AMAT 應材Q4財報優於預期，但展望不如預期 - 股票

1.原文連結：
https://reurl.cc/O0aA9
2.原文內容：

(Bloomberg) -- Applied Materials Inc., the biggest maker of equipment used to
manufacture semiconductors, gave weak forecasts that indicate the chip
industry is holding off on expansion plans in the face of a murky outlook for
electronics demand. The stock fell in extended trading.

The company is a bellwether for the industry because chip makers must buy
gear from Applied Materials well ahead of new manufacturing plans. When the
industry is cutting back, Applied Materials is often one of the first to feel
those chills, too.

The increasing difficulty of manufacturing chips and the addition of
electronic functions in everything from cars to fridges fueled a four-year
boom. But there are now signs this could be followed by another cyclical
downturn. After hitting a record earlier this year, Applied Materials shares
have dropped more than 40 percent.

Key Insights

Applied projected first-quarter sales of $3.56 billion to $3.86 billion, the
company said Thursday in a statement. That compares with an average analyst
estimate of $3.96 billion, according to data compiled by Bloomberg.Adjusted
earnings per share will be 75 cents to 83 cents, compared with an average
estimate of 92 cents. Chief Executive Officer Gary Dickerson said in a
statement that "near-term market headwinds remain."

Market Reaction

Shares fell more than 3 percent in extended trading following the
announcement. They’d earlier closed at $35.02 in regular New York trading.
The stock has declined 31 percent this year.
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簡單翻譯
1.對明年Q1展望 3.56~3.86 billion ，低於分析師預期的 3.96 billion
2.預期明年Q1每股賺 75~83 cent ，低於分析師預期 92 cents
3.Q4 扣除一次性費用後，每股賺97cent， 高於分析師預期 96cent
4.Q4營收 4.01 billion， 高於分析師預期 4 billion

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3.心得/評論：從nvda 到amat 對未來第一季的展望，都低於分析師預期

amat 從高點到現在也下跌了30%左右，半導體帶動全球經濟成長的動能

看來已經減弱了

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