看好DRAM支出与晶圆厂扩产大摩上调应用材料(AMAT.US)评级至“增持”

智通财经09-23

智通财经APP获悉，9月22日，摩根士丹利分析师Shane Brett将应用材料(AMAT.US)股票评级从“持股观望”上调至“增持”，目标价由172美元大幅上调至209美元，并明确指出该股当前极具吸引力。报告核心逻辑显示，应用材料股价较同业公司泛林集团(LRCX.US)存在25%的折价空间，而历史数据显示2023年以来平均折价水平为10%，本次目标价调整后隐含折价将为15%。该行分析师特别强调，...

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看好DRAM支出与晶圆厂扩产 大摩上调应用材料(AMAT.US)评级至“增持”

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看好DRAM支出与晶圆厂扩产大摩上调应用材料(AMAT.US)评级至“增持”