应用材料(AMAT)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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AMAT 应用材料

交易中 10-08 15:07:26 EDT

505.75

-14.90

-2.86%

最高523.34	最低502.65	成交量383.96万
今开509.94	昨收520.65	日振幅3.97%
总市值4,010亿	流通市值4,010亿	总股本7.93亿
成交额19.68亿	换手率0.48%	流通股本7.93亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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21:56","pubTimestamp":1791467812,"startTime":"0","endTime":"0","summary":"10月8日，应用材料盘中下跌3.01%，报504.96美元/股，成交额3.47亿美元。消息面上，半导体设备板块整体走弱，阿斯麦、拉姆研究、科磊、泰瑞达等同行同步下跌，叠加美债收益率抬升及中东局势担忧，科技权重股普遍面临获利回吐压力，应用材料作为主要半导体设备供应商同步承压。此前，高盛在半导体板块普跌后逆势翻多，认为三季度财报季将迎来建设性交易窗口，核心看好半导体设备等四条主线，但短期市场情绪仍受板块整体弱势拖累。应用材料公司是一家全球性材料工程解决方案供应商，为半导体、显示器及相关行业提供制造设备、服务和软件，客户涵盖半导体芯片、液晶及OLED显示器制造商。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料下跌，半导体设备板块承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673601697","title":"美股深夜，半导体跳水，迈威尔科技跌超2%；中国资产下跌，阿里、百度、霸王茶姬飘绿；医药股逆市走高，礼来涨超2%，艾伯维公司股价创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2673601697","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673601697?lang=zh_cn&edition=full","pubTime":"2026-10-07 22:19","pubTimestamp":1791382754,"startTime":"0","endTime":"0","summary":"北京时间7日晚，美股费城半导体指数跌2%。截至发稿，成分股中，Coherent跌超5%，安森美半导体、迈威尔科技、应用材料等跌超2%。中国资产下跌，纳斯达克中国金龙指数盘初跌约1%。虎虎科技跌超11%，万国数据、有道、新氧跌超3%，霸王茶姬、陆金所控股、阿里巴巴、百度、金山云等飘绿。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610073888963964.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202610073888963964.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_eastmoney","symbols":["LU1221951046.USD","LU2361045086.USD","IE0001KFT4U8.USD","IE00B0JY6N72.USD","LU1670628061.USD","RXL","LU1992135472.HKD","BK4583","LU2290526834.HKD","LU2028103732.USD","LU0868494708.USD","04336","LU0787776722.HKD","LU1316542783.SGD","BK4581","LU0006306889.USD","LU0061474960.USD","LU1720051017.SGD","LU0797268264.HKD","LU2023250330.USD","BK4515","LU0868494617.USD","LU0320765059.SGD","IE00BBT3K403.USD","LU0251143458.SGD","LU1261432733.SGD","LU1066051811.HKD","LU1815333072.USD","BABU","LU2756315664.SGD","LU1804176565.USD","LU1983299246.USD","LU2505996681.GBP","LU0096362180.USD","LU0965509283.SGD","LU2168564222.USD","LU2592432038.USD","SG9999013999.USD","LU0124676726.USD","LU0234572021.USD","IE00BJT1NW94.SGD","TMED","BK4578","SG9999015945.SGD","BABC","LU1674673691.USD","LU0011850046.USD","LU1691799644.USD","GB00BDT5M118.USD","LU0472753341.HKD","IE00BZ199S13.USD","LU2468319806.SGD","LU0061474705.USD","IE00B66KJ199.SGD","LU0444971666.USD","BK4505","BK4552","BK4602","XLV","AMAU","AMA","IE0004091025.USD","LU2430703095.HKD","LU0173614495.USD","THNR","LU2089985449.USD","LU1267930490.SGD","LU0109394709.USD","LU1046421795.USD","LU0158827781.USD","LU1988902786.USD","LU1854103824.USD","BBYY","IE00BKDWB100.SGD","IE000SO60NU8.SGD","LU0882574139.USD","COHC","LU1057294990.SGD","LLYX","IE000M9KFDE8.USD","BK4607","BK4532","LU1914381329.SGD","BK4518","LU1732799900.SGD","LU2087625088.SGD","FAI","TINY","LU0106959298.USD","LU0823416689.USD","LU1093756325.SGD","LU1145028129.USD","LU0198837287.USD","LU1267930730.SGD","LU2211814178.USD","LU2242652126.USD","LU0689626769.HKD","LU0426417589.USD","LU2129689605.HKD","LU1169589451.USD","BK4529","BK4610","LU2133065610.SGD","QQQG","ARTY","LU1282648689.USD","LU2098885051.SGD","LU2746668974.SGD","09888","LU0354030511.USD","IE00BVYPNV92.GBP","LU1235294995.USD","GLAM","GTEK","LU0109391861.USD","IE00BMPRXR70.SGD","LU1430594728.SGD","BK4592","IBBQ","LU2168564065.EUR","DRGN","LU1983260115.SGD","LU1051769294.HKD","SG9999000418.SGD","LU2361044949.HKD","GILD","LU0545562505.USD","BK4516","IE0031619046.USD","LU0127658192.USD","LU0672654240.SGD","LU2125909593.SGD","TRUH","LU0501845795.SGD","LU1989773731.SGD","LU1978683503.SGD","IE000MB6IJN5.SGD","IE0005OL40V9.USD","LU2473716301.USD","SG9999002232.USD","LU1003077747.HKD","COHQ","LU2023250843.SGD","IE00B42XCP33.USD","BK4116","EPAI","LU0061475181.USD","LU0444973449.USD","LU2237443549.SGD","LU1267930813.SGD","FDTX","LU0689472784.USD","IE00BFSS7M15.SGD","LU1571399168.USD","LU2168564495.EUR","LU0949170772.SGD","IE00BF5LJ272.USD","BK4567","LU1861215975.USD","LU2471134879.HKD","BK4122","LU1929549753.HKD","LU0823434740.USD","BK4538","LU0820561818.USD","LU1061106388.HKD","LU0385154629.USD","IE00B4JS1V06.HKD","LU0345770993.USD","LU0640476718.USD","LU2106854487.HKD","LU2357305700.SGD","LU2413666699.HKD","LU0098860793.USD","LU2403377893.USD","IE0000B7K699.USD","LU0289739699.SGD","IE00BQXX3F31.USD","LU1974910355.USD","DTCR","LU2602419157.SGD","LU1059921491.USD","LU0821914370.USD","LU0203345920.USD","IE00BN8TJ469.HKD","LU2111349929.HKD","IE000F7OJYX1.SGD","LU0053666078.USD","LU0328353924.USD","09988","IE00BK4W5M84.HKD","LU1585245621.USD","LU1032955483.USD","LU1688375341.USD","IE00BLSP4452.SGD","LU0353189763.USD","LU0823421333.USD","ONLN","IXJ","IE00B7SZL793.SGD","BK4527","IE0002270589.USD","IE00B1BXHZ80.USD","LU0170899867.USD","SG9999014906.USD","IE00BD6J9T35.USD","LU0072462343.USD","LU1803068979.SGD","SG9999001176.SGD","BBH","LU1196500208.SGD","LU1839511570.USD","LU1778281490.HKD","LU0985320562.USD","PBE","BK4563","LU0964807845.USD","LU2430703251.USD","LU0256863902.USD","LU1043141396.HKD","SHOC","LU0158827948.USD","LU1712237335.SGD","LU1366192091.USD","IE00B5949003.HKD","LU2063271972.USD","LU1718418525.SGD","IE00B3T34201.USD","LU0072461881.USD","LU1037948897.HKD","IE00BJJMRX11.SGD","LU2552382058.USD","LU2750360641.GBP","LU1093756168.USD","LU1023057109.AUD","BK4007","LU0889565833.HKD","CURE","LU0795875169.SGD","SPRX","LU2471134796.USD","LU1934455277.USD","04332","LU1917777945.USD","IE00BFXG1179.USD","LU0079474960.USD","LU0354030438.USD","LU1551013425.SGD","LU2237443622.USD","LU1979441026.SGD","MRVU","BK4575","LU0651946864.USD","IE00B7KXQ091.USD","EGGY","BK4077","LU0128525689.USD","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21:48","pubTimestamp":1791294482,"startTime":"0","endTime":"0","summary":"英特尔首席执行官陈立武称，AI算力需求倒逼性能、能效、封装技术实现重大突破，英特尔正联合生态合作伙伴推进相关创新。应用材料是重要合作方，双方将扩大在EPIC中心的合作，推动技术从实验室快速走向美国大规模量产。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/OTc4NDY1YzgwYTY5ZDI5OGQwMTAxMzU2NDM1Mjg5Ng==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OTc4NDY1YzgwYTY5ZDI5OGQwMTAxMzU2NDM1Mjg5Ng==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306889","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0274383776.USD","LU0354030438.USD","LU0957791311.USD","BK4567","BK4534","LU1852331112.SGD","LU2023250843.SGD","LU0683600562.USD","LU1868836591.USD","IE000M9KFDE8.USD","TINY","BK4512","LU2106854487.HKD","LU0082616367.USD","LU0061475181.USD","LINT","IE000BZT7R73.USD","LU1989763005.USD","LU0061474960.USD","LU2089284900.SGD","04335","BK4533","LU2247934214.USD","IE000F7OJYX1.SGD","LU2089283258.USD","HK0000304805.HKD","LU0321505439.SGD","BK4529","BK4515","XNTK","LU1674673428.USD","BK4588","LU0719512351.SGD","BK4518","IE0000B7K699.USD","LU0949170772.SGD","QQQG","QQQA","SMH","LU1989773731.SGD","LU0109392836.USD","LU0742534661.SGD","RDVI","BK4147","BK4550","LU0738911758.USD","LU2458330243.SGD","LU0889565833.HKD","BK4605","LU0210536198.USD","LU2360106780.USD","LU1868836757.USD","INTC","SOXX","LU0787776722.HKD","IE00B5949003.HKD","AIQ","LU0348723411.USD","IE00BQXX3F31.USD","SG9999002224.SGD","LU2211814178.USD","BK4612","LU0096364046.USD","IE000MB6IJN5.SGD","LU0097036916.USD","BK4519","SINTCmain","LU0942090050.USD","SG9999002232.USD","BK4516","BK4585","LU0198837287.USD","LU0444973449.USD","LU2764263203.CNY","SHOC","SG9999001424.SGD","LU0276348264.USD","LU0154236417.USD","LU0187121727.USD","INYY","LU2111349929.HKD","LU2458330169.SGD","LU2148611432.USD","LU0238689110.USD","DRIV","INT","LU1153585028.USD","TDV","LU1815336760.USD","LU0347712357.USD","AMAU","LU0859254822.USD","LU2023251221.USD","IE0009356076.USD","LU0175139822.USD","SOXQ","RDVY","LU0868494708.USD","BK4602","LU0868494617.USD","LU2028103732.USD","CHPS","IE00BD6J9T35.USD","LU0251131958.USD","LU0158827948.USD","LU0158827781.USD","BK4543","LEGR","AMA","APMI","IE00BQXX3C00.GBP","IE00BQXX3D17.EUR","LU0792757196.USD","BK4554","IE00BSNM7G36.USD","LU1778281490.HKD","LU2271345857.HKD","LU2244417387.USD","LU0476273544.USD","LU0545039389.USD","IE000WAW04H5.SGD","LU2023250504.SGD","LU0056508442.USD","LU0096362180.USD","LU1035775433.USD","LU2931357623.SGD","HK0000304797.USD","LU0553294199.USD","GB00BDT5M118.USD","LU1721428933.USD","LU2250418816.HKD","LU1868836914.USD","BK4141","LU0889566641.SGD","IE00BFXG1179.USD","PSI","LU0444971666.USD","AMAT","LU1868837136.USD","BK4575","LU0289960550.SGD","LU0321505868.SGD","BK4535","INTW","LU1003077747.HKD","LU1917777945.USD","BK4527","LU0354030511.USD","LU1069344957.HKD","LU0957808578.USD","LU0011850046.USD","LU2764262908.HKD","LU1674673691.USD","LU0149725797.USD","SGXZ80539844.SGD","LU1815333072.USD","TTEQ","LU0079474960.USD","LU2089985449.USD","LU2896262040.SGD","LU0048573561.USD","LU1267930813.SGD","LU0081259029.USD","LU1823568750.SGD","LU2543165471.USD","LU1046421795.USD","LU2357627491.SGD","LU0061474705.USD","LU0661504455.SGD","LU1974910355.USD","LU2720916845.USD","LU1642822529.SGD","FTXL","LU2764263039.SGD","WUGI","LU2413666699.HKD","04336","IE000SO60NU8.SGD","LU2413666426.HKD","BK4579","LU0127658192.USD","LU1868837300.USD","LU0251142724.SGD","LU1803068979.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673511540","title":"应用材料与英特尔合作，加速 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Industries扩大合作，后者正式加入其位于硅谷、投资达50亿美元的EPIC创新中心，双方将聚焦下一代3D集成电路、逻辑与存储融合及支持AI基础设施的光子学应用。此前铠侠已加入该中心，至此全球四大存储厂商——三星、SK海力士、美光及铠侠均已与应用材料展开下一代存储技术合作，EPIC中心生态圈持续扩容。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料上涨，四大存储巨头齐聚EPIC中心","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1178740046","title":"美股芯片股走高，ARM涨超4%，英特尔、AMD、博通涨超3%，英伟达涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178740046","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1178740046?lang=zh_cn&edition=full","pubTime":"2026-10-02 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$台积电(TSM)$涨2.2%。","market":"us","thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVGW","AMA","APMI","NVDS","INTC","INTW","TSMZ","ARMW","QCMD","NVDQ","ARMA","AMDY","NVDX","AVGG","LINT","ARMU","AVS","QCML","AMDL","QCMU","DAMD","NVYY","INYY","AVGX","AMUU","NVDU","AMAU","AMDC","ARMG","AVL","NVD","NVDB","ANV","NVDO","NVII","TSMU","AMYY","INT","NVDW","07788","NXPI","NVDA","TSMX","AMDW","TSMY","NVDY","NXPX","AVGO","TSM","NXPG","NVC","TWSC","TSMG","AMDD","NVDG","NVDL","AMDG","DIPS","STSM","ARM","AMAT","QCOM","AMD","07388","AVGU","AVGC","NVDD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136412902","title":"异动解读｜应用材料盘前上涨3.07%，EPIC中心再添合作伙伴叠加存储技术联盟持续扩容","url":"https://stock-news.laohu8.com/highlight/detail?id=1136412902","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1136412902?lang=zh_cn&edition=full","pubTime":"2026-10-02 21:01","pubTimestamp":1790946075,"startTime":"0","endTime":"0","summary":"10月2日，应用材料盘前上涨3.07%，报544.09美元/股，成交额3014.21万美元，延续近期反弹势头。消息面上，应用材料宣布与荷兰BE Semiconductor Industries扩大合作，后者正式加入其位于硅谷、投资达50亿美元的EPIC创新中心，双方将聚焦下一代3D集成电路、逻辑与存储融合及支持AI基础设施的光子学应用。此前，铠侠已加入该中心，至此全球四大存储厂商——三星、SK海力士、美光及铠侠均已与应用材料展开下一代存储技术合作，EPIC中心生态圈持续扩容。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料盘前上涨，存储联盟扩容引关注","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148938748","title":"异动解读｜应用材料盘前上涨4.33%，携手铠侠推进下一代存储技术叠加大摩上调盈利预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1148938748","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1148938748?lang=zh_cn&edition=full","pubTime":"2026-10-01 16:00","pubTimestamp":1790841647,"startTime":"0","endTime":"0","summary":"10月1日，应用材料盘前上涨4.33%，报524.56美元/股，成交额148.99万美元，延续近日反弹态势。消息面上，应用材料宣布铠侠已加入其\"应用EPIC中心\"，双方将联合研究先进存储单元与结构形成、多芯片堆叠架构及新型材料工程方法，以提升AI时代所需的存储密度和性能。至此，全球四大存储厂商——三星、SK海力士、美光及铠侠均已与应用材料展开下一代存储技术合作。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料盘前上涨，携手铠侠推进存储技术","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187227408","title":"异动解读｜应用材料夜盘上涨3.05%，携手铠侠推进下一代存储技术叠加大摩上调盈利预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1187227408","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1187227408?lang=zh_cn&edition=full","pubTime":"2026-10-01 12:56","pubTimestamp":1790830610,"startTime":"0","endTime":"0","summary":"10月1日，应用材料夜盘上涨3.05%，报526.88美元/股，成交额702.81万美元，延续近日反弹态势。至此，全球四大存储厂商——三星、SK海力士、美光及铠侠均已与应用材料展开下一代存储技术合作。此外，摩根士丹利近期将公司2027年营收预测上调至507亿美元，每股收益上调至20.92美元，并预计毛利率将从48.8%逐步攀升至52%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料夜盘上涨，携手铠侠共研存储技术","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176643954","title":"异动解读｜应用材料盘中上涨3.19%，摩根士丹利上调营收及盈利预期提振反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1176643954","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1176643954?lang=zh_cn&edition=full","pubTime":"2026-09-29 21:32","pubTimestamp":1790688749,"startTime":"0","endTime":"0","summary":"9月29日，应用材料盘中上涨3.19%，报506.95美元/股，成交额2.37亿美元，较前一交易日约3%的跌幅明显反弹。消息面上，摩根士丹利最新研报虽将应用材料目标价从642美元下调至563美元，但基于对NAND闪存及毛利率预期的提升，将公司2027年营收预测上调至507亿美元，每股收益预测上调至20.92美元，并预计毛利率将从48.8%逐步攀升至52%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料盘中上涨，大摩上调营收预期","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1166528322","title":"异动解读｜应用材料盘前上涨4.01%，摩根士丹利上调营收及盈利预期提振反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1166528322","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1166528322?lang=zh_cn&edition=full","pubTime":"2026-09-29 21:29","pubTimestamp":1790688554,"startTime":"0","endTime":"0","summary":"9月29日，应用材料盘前上涨4.01%，报506.3美元/股，成交额3720.75万美元，较前一日盘前约3%的跌幅明显反弹。消息面上，摩根士丹利最新研报虽将应用材料目标价从642美元下调至563美元，但基于对NAND闪存及毛利率预期的提升，将公司2027年营收预测上调至507亿美元，每股收益预测上调至20.92美元，并预计毛利率将从2025年的48.8%逐步攀升至2027年的52%。此前公司CEO亦公开表示2027年将是公司的\"辉煌之年\"，基本面乐观预期对股价形成支撑。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料盘前上涨，大摩上调盈利预期","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670723071","title":"【券商聚焦】摩根士丹利下调应用材料（AMAT）目标价至563美元 维持“持股观望”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2670723071","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670723071?lang=zh_cn&edition=full","pubTime":"2026-09-28 21:10","pubTimestamp":1790601041,"startTime":"0","endTime":"0","summary":"金吾财讯 | 摩根士丹利发布最新研报，将应用材料（AMAT）的目标股价从642美元下调79美元至563美元，并维持“持股观望”评级。研报指出，由于该股票估值已反应较多乐观预期，大摩将其估值倍数从26倍下调至22倍（仍高出2020年以来平均周期性倍数20倍约10%）。分析师表示，更倾向于寻找预期在市盈率中反映较少的投资标的。不过，尽管下调了目标价，大摩基于对NAND闪存及毛利率预期的提升，将应用材料2027年的营收预测上调至507亿美元，每股收益预测上调至20.92美元。同时预计其毛利率将从2025年的48.8%逐步攀升至2027年的52%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306561","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":["UUP","UDN","KCE","AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1137686149","title":"异动解读｜应用材料盘前下跌3.07%，报470.13美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1137686149","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1137686149?lang=zh_cn&edition=full","pubTime":"2026-09-28 16:27","pubTimestamp":1790584026,"startTime":"0","endTime":"0","summary":"9月28日，应用材料盘前下跌3.07%，报470.13美元/股，成交额554.96万美元。应用材料所在的半导体设备行业整体走弱，个股中，拉姆研究跌2.95%，阿斯麦跌1.5%，科磊跌2.37%，泰瑞达跌3.06%，AXT Inc跌3.88%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136782983","title":"异动解读｜应用材料夜盘下跌3.02%，报470.34美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1136782983","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1136782983?lang=zh_cn&edition=full","pubTime":"2026-09-28 15:15","pubTimestamp":1790579709,"startTime":"0","endTime":"0","summary":"9月28日，应用材料夜盘下跌3.02%，报470.34美元/股，成交额1240.8万美元。应用材料所在的半导体设备行业整体走弱，个股中，拉姆研究跌2.76%，阿斯麦跌2.14%，科磊跌2.74%，泰瑞达跌3.11%，AXT Inc跌4.04%。应用材料公司成立于1967年，是一家在特拉华州成立的全球性公司，在材料工程方面拥有广泛的能力，为半导体、显示器和相关行业提供制造设备、服务和软件。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669049171","title":"大空头Burry加码做空美光、Nebius，逻辑是“内存供应激增，价格将面临下行压力”","url":"https://stock-news.laohu8.com/highlight/detail?id=2669049171","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669049171?lang=zh_cn&edition=full","pubTime":"2026-09-23 11:12","pubTimestamp":1790133129,"startTime":"0","endTime":"0","summary":"Michael Burry高调加码做空美光、Palantir及半导体ETF，并直言\"规模相当大\"。其核心逻辑：三星、海力士、美光为满足AI对HBM的需求而压缩普通DRAM产能造成了了短缺；如今产能正在增加，供给过剩的达摩克利斯之剑已悬于市场头顶。宏碁CEO的库存预警，让他愈发确信内存周期已然见顶。","market":"us","thumbnail":"https://static.tigerbbs.com/d782f3a7e089042d5a3cab51b88bdbfc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d782f3a7e089042d5a3cab51b88bdbfc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3782343","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BOBP","CHPS","FAI","ARTY","SHOC","NVDA","ILDR","PLTW","NVDQ","SHLD","SOXY","IXN","07388","PLYY","PTIR","AIQ","PLTU","EFIV","IETC","ABFL","DRMY","EGGY","NVC","JGRO","MUZ","AMAU","NVDS.UK","FTEC","TDV","EMSF","WISE","NVD","NVDG","PLTY","CMAG","PLTA","ANV","DIPS","NVYY","SMH","NVDL","AIS","NVDX","2NVD.UK","EYES","CLSE","SPTE","NVII","NVDO","09788","MUG","FTXL","USD","AGOX","MUU","NVIW.SI","IGV","PLTG","MUD","TTEQ","WUGI","METV","TINY","XNTK","SOXL","LEGR","AMAT","EPAI","MU","NVD2.UK","NVDD","PLT","TTXU","VGT","09388","CGGO","CHPX","NULC","NVD3.UK","CHAT","NVDU","MIC","PLOO","SPLTRmain","QQQG","WLDR","MUYY","FXL","USXF","TRFK","SOXQ","PLTZ","NVDW","PLTR","SOXS","AIPI","BAI","RDVI","NVDY","DISK","GUNZ","CNEQ","PLTL","ESUM","RDVY","NVDS","HBMX","LFGY","NVDB","MULL","SMHX","TYLG","PLTI","RULE","SMU00main","APMI","GAMR","PLTD","PTF","07788","AIFD","AMA","THMR","PSI","ESLG","SNVD.UK","ROM","SNPE","XLK","TEK","SNVDAmain","SOXX","3NVD.UK","FDTX","VT"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1169721712","title":"异动解读｜应用材料盘中上涨3.21%，印度50亿美元投资计划持续发酵，半导体设备板块集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1169721712","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1169721712?lang=zh_cn&edition=full","pubTime":"2026-09-21 21:48","pubTimestamp":1789998533,"startTime":"0","endTime":"0","summary":"9月21日，应用材料盘中上涨3.21%，报458.03美元/股，成交额7.33亿美元。消息面上，应用材料此前在SEMICON India大会上宣布未来十年在印度投资50亿美元，涵盖班加罗尔140英亩研发园区建设、供应链产能扩张及人才培养，并计划到2035年将印度供应链产能扩大十倍。市场将此举视为分散地缘风险、优化全球供应链布局的重要信号，投资计划持续发酵提振板块情绪。半导体设备板块集体走强，科磊涨3.03%、拉姆研究涨2.09%、阿斯麦涨1.0%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料大涨，印度50亿投资计划引爆半导体设备板块","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127137007","title":"异动解读｜应用材料盘前上涨3.02%，印度50亿美元投资计划持续发酵，半导体设备板块集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1127137007","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1127137007?lang=zh_cn&edition=full","pubTime":"2026-09-21 17:40","pubTimestamp":1789983649,"startTime":"0","endTime":"0","summary":"9月21日，应用材料盘前上涨3.02%，报457.025美元/股，成交额942.74万美元。消息面上，公司此前在SEMICON India大会上宣布未来十年在印度投资50亿美元，涵盖班加罗尔140英亩研发园区建设、供应链产能扩张及人才培养，并计划到2035年将印度供应链产能扩大十倍。与此同时，半导体设备板块集体走强，拉姆研究涨2.77%、科磊涨2.63%、阿斯麦涨2.07%，板块整体偏暖。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料盘前上涨，印度投资计划引半导体设备板块走强","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188316659","title":"异动解读｜应用材料盘中上涨3.03%，宣布未来十年向印度投资50亿美元，半导体设备板块集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1188316659","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1188316659?lang=zh_cn&edition=full","pubTime":"2026-09-18 21:46","pubTimestamp":1789739190,"startTime":"0","endTime":"0","summary":"9月18日，应用材料盘中上涨3.03%，报430.05美元/股，成交额6.77亿美元。消息面上，应用材料在印度旗舰芯片大会SEMICON India上宣布，计划未来十年在印度投资50亿美元，用于研发、供应链扩张及人才培养。此前公司因中美贸易摩擦及出口管制加码持续承压，此次大规模印度投资被市场视为分散地缘风险、优化全球供应链布局的重要举措，提振板块情绪。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料大涨，豪掷50亿美元布局印度","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164039914","title":"异动解读｜应用材料盘前上涨3.04%，宣布未来十年向印度投资50亿美元，半导体设备板块集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1164039914","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1164039914?lang=zh_cn&edition=full","pubTime":"2026-09-17 20:10","pubTimestamp":1789647035,"startTime":"0","endTime":"0","summary":"9月17日，应用材料盘前上涨3.04%，报428.5美元/股，成交额6364.53万美元。消息面上，应用材料在印度旗舰芯片会议SEMICON 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据外媒报道，应用材料公司 在“SEMICON 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