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2026 Q1财报：Rigetti、MARA、Circle等公布业绩
汇集明星公司最新一季度业绩报告。
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Rigetti Computing 一季度营收同比增三倍，超市场预期
05-12 07:12
普拉格能源Q1营收1.635亿美元，同比增长22%
05-12 07:01
谐波Q1业绩超市场预期，并上调全年盈利指引
05-12 06:41
MARA Holdings第一季度营收同比下滑，亏损超市场预期
05-12 06:35
Hims & Hers Health Q1营收同比增长4%，但盈利未达预期出现亏损
05-12 06:23
CleanSpark第二财季营收同比下滑24.9%，净亏损超市场预期
05-12 06:17
AST SpaceMobile Q1营收1473万美元，亏损超出预期
05-12 06:11
Circle一季度总收入及储备收益同比增长20%，USDC流通量同比增长28%
05-11 18:30
麦当劳一季度业绩超出预期，客单价提升推动了同店销售额增长
05-07
奇景光电第一季每ADS盈余优于预期，预计第二季营收较上季增长 10.0%
05-07
Beyond Meat一季度调整后每股亏损收窄，二季度指引疲软
05-07
Snap警示中东冲突及北美增长放缓拖累广告收入，盘后跌超9%
05-07
IONQ加倍押注对标英伟达，一季度业绩超预期，上调全年指引
05-07
Applovin Q1净利润同比猛增109% Q2业绩指引超预期
05-07
ARM第四财季业绩超预期，第一财季指引乐观，但警告智能手机市场“逆风”
05-07
Uber一季度调整后利润超预期，总预订额大增21%至537亿美元
05-06
迪士尼第二财季营收251.68美元，同比增长7%
05-06
Hut 8宣布签署价值98亿美元的人工智能数据中心租赁协议
05-06
百济神州Q1净利润16.08亿元，同比扭亏为盈
05-06
诺和诺德Q1净利润及明星减肥药销量均高于预期，上调2026年业绩展望
05-06
西方石油Q1业绩好坏参半，中东战事拖累运营，下调全年产量预测
05-06
Lumentum2026财年Q3营收及盈利齐超预期，AI光学需求爆发带动上调指引
05-06
AMD一季度营收超预期增长38%，数据中心业务大增57%，二季度指引超预期
05-06
超微电脑第三财季调整后每股收益0.84美元，同比大增超170%
05-06
法拉利第一季度业绩超华尔街预期，纯电动车型即将亮相
05-05
Shopify一季度营收超预期，二季度业绩指引与市场预期基本持平
05-05
Paypal Q1营收83.5亿美元，超出市场预期，盘前股价涨超3%
05-05
辉瑞一季度业绩超预期，重申2026年业绩展望，新产品增长显现
05-05
汇丰控股一季度收入186亿美元，同比增幅6%，除税后利润74亿美元
05-05
Pinterest 2026年Q1营收升18%、MAU破6.3亿
05-05
Palantir一季度营收大涨85%超预期，上调全年业绩指引
05-05
泰森食品第二财季业绩优于预期，得益于鸡肉业务强劲表现
05-04
挪威邮轮因中东冲突推高燃料成本而下调全年利润指引
05-04
Roblox一季度用户数据低于预期，下调全年预订额预期
05-01
Dexcom一季度业绩超预期，重申全年业绩指引
05-01
Roku一季度营收增长28%超预期，上调全年平台营收指引
05-01
受人工智能需求推动，Twilio 上调全年营收增长指引
05-01
Reddit一季度营收同比大增69%超预期，预计二季度营收在7.15亿美元至7.25亿美元
05-01
西部数据第三财季营收增长45%，毛利率首破50%，AI存储需求持续驱动增长
05-01
AI存储狂潮下的闪迪，数据中心收入季增233%，毛利率从23%飙至78%
05-01
苹果上季在华收入继续两位数大增，iPhone收入创同期新高，本季营收指引意外强劲
05-01
谷歌Q1营收超预期增长22%，AI驱动多板块业务增长，云业务大增63%
04-30
Meta Q1营收增长33%小幅超预期，上调全年资本开支至最高1450亿美元
04-30
云业务力挺亚马逊Q1营收提速，AWS收入增速近两年最高，资本支出超预期
04-30
微软上季营收超预期增长，Azure云收入增40%，资本支出意外放缓，盘后一度跌超3%
04-30
高通Q2手机芯片跌13%，但CEO"看到底部"，数据中心成新救命稻草
04-30
安飞士Q1营收25.3亿美元，但亏损超出市场预期
04-29
通用动力Q1营收同比增长10.3%，超市场预期
04-29
得益于关键创新产品强劲增长，梯瓦制药第一季度业绩超预期
04-29
联电第一季度营收超预期，下半年将调涨晶圆价格
04-29
SoFi第一季度营收超预期，但由于业绩指引疲软引发市场担忧
04-29
瑞幸咖啡Q1营收同比增35%，启动首个回购计划
04-29
葛兰素史克Q1业绩超市场预期，预计全年盈利增长7%至9%
04-29
港交所：第一季度收入及其他收益和溢利创历季新高
04-29
Bloom Energy第一季度业绩创新高，上调全年业绩指引
04-29
Booking Holdings下调全年营收增长指引，因中东冲突带来业绩压力
04-29
Robinhood Q1营收、利润双双不及预期，加密货币收入同比腰斩
04-29
希捷科技第三财季营收超预期，预计第四财季营收和利润强劲
04-29
Visa第二财季利润超预期，批准新的200亿美元股票回购计划
04-29
星巴克第二财季营收和利润双双超预期，上调全年业绩指引
04-29
恩智浦Q1营收超预期增长12%，二季度指引上调，盘后股价涨超15%
04-29
康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期
04-28
可口可乐Q1净营收125亿美元，超市场预期
04-28
巴克莱银行第一季利润持平，拨备拖累强劲交易表现
04-28
石油巨头英国石油利润超预期，伊朗战事推高燃料价格
04-28
由于仿制药冲击严重，诺华一季度利润未达预期
04-28
LendingClub、纽柯钢铁、新美亚电子业绩超预期，盘后股价上扬；芯片设计公司Rambus经调整营业利润率不及预期，盘后股价下跌
04-28
Bed Bath & Beyond 一季度销售额增长6.9%，超市场预期
04-28
大型科技股是当前美股牛市的“双赢”交易！本周Alphabet、微软等财报至关重要
04-27
芯片制造商MaxLinear一季度业绩超预期，并上调业绩指引
04-24
英特尔电话会：Q1营收超指引14亿美元，AI业务猛增40%，CEO高呼“CPU重返AI核心”
04-24
绩后大涨19%！英特尔一季报与二季度指引全面超预期，市场押注CPU需求增长
04-24
SAP云业务营收超预期，同比增长19%，Q1利润超预期增长17%
04-24
诺基亚一季度业绩超预期，AI热潮再度推动销售增长
04-23
拉姆研究第三财季业绩超预期，第四财季营收和利润指引强劲
04-23
特斯拉电话会：超预期上调2026年资本开支，AI5芯片提前流片，“Optimus将是史上最大的产品”
04-23
德州仪器一季度业绩稳健，二季度业绩指引强劲
04-23
IBM一季度业绩超预期，但维持全年指引不变
04-23
大超预期！SK海力士一季度净利润40万亿韩元，预期29万亿韩元
04-23
特斯拉Q1营收创近两年最高增速，盈利大超预期，现金流翻倍
04-23
ServiceNow一季度业绩符合预期，全年订阅收入指引上调，但中东战事拖累业务发展
04-23
必和必拓第三财季铁矿石产量上升，维持全年业绩指引不变
04-22
联合大陆航空因燃油成本飙升大幅下调2026年盈利预期
04-22
联合健康Q1业绩超预期，预计在Q2至少回购20亿美元普通股
04-21
阿拉斯加航空撤回全年盈利预测，伊朗相关燃油价格飙升挤压利润空间
04-21
尽管铝价上涨，但美国铝业一季度营收和净利不及预期
04-17
奈飞一季度营收超预期，每股收益大幅增长，董事长里德·哈斯廷斯将离任
04-17
雅培Q1营收超市场预期，因收购下调全年盈利预期
04-16
台积电Q1净利润同比增58%，毛利率历史性突破66%，资本支出111亿美元
04-16
摩根士丹利Q1净营收205.8亿美元，超市场预期
04-15
阿斯麦Q1营收87.67亿欧元，高于市场预期
04-15
盘中大跌逾7%！富国银行一季度业绩不及预期，净息差收窄，私募信贷敞口暴露
04-15
摩根大通Q1营收505亿美元超预期，交易业务飙至历史新高，投行业务大增38%
04-14
贝莱德Q1营收、EPS双双超预期 ETF产品助力“吸金”1300亿美元
04-14
随着财报季全面展开，4月美股反弹即将面临首次重大考验
04-13
优衣库母公司迅销上调全年业绩预期，季度利润超预期增长
04-10
星座品牌预测2027财年利润将低于预期，并警告未来宏观环境存在不确定性
04-09
Applied Digital第三季度业绩超预期，人工智能数据中心业务稳步增长
04-09
达美航空Q1业绩超出预期，盘前股价涨超12%
04-08
李维斯第一财季业绩超预期，直面消费者业务首次占总销售额一半以上，上调全年业绩指引
04-08
大型科技股与银行股有望引领强劲的美股财报季，市场也将出现买入机会
04-07
三星电子预计一季度利润增长八倍，AI芯片需求推高合约价格
04-07
CainLuo
CainLuo
·
05-06
我还是不太信的，毕竟前面负面丑闻太大了，一日没有结束，都是亚历山大
超微电脑第三财季调整后每股收益0.84美元，同比大增超170%
超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%
超微电脑第三财季调整后每股收益0.84美元，同比大增超170%
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Madagascar P
Madagascar P
·
04-28
53倍PE，相对于增速，太贵了
康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期
4月28日，光通信概念股康宁盘前跌超11%！第二季度盈利指引低于市场预期>>
康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期
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Kristopherrr
Kristopherrr
·
04-15
说说你对这篇新闻的看法...
阿斯麦Q1营收87.67亿欧元，高于市场预期
4月15日，阿斯麦Q1营收87.67亿欧元，预期为86.9亿欧元，上一季度为97.18亿欧元；净利润为27.57亿欧元，预期为25.6亿欧元，上一季度为28.4亿欧元。阿斯麦预计第二季度净销售额为84亿至90亿欧元，市场预期为90.7亿欧元；预计全年净销售额为360亿至400亿欧元，此前预期为340亿至390亿欧元。
阿斯麦Q1营收87.67亿欧元，高于市场预期
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CainLuo
CainLuo
·
05-06
我还是不太信的，毕竟前面负面丑闻太大了，一日没有结束，都是亚历山大
超微电脑第三财季调整后每股收益0.84美元，同比大增超170%
超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%
超微电脑第三财季调整后每股收益0.84美元，同比大增超170%
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Madagascar P
Madagascar P
·
04-28
53倍PE，相对于增速，太贵了
康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期
4月28日，光通信概念股康宁盘前跌超11%！第二季度盈利指引低于市场预期>>
康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期
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206
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Kristopherrr
Kristopherrr
·
04-15
说说你对这篇新闻的看法...
阿斯麦Q1营收87.67亿欧元，高于市场预期
4月15日，阿斯麦Q1营收87.67亿欧元，预期为86.9亿欧元，上一季度为97.18亿欧元；净利润为27.57亿欧元，预期为25.6亿欧元，上一季度为28.4亿欧元。阿斯麦预计第二季度净销售额为84亿至90亿欧元，市场预期为90.7亿欧元；预计全年净销售额为360亿至400亿欧元，此前预期为340亿至390亿欧元。
阿斯麦Q1营收87.67亿欧元，高于市场预期
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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超微电脑第三财季调整后每股收益0.84美元，同比大增超170%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 04:18 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。展望公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dfec884e715459d0d0ac8c334542a665","relate_stocks":{"SMCI":"超微电脑","SMCX":"2倍做多SMCI ETF-Defiance","SMCC":"Defiance Leveraged Long + Income SMCI ETF","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","SMCZ":"2倍做空SMCI ETF-Defiance","SMCL":"2倍做多SMCI ETF-Graniteshares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2633296569","content_text":"超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。展望公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元至0.79美元。公司对GAAP和非GAAP摊薄后每股净收益的预测分别基于约19.4%和20.4%的税率，以及GAAP摊薄后股份总数为6.95亿股、非GAAP摊薄后股份总数为7.12亿股的假设。据悉，部分客户因电力配置、冷却系统等基础设施未能如期就位，导致服务器交付时间表被迫调整。公司管理层指出，相关订单并未取消，只是交付周期需要顺延至下个财季。目前超微电脑正与客户紧密合作，加速场地验收流程，确保设备到位后能快速完成部署。首席执行官特别说明，人工智能服务器需求依然强劲，积压订单规模持续扩大。此次营收确认的延迟仅涉及时间节点问题，对全年业绩指引维持不变。公司预计第四财季将迎来显著反弹，届时延迟交付的订单将集中确认收入。超微电脑盘后股价大涨超17%。","news_type":1,"symbols_score_info":{"CHPS":1.1,"SMCI":2,"SMYY":0.6,"SMCZ":0.6,"SMCL":0.6,"SMCC":0.6,"FTXL":1.1,"SMCY":0.6,"SMCX":0.6}},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558464857769600,"gmtCreate":1777375715275,"gmtModify":1777375717822,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"53倍PE，相对于增速，太贵了","listText":"53倍PE，相对于增速，太贵了","text":"53倍PE，相对于增速，太贵了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558464857769600","repostId":"1149981389","repostType":2,"repost":{"id":"1149981389","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1777375323,"share":"https://www.laohu8.com/m/news/1149981389?lang=zh_CN&edition=full","pubTime":"2026-04-28 19:22","market":"us","language":"zh","title":"康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1149981389","media":"老虎资讯综合","summary":"4月28日，光通信概念股康宁盘前跌超11%！第二季度盈利指引低于市场预期>>","content":"<html><head></head><body><p>4月28日，光通信概念股康宁盘前跌超11%！该公司第一季度业绩超出分析师预期，但第二季度盈利指引低于市场预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/197a5ecbcbeae3c849321903b1ba1498\" title=\"\" tg-width=\"864\" tg-height=\"735\"/></p><p style=\"text-align: start;\">该公司公布的调整后每股收益为 0.70 美元，比分析师普遍预期的 0.69 美元高出 0.01 美元。营收达到 43.5 亿美元，超过了 42.9 亿美元的预期，比去年同期增长了 18%。</p><p style=\"text-align: start;\">该公司光通信业务引领增长，销售额同比增长 36% 至 18.5 亿美元，而太阳能业务销售额飙升 80% 至 3.7 亿美元，这得益于对 Gen AI 产品的强劲需求和新太阳能产品的快速增长。</p><p style=\"text-align: start;\">康宁公司发布第二季度每股收益预期为0.73美元至0.77美元，中值为0.75美元，略低于分析师普遍预期的0.76美元。公司预计第二季度营收约为46亿美元，同比增长14%。该预期包含了康宁太阳能晶圆工厂的长期维护停产，由于公司需要过渡到永久性电力系统并升级生产设备，这将导致公司支出较第一季度增加3000万美元。</p><p style=\"text-align: start;\">“我们强劲的第一季度业绩延续了‘跳板计划’的良好发展势头，”董事长、首席执行官兼总裁温德尔·P·威克斯表示。“与‘跳板计划’2023年第四季度的起点相比，我们的核心销售额增长了33%，核心每股收益增长了79%，核心营业利润率和核心投资回报率分别提高了390个基点和470个基点。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-28 19:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月28日，光通信概念股康宁盘前跌超11%！该公司第一季度业绩超出分析师预期，但第二季度盈利指引低于市场预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/197a5ecbcbeae3c849321903b1ba1498\" title=\"\" tg-width=\"864\" tg-height=\"735\"/></p><p style=\"text-align: start;\">该公司公布的调整后每股收益为 0.70 美元，比分析师普遍预期的 0.69 美元高出 0.01 美元。营收达到 43.5 亿美元，超过了 42.9 亿美元的预期，比去年同期增长了 18%。</p><p style=\"text-align: start;\">该公司光通信业务引领增长，销售额同比增长 36% 至 18.5 亿美元，而太阳能业务销售额飙升 80% 至 3.7 亿美元，这得益于对 Gen AI 产品的强劲需求和新太阳能产品的快速增长。</p><p style=\"text-align: start;\">康宁公司发布第二季度每股收益预期为0.73美元至0.77美元，中值为0.75美元，略低于分析师普遍预期的0.76美元。公司预计第二季度营收约为46亿美元，同比增长14%。该预期包含了康宁太阳能晶圆工厂的长期维护停产，由于公司需要过渡到永久性电力系统并升级生产设备，这将导致公司支出较第一季度增加3000万美元。</p><p style=\"text-align: start;\">“我们强劲的第一季度业绩延续了‘跳板计划’的良好发展势头，”董事长、首席执行官兼总裁温德尔·P·威克斯表示。“与‘跳板计划’2023年第四季度的起点相比，我们的核心销售额增长了33%，核心每股收益增长了79%，核心营业利润率和核心投资回报率分别提高了390个基点和470个基点。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149981389","content_text":"4月28日，光通信概念股康宁盘前跌超11%！该公司第一季度业绩超出分析师预期，但第二季度盈利指引低于市场预期。该公司公布的调整后每股收益为 0.70 美元，比分析师普遍预期的 0.69 美元高出 0.01 美元。营收达到 43.5 亿美元，超过了 42.9 亿美元的预期，比去年同期增长了 18%。该公司光通信业务引领增长，销售额同比增长 36% 至 18.5 亿美元，而太阳能业务销售额飙升 80% 至 3.7 亿美元，这得益于对 Gen AI 产品的强劲需求和新太阳能产品的快速增长。康宁公司发布第二季度每股收益预期为0.73美元至0.77美元，中值为0.75美元，略低于分析师普遍预期的0.76美元。公司预计第二季度营收约为46亿美元，同比增长14%。该预期包含了康宁太阳能晶圆工厂的长期维护停产，由于公司需要过渡到永久性电力系统并升级生产设备，这将导致公司支出较第一季度增加3000万美元。“我们强劲的第一季度业绩延续了‘跳板计划’的良好发展势头，”董事长、首席执行官兼总裁温德尔·P·威克斯表示。“与‘跳板计划’2023年第四季度的起点相比，我们的核心销售额增长了33%，核心每股收益增长了79%，核心营业利润率和核心投资回报率分别提高了390个基点和470个基点。”","news_type":1,"symbols_score_info":{"GLWG":0.6,"GLW":2}},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553835035154216,"gmtCreate":1776248269176,"gmtModify":1776251064156,"author":{"id":"3562129383909349","authorId":"3562129383909349","name":"Kristopherrr","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562129383909349","idStr":"3562129383909349"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/553835035154216","repostId":"1188314430","repostType":2,"repost":{"id":"1188314430","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1776229548,"share":"https://www.laohu8.com/m/news/1188314430?lang=zh_CN&edition=full","pubTime":"2026-04-15 13:05","market":"us","language":"zh","title":"阿斯麦Q1营收87.67亿欧元，高于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1188314430","media":"老虎资讯综合","summary":"4月15日，阿斯麦Q1营收87.67亿欧元，预期为86.9亿欧元，上一季度为97.18亿欧元；净利润为27.57亿欧元，预期为25.6亿欧元，上一季度为28.4亿欧元。阿斯麦预计第二季度净销售额为84亿至90亿欧元，市场预期为90.7亿欧元；预计全年净销售额为360亿至400亿欧元，此前预期为340亿至390亿欧元。","content":"<html><head></head><body><p>4月15日，阿斯麦Q1营收87.67亿欧元，预期为86.9亿欧元，上一季度为97.18亿欧元；净利润为27.57亿欧元，预期为25.6亿欧元，上一季度为28.4亿欧元。</p><p>阿斯麦预计第二季度净销售额为84亿至90亿欧元，市场预期为90.7亿欧元；预计全年净销售额为360亿至400亿欧元，此前预期为340亿至390亿欧元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601f5a023d1ba2acf0330c7c0db7798c\" tg-width=\"486\" tg-height=\"471\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title> 阿斯麦Q1营收87.67亿欧元，高于市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n 阿斯麦Q1营收87.67亿欧元，高于市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-15 13:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月15日，阿斯麦Q1营收87.67亿欧元，预期为86.9亿欧元，上一季度为97.18亿欧元；净利润为27.57亿欧元，预期为25.6亿欧元，上一季度为28.4亿欧元。</p><p>阿斯麦预计第二季度净销售额为84亿至90亿欧元，市场预期为90.7亿欧元；预计全年净销售额为360亿至400亿欧元，此前预期为340亿至390亿欧元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601f5a023d1ba2acf0330c7c0db7798c\" tg-width=\"486\" tg-height=\"471\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188314430","content_text":"4月15日，阿斯麦Q1营收87.67亿欧元，预期为86.9亿欧元，上一季度为97.18亿欧元；净利润为27.57亿欧元，预期为25.6亿欧元，上一季度为28.4亿欧元。阿斯麦预计第二季度净销售额为84亿至90亿欧元，市场预期为90.7亿欧元；预计全年净销售额为360亿至400亿欧元，此前预期为340亿至390亿欧元。","news_type":1,"symbols_score_info":{"ASML":2}},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":561237116654712,"gmtCreate":1778052563711,"gmtModify":1778052566165,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4210205702143872","idStr":"4210205702143872"},"themes":[],"title":"","htmlText":"我还是不太信的，毕竟前面负面丑闻太大了，一日没有结束，都是亚历山大","listText":"我还是不太信的，毕竟前面负面丑闻太大了，一日没有结束，都是亚历山大","text":"我还是不太信的，毕竟前面负面丑闻太大了，一日没有结束，都是亚历山大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561237116654712","repostId":"2633296569","repostType":2,"repost":{"id":"2633296569","kind":"live","pubTimestamp":1778012325,"share":"https://www.laohu8.com/m/news/2633296569?lang=zh_CN&edition=full","pubTime":"2026-05-06 04:18","market":"us","language":"zh","title":"超微电脑第三财季调整后每股收益0.84美元，同比大增超170%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633296569","media":"智通财经","summary":"超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c0d0054b51ac6402f90c28699d28b70\" title=\"\" tg-width=\"1187\" tg-height=\"476\"/></p><h2 id=\"id_3941912607\">展望</h2><p>公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元至0.79美元。</p><p>公司对GAAP和非GAAP摊薄后每股净收益的预测分别基于约19.4%和20.4%的税率，以及GAAP摊薄后股份总数为6.95亿股、非GAAP摊薄后股份总数为7.12亿股的假设。</p><p>据悉，部分客户因电力配置、冷却系统等基础设施未能如期就位，导致服务器交付时间表被迫调整。公司管理层指出，相关订单并未取消，只是交付周期需要顺延至下个财季。目前超微电脑正与客户紧密合作，加速场地验收流程，确保设备到位后能快速完成部署。</p><p style=\"text-align: start;\">首席执行官特别说明，人工智能服务器需求依然强劲，积压订单规模持续扩大。此次营收确认的延迟仅涉及时间节点问题，对全年业绩指引维持不变。公司预计第四财季将迎来显著反弹，届时延迟交付的订单将集中确认收入。</p><p>超微电脑盘后股价大涨超17%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c267901789dfb3b672861e76a0350608\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>超微电脑第三财季调整后每股收益0.84美元，同比大增超170%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超微电脑第三财季调整后每股收益0.84美元，同比大增超170%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 04:18 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。展望公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dfec884e715459d0d0ac8c334542a665","relate_stocks":{"SMCI":"超微电脑","SMCX":"2倍做多SMCI ETF-Defiance","SMCC":"Defiance Leveraged Long + Income SMCI ETF","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","SMCZ":"2倍做空SMCI ETF-Defiance","SMCL":"2倍做多SMCI ETF-Graniteshares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2633296569","content_text":"超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。展望公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元至0.79美元。公司对GAAP和非GAAP摊薄后每股净收益的预测分别基于约19.4%和20.4%的税率，以及GAAP摊薄后股份总数为6.95亿股、非GAAP摊薄后股份总数为7.12亿股的假设。据悉，部分客户因电力配置、冷却系统等基础设施未能如期就位，导致服务器交付时间表被迫调整。公司管理层指出，相关订单并未取消，只是交付周期需要顺延至下个财季。目前超微电脑正与客户紧密合作，加速场地验收流程，确保设备到位后能快速完成部署。首席执行官特别说明，人工智能服务器需求依然强劲，积压订单规模持续扩大。此次营收确认的延迟仅涉及时间节点问题，对全年业绩指引维持不变。公司预计第四财季将迎来显著反弹，届时延迟交付的订单将集中确认收入。超微电脑盘后股价大涨超17%。","news_type":1,"symbols_score_info":{"CHPS":1.1,"SMCI":2,"SMYY":0.6,"SMCZ":0.6,"SMCL":0.6,"SMCC":0.6,"FTXL":1.1,"SMCY":0.6,"SMCX":0.6}},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558464857769600,"gmtCreate":1777375715275,"gmtModify":1777375717822,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"53倍PE，相对于增速，太贵了","listText":"53倍PE，相对于增速，太贵了","text":"53倍PE，相对于增速，太贵了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558464857769600","repostId":"1149981389","repostType":2,"repost":{"id":"1149981389","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1777375323,"share":"https://www.laohu8.com/m/news/1149981389?lang=zh_CN&edition=full","pubTime":"2026-04-28 19:22","market":"us","language":"zh","title":"康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1149981389","media":"老虎资讯综合","summary":"4月28日，光通信概念股康宁盘前跌超11%！第二季度盈利指引低于市场预期>>","content":"<html><head></head><body><p>4月28日，光通信概念股康宁盘前跌超11%！该公司第一季度业绩超出分析师预期，但第二季度盈利指引低于市场预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/197a5ecbcbeae3c849321903b1ba1498\" title=\"\" tg-width=\"864\" tg-height=\"735\"/></p><p style=\"text-align: start;\">该公司公布的调整后每股收益为 0.70 美元，比分析师普遍预期的 0.69 美元高出 0.01 美元。营收达到 43.5 亿美元，超过了 42.9 亿美元的预期，比去年同期增长了 18%。</p><p style=\"text-align: start;\">该公司光通信业务引领增长，销售额同比增长 36% 至 18.5 亿美元，而太阳能业务销售额飙升 80% 至 3.7 亿美元，这得益于对 Gen AI 产品的强劲需求和新太阳能产品的快速增长。</p><p style=\"text-align: start;\">康宁公司发布第二季度每股收益预期为0.73美元至0.77美元，中值为0.75美元，略低于分析师普遍预期的0.76美元。公司预计第二季度营收约为46亿美元，同比增长14%。该预期包含了康宁太阳能晶圆工厂的长期维护停产，由于公司需要过渡到永久性电力系统并升级生产设备，这将导致公司支出较第一季度增加3000万美元。</p><p style=\"text-align: start;\">“我们强劲的第一季度业绩延续了‘跳板计划’的良好发展势头，”董事长、首席执行官兼总裁温德尔·P·威克斯表示。“与‘跳板计划’2023年第四季度的起点相比，我们的核心销售额增长了33%，核心每股收益增长了79%，核心营业利润率和核心投资回报率分别提高了390个基点和470个基点。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n康宁Q1业绩超市场预期，但Q2盈利指引低于市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-28 19:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月28日，光通信概念股康宁盘前跌超11%！该公司第一季度业绩超出分析师预期，但第二季度盈利指引低于市场预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/197a5ecbcbeae3c849321903b1ba1498\" title=\"\" tg-width=\"864\" tg-height=\"735\"/></p><p style=\"text-align: start;\">该公司公布的调整后每股收益为 0.70 美元，比分析师普遍预期的 0.69 美元高出 0.01 美元。营收达到 43.5 亿美元，超过了 42.9 亿美元的预期，比去年同期增长了 18%。</p><p style=\"text-align: start;\">该公司光通信业务引领增长，销售额同比增长 36% 至 18.5 亿美元，而太阳能业务销售额飙升 80% 至 3.7 亿美元，这得益于对 Gen AI 产品的强劲需求和新太阳能产品的快速增长。</p><p style=\"text-align: start;\">康宁公司发布第二季度每股收益预期为0.73美元至0.77美元，中值为0.75美元，略低于分析师普遍预期的0.76美元。公司预计第二季度营收约为46亿美元，同比增长14%。该预期包含了康宁太阳能晶圆工厂的长期维护停产，由于公司需要过渡到永久性电力系统并升级生产设备，这将导致公司支出较第一季度增加3000万美元。</p><p style=\"text-align: start;\">“我们强劲的第一季度业绩延续了‘跳板计划’的良好发展势头，”董事长、首席执行官兼总裁温德尔·P·威克斯表示。“与‘跳板计划’2023年第四季度的起点相比，我们的核心销售额增长了33%，核心每股收益增长了79%，核心营业利润率和核心投资回报率分别提高了390个基点和470个基点。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149981389","content_text":"4月28日，光通信概念股康宁盘前跌超11%！该公司第一季度业绩超出分析师预期，但第二季度盈利指引低于市场预期。该公司公布的调整后每股收益为 0.70 美元，比分析师普遍预期的 0.69 美元高出 0.01 美元。营收达到 43.5 亿美元，超过了 42.9 亿美元的预期，比去年同期增长了 18%。该公司光通信业务引领增长，销售额同比增长 36% 至 18.5 亿美元，而太阳能业务销售额飙升 80% 至 3.7 亿美元，这得益于对 Gen AI 产品的强劲需求和新太阳能产品的快速增长。康宁公司发布第二季度每股收益预期为0.73美元至0.77美元，中值为0.75美元，略低于分析师普遍预期的0.76美元。公司预计第二季度营收约为46亿美元，同比增长14%。该预期包含了康宁太阳能晶圆工厂的长期维护停产，由于公司需要过渡到永久性电力系统并升级生产设备，这将导致公司支出较第一季度增加3000万美元。“我们强劲的第一季度业绩延续了‘跳板计划’的良好发展势头，”董事长、首席执行官兼总裁温德尔·P·威克斯表示。“与‘跳板计划’2023年第四季度的起点相比，我们的核心销售额增长了33%，核心每股收益增长了79%，核心营业利润率和核心投资回报率分别提高了390个基点和470个基点。”","news_type":1,"symbols_score_info":{"GLWG":0.6,"GLW":2}},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553835035154216,"gmtCreate":1776248269176,"gmtModify":1776251064156,"author":{"id":"3562129383909349","authorId":"3562129383909349","name":"Kristopherrr","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562129383909349","idStr":"3562129383909349"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/553835035154216","repostId":"1188314430","repostType":2,"repost":{"id":"1188314430","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1776229548,"share":"https://www.laohu8.com/m/news/1188314430?lang=zh_CN&edition=full","pubTime":"2026-04-15 13:05","market":"us","language":"zh","title":"阿斯麦Q1营收87.67亿欧元，高于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1188314430","media":"老虎资讯综合","summary":"4月15日，阿斯麦Q1营收87.67亿欧元，预期为86.9亿欧元，上一季度为97.18亿欧元；净利润为27.57亿欧元，预期为25.6亿欧元，上一季度为28.4亿欧元。阿斯麦预计第二季度净销售额为84亿至90亿欧元，市场预期为90.7亿欧元；预计全年净销售额为360亿至400亿欧元，此前预期为340亿至390亿欧元。","content":"<html><head></head><body><p>4月15日，阿斯麦Q1营收87.67亿欧元，预期为86.9亿欧元，上一季度为97.18亿欧元；净利润为27.57亿欧元，预期为25.6亿欧元，上一季度为28.4亿欧元。</p><p>阿斯麦预计第二季度净销售额为84亿至90亿欧元，市场预期为90.7亿欧元；预计全年净销售额为360亿至400亿欧元，此前预期为340亿至390亿欧元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601f5a023d1ba2acf0330c7c0db7798c\" tg-width=\"486\" tg-height=\"471\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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13:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月15日，阿斯麦Q1营收87.67亿欧元，预期为86.9亿欧元，上一季度为97.18亿欧元；净利润为27.57亿欧元，预期为25.6亿欧元，上一季度为28.4亿欧元。</p><p>阿斯麦预计第二季度净销售额为84亿至90亿欧元，市场预期为90.7亿欧元；预计全年净销售额为360亿至400亿欧元，此前预期为340亿至390亿欧元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601f5a023d1ba2acf0330c7c0db7798c\" tg-width=\"486\" tg-height=\"471\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188314430","content_text":"4月15日，阿斯麦Q1营收87.67亿欧元，预期为86.9亿欧元，上一季度为97.18亿欧元；净利润为27.57亿欧元，预期为25.6亿欧元，上一季度为28.4亿欧元。阿斯麦预计第二季度净销售额为84亿至90亿欧元，市场预期为90.7亿欧元；预计全年净销售额为360亿至400亿欧元，此前预期为340亿至390亿欧元。","news_type":1,"symbols_score_info":{"ASML":2}},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}