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04336 应用材料-T
未开盘 05-20 16:00:00
1,620.000
+0.000
0.00%
最高
1,620.000
最低
1,620.000
成交量
0.00
今开
1,620.000
昨收
1,620.000
日振幅
0.00%
总市值
1.28万亿
流通市值
1.28万亿
总股本
7.93亿
成交额
0.00
换手率
0.00%
流通股本
7.93亿
市净率
--
ROE
--
每股收益
0.00
52周最高
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52周最低
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市盈率
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股息
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股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
半导体股盘初强势上行 Cerebras Systems(CBRS)涨7.56%
金吾财讯 · 05-20 22:08
半导体股盘初强势上行 Cerebras Systems(CBRS)涨7.56%
AI浪潮势不可挡！应用材料(AMAT.US)财报与展望远超预期 宣告半导体设备“超级周期”深入演进
智通财经 · 05-15
AI浪潮势不可挡！应用材料(AMAT.US)财报与展望远超预期 宣告半导体设备“超级周期”深入演进
费城半导体指数扬升1.16% 高通(QCOM)涨9.09%、美光科技(MU)涨3.34%
金吾财讯 · 05-11
费城半导体指数扬升1.16% 高通(QCOM)涨9.09%、美光科技(MU)涨3.34%
财报前瞻 | 苹果英特尔交易送上“神助攻”，应用材料Q2业绩能否支撑高估值?
智通财经 · 05-11
财报前瞻 | 苹果英特尔交易送上“神助攻”，应用材料Q2业绩能否支撑高估值?
CINNO Research：2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元 同比增长约16%
智通财经 · 04-20
CINNO Research：2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元 同比增长约16%
Bitget 新增超威半导体 AMD、闪迪 SNDK 等热门股票合约，最高支持 20 倍杠杆
链捕手 · 04-16
Bitget 新增超威半导体 AMD、闪迪 SNDK 等热门股票合约，最高支持 20 倍杠杆
混合键合，拐点已至？
格隆汇 · 04-07
混合键合，拐点已至？
大行评级丨德银：将应用材料和博通纳入未来12个月科技股首选名单
中金财经 · 04-03
大行评级丨德银：将应用材料和博通纳入未来12个月科技股首选名单
半导体早参 | DRAM价格预计Q2继续上涨；韩国3月份半导体出口额同比猛增151.4%
每日经济新闻 · 04-02
半导体早参 | DRAM价格预计Q2继续上涨；韩国3月份半导体出口额同比猛增151.4%
美银上调芯片设备支出预期 应用材料(AMAT.US)与泛林集团(LRCX.US)稳居首选股
智通财经 · 03-31
美银上调芯片设备支出预期 应用材料(AMAT.US)与泛林集团(LRCX.US)稳居首选股
深夜美股芯片股全线大涨，中概股强势拉升，迅雷涨超10%
21世纪经济报道 · 03-13
深夜美股芯片股全线大涨，中概股强势拉升，迅雷涨超10%
半导体设备生变在即! 应用材料与泛林围猎Besi 欲拿下卡着AI与存储脖子的“混合键合”
智通财经 · 03-13
半导体设备生变在即! 应用材料与泛林围猎Besi 欲拿下卡着AI与存储脖子的“混合键合”
半导体设备超级周期来袭! 应用材料(AMAT.US)联袂两大存储芯片巨头 掀起升级与扩产巨浪
智通财经 · 03-11
半导体设备超级周期来袭! 应用材料(AMAT.US)联袂两大存储芯片巨头 掀起升级与扩产巨浪
应用材料携手美光与SK海力士，共同开发AI存储器芯片
格隆汇 · 03-11
应用材料携手美光与SK海力士，共同开发AI存储器芯片
应用材料将与美光及SK海力士合作开发AI存储芯片
环球市场播报 · 03-11
应用材料将与美光及SK海力士合作开发AI存储芯片
美光科技(MU)涨超4% 与应用材料合作开发节能人工智能系统
金吾财讯 · 03-10
美光科技(MU)涨超4% 与应用材料合作开发节能人工智能系统
应用材料与美光合作，将开发下一代DRAM、高带宽内存和NAND存储技术
界面 · 03-10
应用材料与美光合作，将开发下一代DRAM、高带宽内存和NAND存储技术
应用材料与美光科技合作开发AI存储解决方案。
格隆汇 · 03-10
应用材料与美光科技合作开发AI存储解决方案。
应用材料盘中异动 早盘急速下跌4.34%报331.51美元
市场透视 · 03-06
应用材料盘中异动 早盘急速下跌4.34%报331.51美元
韩国议员警告：伊朗危机可能会扰乱芯片制造材料供应
环球市场播报 · 03-05
韩国议员警告：伊朗危机可能会扰乱芯片制造材料供应
暂无数据
公司概况
公司名称：
应用材料-T
所属市场：
SEHK
上市日期：
--
主营业务：
Applied Materials Inc是一家材料工程解决方案公司。该公司为半导体、显示器和相关行业提供设备、服务和软件。其业务分为三个部门：半导体系统、应用全球服务(AGS)和显示器。半导体系统部门设计、开发、制造和销售一系列主要为300毫米的设备，用于制造半导体芯片，也称为集成电路(IC)。AGS部门为全球客户制造厂提供服务、备件和工厂自动化软件。AGS部门还制造和销售200毫米和其他设备。显示器部门主要包括用于制造液晶显示器(LCD)、有机发光二极管(OLED)和其他显示技术的产品，用于电视、显示器、笔记本电脑、个人电脑(PC)、平板电脑、智能手机和其他面向消费者的设备。
发行价格：
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高通(QCOM)涨9.09%、美光科技(MU)涨3.34%","url":"https://stock-news.laohu8.com/highlight/detail?id=2634728099","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634728099?lang=zh_cn&edition=full","pubTime":"2026-05-11 22:29","pubTimestamp":1778509789,"startTime":"0","endTime":"0","summary":"金吾财讯 | 费城半导体指数扬升1.16%，截至发稿，高通 涨9.09%，Credo Technology涨6.73%，Coherent涨6.25%，美光科技涨3.34%，Rambus涨2.87%，思佳讯涨2.70%，应用材料涨2.00%，Qorvo涨1.88%。消息面上，摩根士丹利新近研究指出，全球首席信息官中将人工智能列为首要任务的比例已上升至39%。摩根士丹利还预测，人工智能是一场资本密集型竞赛，主要芯片制造商的资本支出可能从2025年的1050亿美元增长到2028年的年均2500亿美元。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"bf6e541aa2d70d34d8ea2b90cb2700cd","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300271","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0642271901.SGD","LU1989773731.SGD","MU","BK4543","LU0053671581.USD","LU2360106780.USD","LU2413666426.HKD","LU1316542783.SGD","LU1861220033.SGD","LU1721428933.USD","LU2028103732.USD","SG9999015986.USD","LU0949170772.SGD","BK4527","LU0061474960.USD","LU2272731865.HKD","BK4141","BK4598","LU1244550494.USD","BK4573","BK4588","BK4554","IE00BFXG1179.USD","LU2023250504.SGD","LU0274383776.USD","LU1852331112.SGD","SGXZ99366536.SGD","LU1823568750.SGD","LU2272731782.SGD","CRDO","LU0348723411.USD","LU0553294199.USD","LU2322448957.HKD","LU1069344957.HKD","IE00BN0W2T93.GBP","IE00BQXX3F31.USD","LU0011850046.USD","BK4585","LU0109392836.USD","BK4561","LU0154236417.USD","LU0158827948.USD","SGXZ51526630.SGD","LU1153585028.USD","LU0061475181.USD","LU0792757196.USD","LU1778281490.HKD","LU0957791311.USD","IE00BQXX3D17.EUR","MUU","LU2413666699.HKD","AMAT","IE00B19Z3581.USD","LU1035775433.USD","LU0096362180.USD","BK4581","COHR","IE00BVYPNP33.GBP","LU0347712357.USD","BK4575","MUD","LU2054465674.USD","LU2458330243.SGD","LU0354030438.USD","IE00B19Z3B42.SGD","SOX","LU2931357623.SGD","IE00BN0W2V16.EUR","LU1244550577.SGD","BK4148","LU1868836591.USD","LU2089284900.SGD","IE00BQXX3C00.GBP","QCMU","LU1674673428.USD","LU0868494708.USD","BK4605","LU2360107168.USD","IE00B66KJ199.SGD","04336","IE00BD6J9T35.USD","LU0097036916.USD","QRVO","IE0002270589.USD","LU1046421795.USD","LU1267930813.SGD","LU2211815571.USD","LU0868494617.USD","LU1803068979.SGD","BK4612","IE00B5949003.HKD","LU2111349929.HKD","LU0661504455.SGD","BK4512","BK4519","LU0545039389.USD","SWKS","LU1861215975.USD","LU1496350502.SGD","LU1974910355.USD","IE00B7SZL793.SGD","LU0738911758.USD","IE0031619046.USD","BK4566","BK4567","MULL","LU1989763005.USD","CRDU","IE00BGHQDM52.EUR","LU0203345920.USD","LU2023250843.SGD","LU2089985449.USD","LU2271345857.HKD","SG9999002232.USD","LU0082616367.USD","QCML","LU2023251221.USD","LU0175139822.USD","LU1992135472.HKD","BK4516","BK4147","LU0444973449.USD","LU1119994496.HKD","LU1674673691.USD","LU2473716301.USD","LU1992135399.USD","LU1868837300.USD","BK4534","SG9999015978.USD","IE00BN0W2W23.USD","LU0957808578.USD","LU1261432733.SGD","QCOM","LU0476273544.USD","LU2089283258.USD","LU0203347892.USD","LU1917777945.USD","LU2048586759.USD","LU0354030511.USD","IE0009356076.USD","GB00BDT5M118.USD","LU1084165304.USD","LU1868836914.USD","LU2250418816.HKD","IE0009354923.USD","LU0127658192.USD","LU0889565833.HKD","LU1366333091.USD","LU2322448791.USD","SG9999001424.SGD","LU1642822529.SGD","COHX","LU1244550221.USD","IE00B7SZLL34.SGD","BK4533","RMBS","LU0238689110.USD","LU0079474960.USD","BK4579","LU1868837136.USD","LU1815336760.USD","BK4518","IE00B19Z4B17.USD","LU2458330169.SGD","SG9999015952.SGD","BK4157","LU2290526834.HKD","QCMD","LU0444971666.USD","LU0889566641.SGD","LU1003077747.HKD","LU2106854487.HKD","LU2272731600.USD","LU0719512351.SGD","LU0081259029.USD","LU0942090050.USD","LU0157215616.USD","LU0056508442.USD","IE00BVYPNQ40.USD","BK4604","LU0289960550.SGD","LU2247934214.USD","LU1868836757.USD","LU1815333072.USD","LU0158827781.USD","SG9999002224.SGD","BK4532","BK4553","LU1323610961.USD","SGXZ81514606.USD","LU0096364046.USD","SG9999015945.SGD","BK4515","LU2286300806.USD","LU2543165471.USD","IE00BSNM7G36.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634479691","title":"财报前瞻 | 苹果英特尔交易送上“神助攻”，应用材料Q2业绩能否支撑高估值?","url":"https://stock-news.laohu8.com/highlight/detail?id=2634479691","media":"智通财经","labels":["dataReport","preview"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634479691?lang=zh_cn&edition=full","pubTime":"2026-05-11 14:53","pubTimestamp":1778482418,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，应用材料定于5月14日(周四)发布的第二季度财报，目前，华尔街对应用材料的业绩增长抱有高度乐观的预期，普遍认为其每股收益将落在2.66美元至2.68美元区间，营收则有望触及78.3亿美元。除苹果-英特尔这笔交易外，Bowman认为应用材料还受益于更广泛的结构性趋势。图3在财务层面，Bowman对应用材料的稳健性给予了极高评价。现金及现金等价物已超过长期债务，资产负债表足以支撑潜在收购。","market":"us","thumbnail":"https://community-static.tradeup.com/news/2b8e4e485941a72079a12c9729b6fffc","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/2b8e4e485941a72079a12c9729b6fffc"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1440065.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport,preview","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0289960550.SGD","LU1989764748.USD","IE00BQXX3F31.USD","IE00BKDWB100.SGD","LU0154236417.USD","LU0174119429.USD","LU0069063385.USD","LU2361044949.HKD","LU0347712357.USD","LU0949170426.SGD","LU2264538146.SGD","LU1868837300.USD","LU2462591350.SGD","LU0289739343.SGD","LU2552382132.HKD","LU0323591593.USD","LU0943347566.SGD","LU0149725797.USD","SG9999018865.SGD","LU0784385840.USD","BK4516","LU1206713676.USD","IE00BKVL7J92.USD","IE00BSNM7G36.USD","SG9999014559.SGD","AMZN","LU2487616109.SGD","LU2458330169.SGD","IE0003U64NQ7.SGD","IE00BWXC8680.SGD","BK4507","AAPX","BK4571","IE000M9KFDE8.USD","LU0795875169.SGD","LU0784384876.USD","LU0048584097.USD","SGXZ31699556.SGD","LU0345769631.USD","LU2458330243.SGD","LU0726765562.USD","LU1066051498.USD","IE00BDRTCR15.USD","AMAT","LU0786609619.USD","LU1267930730.SGD","HK0000819398.USD","IE00BZ1G4Q59.USD","LU1571399168.USD","LU0965508806.USD","IE00BLSP4452.SGD","IE000F7OJYX1.SGD","LU1244550494.USD","LU2047632596.USD","LU2347655156.SGD","IE00BBT3K403.USD","LU0354030438.USD","BK4512","LU0267386448.USD","IE00BJTD4N35.SGD","LU0314104364.USD","TSLA","LU0210536198.USD","LU0642271901.SGD","LU1582987597.SGD","LU2896262040.SGD","BK4532","IE00BFXG1179.USD","LU0061474960.USD","IE00B3S45H60.SGD","LU2065171402.SGD","LU1003077747.HKD","AAPD","LU2462157665.USD","SG9999014906.USD","LU0683600562.USD","LU0965509283.SGD","AAPY","LU2413666426.HKD","LU0965509101.SGD","LU1791710400.SGD","LU0215105999.USD","LU0198837287.USD","LU1066051225.USD","LU2092627202.USD","LU0738911758.USD","LU0061475181.USD","LU0353189680.USD","LU2087621335.USD","AAPW","LU2065169927.USD","LU1721428933.USD","LU2750360997.AUD","LU1145028129.USD","LU1989773731.SGD","LU2931357623.SGD","LU2461242641.AUD","LU2592432038.USD","AAPB","LU2637965513.SGD","LU0511384066.AUD","LU0868494617.USD","LU2505996509.AUD","NVDA","IE00B1BXHZ80.USD","LU2089283258.USD","LU1366333091.USD","SG9999014898.SGD","LU0234570918.USD","LU2092937148.SGD","LU1291159041.SGD","LU1868837136.USD","LU2077746001.SGD","LU0011850046.USD","LU0889565833.HKD","LU2023250504.SGD","LU2456880835.USD","LU0210528500.USD","LU2087625088.SGD","LU2089985449.USD","LU0949170772.SGD","IE00BDCRKT87.USD","IE0001KFT4U8.USD","LU1127390331.HKD","LU0957791311.USD","LU0321505868.SGD","SG9999001424.SGD","IE00BK4W5L77.USD","APLY","LU0143551892.USD","LU0238689110.USD","LU0256863902.USD","LU1064131342.USD","LU0417517546.SGD","LU2756315664.SGD","SG9999014567.USD","LU0251132253.USD","IE00BQXX3C00.GBP","MSFT","LU1066053197.SGD","LU1116320901.HKD","LU0820561909.HKD","LU0476273544.USD","LU1316542783.SGD","LU2237443549.SGD","LU1917777945.USD","IE0005OL40V9.USD","LU0784383803.USD","IE000W1ABFV2.USD","BK4527","LU2756315318.SGD","BK4550","LU0965509010.AUD","LU2471134879.HKD","AAPU","LU2430703095.HKD","LU1582987324.SGD","IE00BJLML261.HKD","LU2237443622.USD","IE00BD6J9T35.USD","LU1934455863.HKD","IE0034235295.USD","LU2100268510.USD","LU2417539215.USD","LU0079474960.USD","LU0792757196.USD","LU2361044865.SGD","BK4554","BK4612","LU1868836757.USD","SG9999018857.SGD","LU1242518931.SGD","HK0000320264.USD","LU0528227936.USD","LU0345769128.USD","IE000WAW04H5.SGD","LU1582986433.USD","LU0109392836.USD","BK4519","LU1301847155.USD","BK4518","LU2168564222.USD","LU2028103732.USD","LU0056508442.USD","LU2125154935.USD","IE0004445239.USD","LU0203201768.USD","LU2089284900.SGD","IE0009356076.USD","LU0080751232.USD","04336","LU1244550577.SGD","IE00BYXW3230.USD","LU2023250330.USD","BK4515","LU1804176565.USD","BK4559","HK0000306701.USD","LU1934455277.USD","LU1244550221.USD","LU1582986359.USD","LU2750360641.GBP","LU2237443895.HKD","LU2250418816.HKD","LU0133085943.USD","IE000ITXATA3.USD","LU0672654240.SGD","GB00BDT5M118.USD","IE0004091025.USD","BK4147","LU0444973449.USD","LU0109391861.USD","LU2860962120.EUR","LU1718418525.SGD","LU2106854487.HKD","LU2237443465.HKD","LU0070217475.USD","LU2213496289.HKD","LU1506573853.SGD","IE00B7KXQ091.USD","LU2357305700.SGD","BK4574","LU0158827781.USD","LU0316494557.USD","IE000BZT7R73.USD","SG9999015945.SGD","LU2462591277.SGD","LU0170899867.USD","LU2347655073.USD","LU1815336760.USD","LU2237443382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Research：2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元 同比增长约16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628939747","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628939747?lang=zh_cn&edition=full","pubTime":"2026-04-20 19:22","pubTimestamp":1776684135,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，CINNO IC Research统计数据表明，2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元，同比增长约16%。北方华创作为Top10中唯一的中国半导体设备厂商，2025年营收约51亿美元，排名第七。图示：2025年全球半导体设备厂商市场规模排名Top10，来源：CINNO IC Research 注：本排名汇率2025年1欧元=1.14美元，1日元=0.0067美元，本次营收排名以上市公司半导体业务营收金额为依据，不含FPD/PCB等其他业务营收。2025年，AMAT营收增幅较小。2025年半导体业务营收增长36%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1430827.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4535","BK4588","04336","AMAT","ASML","BK4585","LRCX","002371"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627858263","title":"Bitget 新增超威半导体 AMD、闪迪 SNDK 等热门股票合约，最高支持 20 倍杠杆","url":"https://stock-news.laohu8.com/highlight/detail?id=2627858263","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627858263?lang=zh_cn&edition=full","pubTime":"2026-04-16 11:28","pubTimestamp":1776310107,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据官方公告，为满足市场对美股 AI 相关板块的交易需求，Bitget 股票合约现已上线 AMD（超威半导体）、AMAT（应用材料）、SNDK（闪迪）、STX（希捷科技）、LITE（Lumentum） 与 FLY（Firefly Aerospace） 六大热门标的，覆盖芯片、半导体设备、存储等方向。上述合约最高支持 20 倍杠杆，更多详情可参阅 Bitget 官方平台。 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应用材料与泛林围猎Besi 欲拿下卡着AI与存储脖子的“混合键合”","url":"https://stock-news.laohu8.com/highlight/detail?id=2619110190","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619110190?lang=zh_cn&edition=full","pubTime":"2026-03-13 21:06","pubTimestamp":1773407183,"startTime":"0","endTime":"0","summary":"应用材料此前于2025年4月收购了BE Semiconductor 约9%的股份。这项技术卡着AI芯片与存储芯片的“脖子”先进封装已成为驱动算力持续提升的“后摩尔时代”新引擎，键合技术的性能直接决定了集成系统的上限。全球半导体设备行业格局即将生变应用材料与泛林抢购BE Semiconductor这件事的本质不是普通并购，而是谁能抢下AI时代最稀缺的封装“瓶颈设备控制权”。如果最终由应用材料或泛林其中一家拿下Besi，意味着整个半导体设备行业格局将发生重大变化。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1413874.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0079474960.USD","LU1778281490.HKD","IE00BSNM7G36.USD","LU0868494617.USD","BK4588","LU0158827781.USD","LU2458330243.SGD","LU0158827948.USD","IE00BQXX3F31.USD","LU2023250504.SGD","LU0354030511.USD","LU2089283258.USD","LU0444973449.USD","LU1069344957.HKD","BK4147","LU0109392836.USD","LU0792757196.USD","LU0957791311.USD","LU1674673691.USD","LU0061475181.USD","LU0096364046.USD","LU2458330169.SGD","IE00B5949003.HKD","LU1803068979.SGD","LU0545039389.USD","BK4585","SG9999001424.SGD","BK4535","LU0061474960.USD","LU1989763005.USD","LU2028103732.USD","LU1642822529.SGD","LU0661504455.SGD","LU1046421795.USD","LU1815333072.USD","LU1267930813.SGD","LU0868494708.USD","LU1868837300.USD","LU2023251221.USD","IE0009356076.USD","LU0949170772.SGD","LU1035775433.USD","BK4533","LU1868837136.USD","LU1917777945.USD","LU0274383776.USD","BK4534","LU0011850046.USD","LU1823568750.SGD","LU0238689110.USD","LU1815336760.USD","LU2089284900.SGD","LU0957808578.USD","BK4567","LU1868836591.USD","LU2111349929.HKD","LU2271345857.HKD","LU1153585028.USD","LU2089985449.USD","LU2931357623.SGD","LU2413666699.HKD","IE00BQXX3C00.GBP","BK4543","LU1989773731.SGD","LU1674673428.USD","LU0738911758.USD","LU1868836757.USD","LU0096362180.USD","SG9999002232.USD","LU0444971666.USD","LU1868836914.USD","04336","GB00BDT5M118.USD","LRCX","BK4518","LU2413666426.HKD","LU0889566641.SGD","LU0942090050.USD","LU1003077747.HKD","SG9999002224.SGD","LU0354030438.USD","LU1721428933.USD","IE00BD6J9T35.USD","LU0081259029.USD","LU0553294199.USD","LU0348723411.USD","LU0476273544.USD","LU1974910355.USD","LU0889565833.HKD","LU2106854487.HKD","AMAT","LU0347712357.USD","BK4516","IE00BQXX3D17.EUR","LU2023250843.SGD","BK4519"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618190389","title":"半导体设备超级周期来袭! 应用材料(AMAT.US)联袂两大存储芯片巨头 掀起升级与扩产巨浪","url":"https://stock-news.laohu8.com/highlight/detail?id=2618190389","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618190389?lang=zh_cn&edition=full","pubTime":"2026-03-11 15:26","pubTimestamp":1773214007,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，全球最大规模半导体设备制造商之一应用材料与存储芯片领军者美光科技以及总部位于韩国的SK海力士于美东时间周二宣布，它们已经达成重大合作，将开发并构建DRAM、高带宽存储器以及数据中心NAND存储系统最前沿解决方案以及升级迭代路线，以全面提升存储芯片整体产能以及人工智能训练/推理系统的综合性能。AI算力与存储芯片需求野蛮扩张!","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1412589.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0079474960.USD","LU1778281490.HKD","IE00BSNM7G36.USD","LU0868494617.USD","BK4588","LU0158827781.USD","LU2458330243.SGD","LU0158827948.USD","IE00BQXX3F31.USD","LU2023250504.SGD","LU0354030511.USD","LU2089283258.USD","LU0444973449.USD","LU1069344957.HKD","BK4147","LU0109392836.USD","LU0792757196.USD","LU0957791311.USD","LU1674673691.USD","LU0061475181.USD","LU0096364046.USD","LU2458330169.SGD","IE00B5949003.HKD","LU1803068979.SGD","LU0545039389.USD","BK4585","SG9999001424.SGD","BK4535","LU0061474960.USD","LU1989763005.USD","LU2028103732.USD","LU1642822529.SGD","LU0661504455.SGD","LU1046421795.USD","LU1815333072.USD","LU1267930813.SGD","LU0868494708.USD","LU1868837300.USD","LU2023251221.USD","IE0009356076.USD","LU0949170772.SGD","LU1035775433.USD","BK4533","LU1868837136.USD","LU1917777945.USD","LU0274383776.USD","BK4534","LU0011850046.USD","LU1823568750.SGD","LU0238689110.USD","LU1815336760.USD","LU2089284900.SGD","LU0957808578.USD","BK4567","LU1868836591.USD","LU2111349929.HKD","LU2271345857.HKD","LU1153585028.USD","LU2089985449.USD","LU2931357623.SGD","LU2413666699.HKD","IE00BQXX3C00.GBP","BK4543","LU1989773731.SGD","LU1674673428.USD","LU0738911758.USD","LU1868836757.USD","LU0096362180.USD","SG9999002232.USD","LU0444971666.USD","LU1868836914.USD","04336","GB00BDT5M118.USD","BK4518","LU2413666426.HKD","LU0889566641.SGD","LU0942090050.USD","LU1003077747.HKD","SG9999002224.SGD","LU0354030438.USD","LU1721428933.USD","IE00BD6J9T35.USD","LU0081259029.USD","LU0553294199.USD","LU0348723411.USD","LU0476273544.USD","LU1974910355.USD","LU2106854487.HKD","AMAT","LU0347712357.USD","BK4516","IE00BQXX3D17.EUR","LU2023250843.SGD","BK4519"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2618995553","title":"应用材料携手美光与SK海力士，共同开发AI存储器芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2618995553","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618995553?lang=zh_cn&edition=full","pubTime":"2026-03-11 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年投入使用。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-11/doc-inhqqixx9582951.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0553294199.USD","LU2931357623.SGD","BK4532","LU2089284900.SGD","LU2106854487.HKD","LU0081259029.USD","LU1316542783.SGD","LU2413666699.HKD","LU0238689110.USD","BK4585","LU2360106780.USD","LU0347712357.USD","04336","IE00BSNM7G36.USD","LU0719512351.SGD","LU1974910355.USD","BK4554","IE00B19Z3581.USD","BK4567","LU1803068979.SGD","LU0889565833.HKD","LU1868837300.USD","LU0444973449.USD","LU2286300806.USD","BK4605","LU0079474960.USD","LU0642271901.SGD","LU0354030511.USD","LU2211815571.USD","LU0109392836.USD","BK4566","LU0158827948.USD","BK4543","LU1815336760.USD","LU2413666426.HKD","LU1868836591.USD","LU1366333091.USD","BK4512","BK4527","AMAT","LU1267930813.SGD","LU2054465674.USD","LU1917777945.USD","LU0354030438.USD","IE00B19Z3B42.SGD","BK4147","LU1069344957.HKD","BK4141","LU1868836914.USD","BK4534","LU0096364046.USD","LU2089985449.USD","LU0056508442.USD","LU2048586759.USD","LU2023250843.SGD","LU0011850046.USD","LU1868837136.USD","BK4553","LU1778281490.HKD","LU0792757196.USD","GB00BDT5M118.USD","LU1989763005.USD","IE00B5949003.HKD","LU0868494708.USD","LU0348723411.USD","LU0444971666.USD","SG9999001424.SGD","LU0545039389.USD","LU2111349929.HKD","IE00BQXX3C00.GBP","LU2458330169.SGD","LU0868494617.USD","LU0957791311.USD","BK4533","LU0061475181.USD","LU1868836757.USD","LU0203347892.USD","BK4588","LU0203345920.USD","LU2458330243.SGD","LU2023251221.USD","SG9999002224.SGD","IE00BQXX3D17.EUR","LU1046421795.USD","LU0096362180.USD","IE00BQXX3F31.USD","IE0002270589.USD","LU0061474960.USD","LU1003077747.HKD","SG9999002232.USD","LU1989773731.SGD","LU0158827781.USD","IE0009356076.USD","LU0274383776.USD","LU0942090050.USD","LU0957808578.USD","LU2023250504.SGD","LU1642822529.SGD","LU2028103732.USD","BK4575","LU0082616367.USD","LU1823568750.SGD","MUD","IE00BD6J9T35.USD","LU0476273544.USD","LU1852331112.SGD","LU1035775433.USD","LU2089283258.USD","LU1323610961.USD","LU1153585028.USD","MULL","LU0127658192.USD","LU0154236417.USD","LU2250418816.HKD","LU0949170772.SGD","BK4579","LU1674673691.USD","LU2271345857.HKD","IE00B7SZLL34.SGD","MU","LU0661504455.SGD","LU1674673428.USD","BK4518","BK4519","LU0157215616.USD","LU0738911758.USD","LU1815333072.USD","LU0889566641.SGD","BK4516","LU1721428933.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2618956151","title":"美光科技(MU)涨超4% 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