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投资理财

戴尔、思科等科技大盘股为何暴跌

Aaron Pressman 2019年08月07日

投资者担心企业IT支出将远低于此前预期的水平。

上周五,一家相当小的企业科技设备公司就令人失望的业绩发布预警,随后一场“腥风血雨”席卷了股市中主要的硬件厂商。

上周五上午,总部设在硅谷的NetApp发布业绩预警公告称,上季度销售额可能介于12.2~12.3亿美元之间,较上年同期下降17%。就在两个月前,该公司还预计当季销售额为13.15~14.65亿美元。NetApp为企业服务器和云服务商制造数据存储设备。它还预计,下一财年收入可能减少5%~10%,而非此前预测的个位数上升。

今年年初以来,NetApp的股价一直基本持平,但在此番警告发布后,公司的股价到上周五中午时分已经重挫22%。

不利影响迅速扩大,原因则是投资者担心企业IT支出将远低于此前预期的水平。硬件制造商戴尔科技股价下跌10%,慧与公司跌8%,思科系统公司跌5%。在云软件厂商中,VMware股价下挫9%,Box股价跌5%,Salesforce下滑3%。

NetApp没有怎么解释销售额意外下降的原因。该公司的首席执行官乔治·库里安在声明中表示:“虽然我们对第一财季的初步业绩数据感到失望,但我们仍然相信自己的长期策略以及自身业务模式的健康状况。”

当前的中美贸易摩擦已经给科技股带来了压力。美国总统特朗普在上周表示,将再对3000亿美元中国商品征收10%的关税,其中包括许多科技产品。(财富中文网)

译者:Charlie

审校:夏林

A disappointing financial warning from a fairly small player in the corporate technology gear market unleashed a bloodbath among the stocks of major hardware vendors on last Friday.

Silicon Valley-based NetApp warned on last Friday morning that its sales in its quarter that just ended would be between $1.22 and $1.23 billion, or about 17% less than the same quarter a year ago. Just two months ago, the company had said it expected to bring in $1.315 billion to $1.465 billion. The company, which makes gear for storing data on corporate servers and in cloud services, also said it expected revenue for its next fiscal year would decline by 5% to 10% instead of rising by single-digit percentage points as previously forecast.

The warning sent NetApp’s stock, which had been about unchanged in 2019, down 22% in midday trading on last Friday.

But the damage spread much wider, as investors panicked that corporate IT spending may be much weaker than previously anticipated. Shares of hardware maker Dell Technologies plummeted 10%, Hewlett-Packard Enterprise lost 8%, and Cisco Systems dropped by 5%. Among cloud software vendors, VMware lost 9%, Box fell 5%, and Salesforce lost 3%.

NetApp didn’t give much explanation for the surprise revenue plunge. “While we are disappointed that our preliminary results for the first quarter are lower than we had previously anticipated, we remain confident in our long-term strategy and the health of our business model,” CEO George Kurian said in a statement.

Tech stocks had already been under pressure due to the ongoing trade war between the United States and China. President Trump last week promised to impose tariffs of 10% on $300 billion more of goods imported from China, including many tech products.

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