9月3日，慧与科技夜盘下跌5.17%，报49.15美元/股，成交额1.53万美元。公司盘后发布第三财季业绩，调整后每股收益1.11美元，大幅超出市场预期的0.93美元，同比增长152%；营收122.13亿美元，高于预期的119.08亿美元；全年调整后每股收益指引上调至3.75至3.85美元，远超此前3.35至3.45美元的预期区间。
尽管业绩与指引均大幅超预期，股价仍承压下行，主要受两方面因素拖累：一是管理层在电话会议中明确警告供应链限制仍在持续制约公司满足攀升的客户需求；二是公司宣布与甲骨文达成多年期AI基础设施网络合作的同时，已向甲骨文发行可购买普通股的认股权证，引发市场对股权稀释的担忧。
（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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