美股異動|超微電腦盤前大跌超17% 第四財季業績不及預期+大砍全年營收指引
超微電腦(SMCI.US)盤前大跌超17%,報47.5美元。消息面上,超微電腦第四財季營收57.6億美元同比增長7.5%,低於分析師預期的60.1億美元;調整後每股收益0.41美元,亦低於預期的0.44美元。展望方面,公司預計2026財年首財季營收將介於60億至70億美元之間,調整後每股盈利將介於0.4至0.52美元之間,分別低於分析師平均預期的65.9億美元和0.59美元。另外,公司將2026財年營收預期從此前的400億美元大幅砍至330億美元。彭博智庫分析師Woo Jin Ho表示,這一展望暗示着高度競爭的定價環境,特別是來自戴爾的競爭,引發市場擔憂超微電腦市場份額可能不斷被侵蝕。(格隆匯)
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