安霸(AMBA)今日盘中大跌13.61%，引发了市场的广泛关注。
消息面上，安霸首席财务官约翰·杨在财报电话会议中警告，由于季节性因素影响，公司第四季度汽车和物联网业务将出现中到高个位数的下滑，预计营收介于9700万至1.03亿美元之间，较第三季度环比下降。此外，公司的高研发支出导致了持续的净亏损，进一步加剧了投资者的担忧。
值得注意的是，公司第三季度业绩其实超出预期：营收达1.0845亿美元，高于预期的1.0412亿美元；每股收益0.27美元，高于预期的0.21美元。但市场更关注未来业绩指引，且公司首席技术官Leslie Kohn因个人原因辞职，过渡为首席技术顾问，这些因素共同导致了股价的大幅下挫。
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