应用材料(AMAT.US)成为多位分析师首选股看好AI和数据中心建设仍处于起步阶段

智通财经10-28

智通财经APP获悉，美国最大芯片制造设备生产商应用材料(AMAT.US)成为多位分析师的首选股，他们认为该公司将继续从AI和数据中心建设中受益。Perimeter Acquisition 分析师乔丹·布拉谢克表示，数据中心消耗了美国能源供应总量的约4%，预计到2028年，这一数字将跃升至12%。他认为，人工智能和数据中心建设仍处于起步阶段。应用材料公司是该分析师的首选股之一。布拉谢克表示："我们正...

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Acquisition 分析师乔丹·布拉谢克表示，数据中心消耗了美国能源供应总量的约4%，预计到2028年，这一数字将跃升至12%。他认为，人工智能和数据中心建设仍处于起步阶段。应用材料公司是该分析师的首选股之一。布拉谢克表示：\"我们正...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1361133.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2458330169.SGD","symbol_name":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1361133.html","article_id":"2578981539","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2578981539","pubTimestamp":1761633017,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，美国最大芯片制造设备生产商应用材料成为多位分析师的首选股，他们认为该公司将继续从AI和数据中心建设中受益。Perimeter Acquisition 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表示，\"本季度，我们新建立了应用材料的头寸。该公司是半导体制造领域规模最大、最多元化的资本设备、服务和解决方案供应商。作为晶圆制造设备的主要供应商，该公司拥有21%的市场份额，这是其数十年内生及外延增长的结果。在沉积这一要求极高精度、对制造过程至关重要的环节中，应用材料是全球主导者，该工艺是在原子级别将薄膜附着于晶圆表面以赋予其电学特性。我们利用了半导体行业的周期性低迷，在接近我们下行目标价的位置买入。公司内部人士的买入，特别是首席执行官盖瑞·迪克森在四月初斥资700万美元购买股票，进一步增强了我们的信心。”该公司认为，应用材料将迎来多项顺风因素，包括因芯片架构复杂性上升而推动的先进封装和复杂制造工艺需求增长。这将提振晶圆制造设备支出，使应用材料成为长期受益者。这些顺风因素，加上其作为一流模拟半导体制造商的地位，应会导致股票被重新评级。以该市盈率计算，基于周期中期每股收益，应用材料股价可能达到300美元低段，较当前约170美元的股价有显著上涨空间。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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应用材料(AMAT.US)成为多位分析师首选股 看好AI和数据中心建设仍处于起步阶段

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应用材料(AMAT.US)成为多位分析师首选股看好AI和数据中心建设仍处于起步阶段