数据AI 网络检索发布 2026/10/29 13:12· 入库 2026/11/4 00:02:48
Mobileye 第三季度业绩不及预期，盘前股价下跌
原标题：Earnings call transcript: Mobileye misses Q3 2026 estimates as stock drops premarket
精华摘要
Mobileye 公布 2026 年第三季度财报，业绩未达市场预期，盘前股价应声下跌。财报电话会上，管理层重点回应了中国及亚太、南美、印度和欧洲市场的进展，称已历经中国大型车企多轮决策周期并多次中标，对后续订单信心较强。分析师则追问其与中国 OEM 合作出口的目的地结构。
对投资者而言，核心信号在于中国车企的智驾方案选型正在加速落地，Mobileye 能否守住份额直接关系到其全球营收基本盘。其与中国 OEM 的配套出口主要面向亚洲、中东、拉美等海外市场，说明中国车企出海正带动智驾供应链外溢，这既是 Mobileye 的增量机会，也意味着与本土智驾方案商的竞争将更激烈。短期股价承压反映市场对增速的担忧，后续需关注中国项目定点转化为收入的节奏。
原文摘要
of China and Asia Pacific markets, South America, which is also coming up with new regulation, and India, and also in Europe. I think, again, to summarize it, I think that we are confident because of the results so far, and we’ve had multiple decision-making cycles by now by the big Chinese OEMs, and we have been selected repeatedly in those. [...] Shreyas Patil, Analyst, Wolfe Research: Okay. Then maybe just to put a finer point on an earlier question, your exports with the Chinese OEMs are primarily going to rest of world markets, I believe, across Asia, Middle East, Latin America, not so mu