大摩：DRAM下滑VS技术潜力引分歧维持应用材料(AMAT.US)“持有”评级

智通财经2025-06-25

智通财经APP获悉，摩根士丹利分析师Shane Brett发表研报，维持应用材料(AMAT.US)“持有”评级，目标价为158美元，这一谨慎评级源于对台积电(TSM.US)发展前景和DRAM市场增长态势的综合评估。Brett指出，应用材料的DRAM业务营收预计将在2026财年下降12%。然而，部分分析师仍对其新型技术(如全环绕栅极晶体管和背面供电技术)驱动的增长潜力持乐观态度。关于公司估值也存在...

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大摩：DRAM下滑VS技术潜力引分歧 维持应用材料(AMAT.US)“持有”评级

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大摩：DRAM下滑VS技术潜力引分歧维持应用材料(AMAT.US)“持有”评级