超微电脑盘前大跌，公司财报低于预期，下调业绩指引
周三，超微电脑盘前大跌超15%，公司第三财季营收、调整后每股收益均低于预期，下调业绩指引。
公司第三财季调整后EPS预计为0.29至0.31美元，远低于分析师平均预期的0.53美元；营收区间为45亿至46亿美元，较此前市场预测的53.5亿美元大幅缩水。公司同时下调截至3月31日的财季业绩指引，最新营收指引对应的同比增速为18%，较2023年同期200%的爆发式增长显著放缓。
超微电脑在声明中称，业绩不及预期的主要原因为部分客户平台采购决策延迟，导致约10%的订单从第三财季顺延至第四财季。此外，老旧产品库存积压与加急费用支出增加，进一步挤压公司利润空间。数据显示，公司第三财季毛利率较上一季度收窄220个基点，反映供应链成本上升与产品组合调整的双重压力。
此次业绩预警是超微电脑近一年来遭遇的第三次重大冲击。2023年，受益于AI算力需求爆发及英伟达芯片订单激增，公司股价全年涨幅超300%。然而进入2024年下半年，受财务报告延迟、治理争议及做空机构质疑影响，公司股价累计跌幅超80%，市值大幅缩水。
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