异动解读｜慧与科技盘中下跌9.05%，财报大超预期但供应链瓶颈及认股权证稀释担忧持续施压

行情直击09-03

9月3日，慧与科技盘中下跌9.05%，报47.09美元/股，成交额9881.43万美元。尽管前一日盘后公布的第三财季业绩大幅超预期，股价仍延续跌势。

财报显示，公司第三财季调整后每股收益1.11美元，超出市场预期的0.93美元，同比增长152%；营收122.13亿美元，高于预期的119.08亿美元。公司同步将全年调整后每股收益指引上调至3.75至3.85美元，远超此前3.35至3.45美元的预期区间。然而，管理层在电话会议中明确警告供应链限制仍在持续制约公司满足攀升的客户需求，成为市场核心担忧。此外，公司宣布与甲骨文达成多年期AI基础设施网络合作，并向甲骨文发行可购买普通股的认股权证，引发股权稀释忧虑，双重利空压制市场情绪。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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