周三盘中,太阳能逆变器制造商Enphase Energy(ENPH)股价大跌8.71%,主要原因是公司发布的第三季度业绩指引低于市场预期,以及毛利率预期下降。
尽管Enphase Energy公布的第二季度业绩超出市场预期,但其对未来的展望却令投资者感到失望。公司预计第三季度营收将在3.3亿美元至3.7亿美元之间,中值低于分析师预期的3.6809亿美元。更令市场担忧的是,公司预测第三季度毛利率将降至41%至44%之间,明显低于第二季度的46.9%。
此外,Enphase Energy还提到美国进口关税政策对其毛利率造成了影响,这进一步加剧了市场对公司未来业绩的忧虑。分析人士指出,住宅太阳能税收抵免政策即将到期,加上高利率环境的影响,可能会给Enphase Energy这样的高端产品制造商带来更大的挑战。这些因素共同导致了投资者对公司近期前景的担忧,进而引发了股价的大幅下跌。
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