Q2财报全线超预期仍遭抛售,恩智浦(NXPI.US)折射芯片板块“预期透支”困境

智通财经
Jul 29
【Q2财报全线超预期仍遭抛售,恩智浦(NXPI.US)折射芯片板块“预期透支”困境】智通财经APP获悉,周三盘后,荷兰芯片制造商恩智浦半导体(NXPI.US)公布了截至6月28日的2026年第二季度财报。尽管公司交出了一份全面超预期的成绩单,并上调了第三季度业绩指引,股价却在盘后交易中一度大跌逾6%。这一“业绩越好、股价越跌”的反常走势,折射出芯片板块在经历了上半年暴涨后,正面临估值透支、中国竞争加剧与AI资本开支回报质疑的三重压力。

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