科磊(KLAC.US)估值偏高遭大摩下调评级但重申基本面强劲并上调盈利预期

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智通财经APP获悉，摩根士丹利将其对半导体设备制造商科磊(KLAC.US)的评级由“增持”下调至“持股观望”，但将目标价从928美元上调至1093美元。大摩此次下调对科磊股票评级的原因在于该股估值仍然偏高——该股目前的估值溢价为30%。尽管如此，大摩重申该公司基本面强劲，这得益于来自台积电、DRAM制造商以及先进封装领域的强劲需求。因此，大摩上调了对科磊2026财年的每股收益预期，由37.11美元...

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科磊(KLAC.US)估值偏高遭大摩下调评级 但重申基本面强劲并上调盈利预期

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科磊(KLAC.US)估值偏高遭大摩下调评级但重申基本面强劲并上调盈利预期