$SWKS · Schwab Network · 2026-11-04
Skyworks下跌超过10%，因智能手机需求疲软盖过了Curvo交易的影响；该股今年此前上涨约34%，如今正失去这一动能。上季度每股收益1.28美元、营收10.5亿美元，略超预期，但销售额下滑，而Curvo虽使其规模扩大，却未解决近期需求疲软的问题；失望之处在于预期和下一阶段。
逐段跳播
Skyworks 的股价正在暴跌，那我们现在就来谈谈这个。是的，这跟这里智能手机市场的疲软有关，而这盖过了“Corvo”交易的影响。
Skyworks' stock is plummeting, so let's talk about that now. Yes, it's about the weakness of the smartphone market here, and that overshadows the "Corvo" deal here.
Skyworks 的股价承受了沉重压力，跌幅超过 10%。你看，Skyworks 今天开盘时还是年初以来表现最好的股票之一，但现在我们看到它大幅下跌。今天开盘时它上涨了约 34%。
我们正在失去一部分这种积极势头。现在的担忧集中在下一阶段会发生什么。智能手机需求给预期蒙上了阴影。
Skyworks shares came under heavy pressure, falling by more than 10%. Look, Skyworks came in today as one of the top performers since the beginning of the year, but we are now seeing a significant decline.
Trading today began with a rise of approximately 34%. We are losing some of this positive momentum. The concern now revolves around what will happen in the next phase. Demand for smartphones is casting a shadow over expectations.
关于上一季度，每股收益为 1.28 美元，比预期好一美分。营收达到 10.5 亿美元，也略好于预期。得益于收购 Curvo，他们正在成为一家更大的公司，但这并不能解决当前市场需求疲软这一迫在眉睫的问题。
Regarding the last quarter, earnings per share were $1.28, which is one cent better than expected. Revenues reached $1.05 billion, which is also slightly better than expected. They are becoming a bigger company thanks to the acquisition of Curvo, but that does not solve the immediate problem of weak market demand at the moment.
他们生产的芯片帮助智能手机和其他设备发送和接收这些无线信号。他们依赖于手机制造商生产的数量、所使用的组件，以及智能手机的需求看起来如何。
They make the chips that help smartphones and other devices send and receive those wireless signals. They depend on the number of phones manufacturers make, the components they use, and you know, what does the demand for smartphones look like?
他们超出了预期，但销售额实际上下降了。预期才是这里真正令人大失所望的根源，Nicole。
They exceeded expectations, but sales actually declined. Expectations are the real source of great disappointment here, Nicole.