20%增长指引碾压预期，应用材料(AMAT.US)盘前飙涨!华尔街华尔街看多2027年上行周期

智通财经02-13

智通财经APP获悉，周五，应用材料公司(AMAT.US)成为市场焦点，此前华尔街对其业绩指引表示赞赏。截至发稿，该公司股价盘前交易中上涨近11%，而其他芯片设备类股，如泛林集团(LRCX.US)、阿斯麦(ASML.US)和科磊(KLAC.US)的表现则喜忧参半。富国银行分析师乔·夸特罗奇给予应用材料公司"增持"评级，目标价为435美元。该分析师对应用材料公司的业绩指引印象深刻，特别是在行业预期持续...

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href=http://www.zhitongcaijing.com/content/detail/1405459.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周五，应用材料公司(AMAT.US)成为市场焦点，此前华尔街对其业绩指引表示赞赏。截至发稿，该公司股价盘前交易中上涨近11%，而其他芯片设备类股，如泛林集团(LRCX.US)、阿斯麦(ASML.US)和科磊(KLAC.US)的表现则喜忧参半。富国银行分析师乔·夸特罗奇给予应用材料公司\"增持\"评级，目标价为435美元。该分析师对应用材料公司的业绩指引印象深刻，特别是在行业预期持续...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1405459.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":"IE00BSNM7G36.USD","symbol_name":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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Wall StreetWall Street is bullish on 2027 upside cycle","themeId":"05d3d232f46e40291d620e6cde6d40e8","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMAT":1.5},"content_text":"智通财经APP获悉，周五，应用材料公司(AMAT.US)成为市场焦点，此前华尔街对其业绩指引表示赞赏。截至发稿，该公司股价盘前交易中上涨近11%，而其他芯片设备类股，如泛林集团(LRCX.US)、阿斯麦(ASML.US)和科磊(KLAC.US)的表现则喜忧参半。富国银行分析师乔·夸特罗奇给予应用材料公司\"增持\"评级，目标价为435美元。该分析师对应用材料公司的业绩指引印象深刻，特别是在行业预期持续上修的背景下。他在客户报告中强调：\"尽管公司未披露2026日历年(C2026)晶圆厂设备(WFE)的具体预估，但其预计半导体系统收入将实现超20%的同比增长，远超华尔街此前11%的共识预期，\"夸特罗奇指出：\"与同行类似，应用材料公司预计收入将呈现下半年占比更高的态势，基于晶圆厂当前准备情况，这一态势或为2027年强劲表现奠定基础。人工智能仍作为需求增长核心驱动力，推动WFE增长主要由前沿逻辑/晶圆代工(F/L)、DRAM/HBM及先进封装领域引领;同时，我们对ICAPS业务保持稳定及中国市场的最新预期持积极态度——这有望助力应用材料公司在2026年WFE市场中跑赢市场。\"Evercore ISI分析师马克·利帕西斯也对此印象深刻，并表示在该报告发布后，他预计应用材料公司与同行阿斯麦、泛林集团和科磊之间的估值差距将会缩小。该分析师给予应用材料公司\"跑赢大盘\"评级，并将其目标股价定为400美元。利帕西斯在给客户的报告中写道：\"我们预计，随着WFE在2027年加速增长，以及应用材料公司受益于DRAM+HBM和前沿F&L支出的加速，这一估值差距将缩小。\"美国银行分析师维韦克·阿里亚甚至更为乐观，称现在是应用材料公司\"大放异彩\"的时候了。阿里亚将应用材料公司的目标股价从350美元上调至420美元，并重申其\"买入\"评级。阿里亚表示，作为全球规模最大的半导体设备巨头且产品组合最广泛的企业，应用材料公司在此次聚焦于前沿逻辑/晶圆代工(F/L)与DRAM领域的多年晶圆厂设备(WFE)周期中，凭借其强大影响力有效满足了人工智能(AI)的庞大需求。阿里亚在客户报告中进一步指出：“除周期性增长外，应用材料公司在DRAM(全球第一供应商)、先进封装以及沉积与导体刻蚀工艺环节的领导地位，构成了其跨周期市场份额提升的核心引擎——据我们预测，其日历年2026年市场份额将增长约100个基点。值得关注的是，今年营收增量几乎全部来自非中国地区，因ICAPS/中国区销售额同比基本持平。”据了解，应用材料公司于周四美股收盘后公布了2026 财年第一季度财报，其表现不仅超出了市场普遍预期，更凭借极具扩张性的业绩指引为半导体行业的全面复苏注入了强心针。在截至 2026 年 1 月 25 日的第一财季中，公司实现营收 70.1 亿美元，尽管同比微幅下降，但仍显著高于分析师此前预测的 68.7 亿美元。在盈利能力方面，非 GAAP 准则下的每股收益达到 2.38 美元，远超市场预期的 2.21 美元。相比于已经落袋为安的季度业绩，华尔街分析师更受鼓舞的是应用材料对未来增长的乐观勾勒。公司预计 2026 财年第二季度的营收将攀升至约 76.5 亿美元，每股收益展望区间则为2.44美元至2.84美元(不含部分项目)，这一预测数字大幅跨越了华尔街平均预期的 2.29 美元门槛。应用材料公司首席执行官盖瑞·狄克森(Gary Dickerson)在财报电话会议中对行业前景做出了极具雄心的判断。他指出，随着 AI 计算投资进入加速阶段，公司全年的半导体设备业务增长率有望突破 20%。狄克森进一步预测，2026 年将成为全球半导体产业的历史性转折点，行业总产值有望触及 1 万亿美元的里程碑。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2611150423","isCrawlerRequest":true}