美国碳化硅芯片制造商Wolfspeed(股票代码:WOLF)今日盘中股价暴跌29.32%,主要原因是公司发布的财报和未来展望大幅低于市场预期,引发投资者对公司前景的担忧。
根据公司公布的财报,Wolfspeed第三季度营收为1.854亿美元,同比下降7.6%,略低于分析师预期的1.8586亿美元。然而,更令市场失望的是公司对未来的悲观展望。Wolfspeed预计2026财年收入仅为8.5亿美元,远低于分析师预期的9.587亿美元,这一悲观预期成为引发股价大跌的主要原因。
Wolfspeed目前面临多重挑战。作为特斯拉、通用汽车和梅赛德斯-奔驰等汽车制造商的芯片供应商,公司受到电动汽车普及速度低于预期的影响。此外,新关税推高了汽车零部件价格,导致客户推迟产品发布。更广泛的宏观经济挑战,如高利率环境,也延长了工业和能源领域的投资周期。这些因素综合导致了投资者对Wolfspeed未来前景的担忧,引发了股价的大幅下跌。
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