美股异动｜应用材料大跌7%，Q3业绩与Q4指引均超预期，市场仍嫌“惊喜”不足_老虎社区_美港股上老虎

美股异动｜应用材料大跌7%，Q3业绩与Q4指引均超预期，市场仍嫌“惊喜”不足

格隆汇08-14

应用材料(AMAT.US)盘初大跌7%，报497.1美元。消息面上，应用材料最新公布2026财年Q3业绩，营收达到创纪录的91.2亿美元，超出分析师预期的90亿美元，调整后每股收益3.50美元同样创新高；GAAP毛利率达50.3%，同比提升1.5个百分点，已是连续第13个季度同比改善。业绩指引方面，Q4营收预期中值约102.5亿美元，调整后每股收益中值4.02美元，均超预期。然而，这份超预期的财报...

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