盘后暴跌超10%！苹果射频供应商Qorvo业绩指引不及预期

invest wallstreet01-28

射频芯片制造商Qorvo Inc (NASDAQ:QRVO)周二盘后交易中股价下滑，此前该公司发布的当前季度指引未达预期，称展望反映了其最大客户苹果(Apple Inc) (NASDAQ:AAPL)的"季节性下滑"。盘后交易中，Qorvo股价最后下跌超10%。该公司正在被规模更大的竞争对手Skyworks Solutions Inc (NASDAQ:SWKS)收购，Qorvo设计用于智能手机的射频...

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wallstreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>射频芯片制造商Qorvo Inc (NASDAQ:QRVO)周二盘后交易中股价下滑，此前该公司发布的当前季度指引未达预期，称展望反映了其最大客户苹果(Apple Inc) (NASDAQ:AAPL)的\"季节性下滑\"。盘后交易中，Qorvo股价最后下跌超10%。该公司正在被规模更大的竞争对手Skyworks Solutions Inc (NASDAQ:SWKS)收购，Qorvo设计用于智能手机的射频...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128093104a6b50433&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0788109477.HKD","symbol_name":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) 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Apple RF supplier Qorvo's performance guidance falls short of expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"QRVO":1.97,"MACW.SI":0.6,"AAPL":0.9},"content_text":"射频芯片制造商Qorvo Inc (NASDAQ:QRVO)周二盘后交易中股价下滑，此前该公司发布的当前季度指引未达预期，称展望反映了其最大客户苹果(Apple Inc) (NASDAQ:AAPL)的\"季节性下滑\"。盘后交易中，Qorvo股价最后下跌超10%。该公司正在被规模更大的竞争对手Skyworks Solutions Inc (NASDAQ:SWKS)收购，Qorvo设计用于智能手机的射频组件，如滤波器和开关。其产品还用于从汽车到电力设备的各种领域，以及国防和航空航天行业。QRVO报告的2026财年第三季度每股收益为2.17美元，超出分析师预期31美分。营收为9.93亿美元，而共识预期为9.8869亿美元。对于第四季度，该公司预计每股利润为1.05-1.35美元，营收为7.75亿-8.25亿美元。分析师预期每股收益1.37美元，营收9.038亿美元。QRVO首席执行官Bob Bruggeworth在一份声明中表示：\"我们3月季度的展望反映了我们最大客户的季节性下滑，安卓业务的持续战略调整，以及HPA的持续强劲表现。\"他指的是苹果，该公司贡献了Qorvo近一半的营收。Qorvo和Skyworks于2025年10月宣布了合并计划，同意以220亿美元的现金加股票交易进行合并。该交易预计将于明年初完成。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606757013","isCrawlerRequest":true}