智通财经APP获悉，周五，科磊(KLAC.US)大跌10%，报1513.01美元。消息面上，科磊公布，截至2025年12月31日的2026财年第二财季营收33亿美元，调整后每股收益8.85美元，均超出市场预期。然而，科磊对第三财季的业绩指引未能满足市场预期。该公司第三财季指引显示，预计收入为33.5亿美元上下浮动1.5亿美元。非GAAP稀释后每股收益预计为9.08美元上下浮动0.78美元。这一指引未能满足市场对加速增长的期待。增长幅度相对温和，未能体现出人工智能驱动下的强劲加速态势。
市场分析普遍认为，此次“业绩利好、股价走跌”的背离现象，主要源于投资者对科磊估值处于历史高位的担忧，以及对公司营收增速已连续三个季度放缓的警惕。
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