅超预期,但此前盘中已上涨逾5%,市场对乐观情景充分定价。KeyBanc此前指出,苹果备货削减可能压制思佳讯短期业绩展望,叠加公司上季度调整后每股收益同比已呈下降趋势(Q2同比降7.26%),投资者对未来季度指引预期偏谨慎。此外,Mizuho此前将公司评级下调至"跑输大市",目标价仅46美元,反映部分机构对智能手机射频需求疲软的担忧。盘后大幅回落体现了"利好兑现"与前瞻指引不确定性的双重压力。

(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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