$应用材料(AMAT_老虎社区_美港股上老虎 - 老虎社区

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$应用材料(AMAT)$ 第一次建仓应用材料，给的反馈不错。目前美光、海力士、闪迪、Spcx、intc扩大产能都需要应用材料的设备，加上财报超预期，目前涨到600美金应该没问题吧。相比阿斯麦，目前应用材料的价格更适合建仓，上涨空间更大，看好半导体制造设备股。

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