半导体设备遭遇“估值降速带”? 大摩上调应用材料(AMAT.US)盈利预期但削减目标价

智通财经09-29 10:30

【半导体设备遭遇“估值降速带”? 大摩上调应用材料(AMAT.US)盈利预期但削减目标价】智通财经APP获悉，就在Meta Muse以及此前更早发布的GPT-6 Astra共同大举强化市场对AI智能体商业化及AI算力扩张预期，进而显著推高半导体设备板块盈利轨迹之际，华尔街金融巨头摩根士丹利对于总部位于美国的全球最大规模半导体设备制造商之一应用材料(AMAT.US)的目标价从此前予以的642美元下调至563美元。

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