▍过去六个月累积股价已大跌超过70% 来源：十轮网 据《华尔街日报》引述知情人士指出，美国硅碳化物芯片与半导体组件制造商Wolfspeed可能在数周内申请破产保护，该公司目前正陷入无法有效处理债 务负担的困境。 消息人士指出，Wolfspeed先前已拒绝多项债权人提出的庭外重整方案，转而计划推动一项Chapter 11破产重整计划，并寻求获得多数债权人支持。 这家主要在美国运营的芯片材料与组件制造商，原本有望受益于美国政府推动半导体本土化政策，通过《CHIPS法案》取得公共资金补助。然而面临到期 债务压力，可能影响其获得补助的资格。Wolfspeed在5月初即表示，好评估包括破产在内的重整选项。 《华尔街日报》报道，Wolfspeed正接受律师事务所Latham & Watkins、财务顾问Perella Weinberg Partners及重整顾问FTI Consulting的协助。 截至3月31日，Wolfspeed手上现金为13亿美元，但其总债务约达65亿美元，其中包含一笔将于2026年5月到期的5.75亿美元可转换公司债。 根据S&P Global Market Intelligence数据，Wolf ...

Group 1: Earnings Performance - Diodes reported quarterly earnings of $0.19 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, but down from $0.28 per share a year ago, representing an earnings surprise of 5.56% [1] - The company posted revenues of $332.11 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.47%, compared to year-ago revenues of $301.97 million [2] - Over the last four quarters, Diodes has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Group 2: Stock Performance and Outlook - Diodes shares have declined approximately 36.4% since the beginning of the year, contrasting with the S&P 500's decline of -4.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.41 on revenues of $354.9 million, and for the current fiscal year, it is $1.82 on revenues of $1.43 billion [7] Group 3: Industry Context - The Electronics - Semiconductors industry, to which Diodes belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The current estimate revisions trend for Diodes is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]