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应用材料

530.27

-12.0100-2.21%

盘前：514.71-15.5600-2.93%08:28 EDT

成交量：488.48万

成交额：25.98亿

市值：4,204.74亿

市盈率：45.74

高：546.00

开：546.00

低：526.52

收：542.28

52周最高：739.67

52周最低：203.40

股本：7.93亿

流通股本：7.93亿

量比：0.81

换手率：0.62%

股息：1.98

股息率：0.37%

每股收益(TTM):11.59

每股收益(LYR):8.66

净资产收益率：41.07%

总资产收益率：15.48%

市净率：16.41

市盈率(LYR):61.23

数据加载中...

总览公司新闻资讯公告

应用材料（AMAT）与英特尔（INTC）深化合作联合研发下一代AI芯片制造技术

应用材料与英特尔合作，加速 AI 芯片创新

异动解读｜应用材料盘中上涨3.14%，EPIC中心再添合作伙伴叠加四大存储厂商全部入驻

美股芯片股走高，ARM涨超4%，英特尔、AMD、博通涨超3%，英伟达涨超2%

老虎资讯综合

异动解读｜应用材料盘前上涨3.07%，EPIC中心再添合作伙伴叠加存储技术联盟持续扩容

应用材料(AMAT)股票10月1日开盘上涨3.21%：背后推手曝光

TradingKey中文

应用材料与Besi深化战略合作，共推下一代封装技术助力AI规模化

异动解读｜应用材料盘前上涨4.33%，携手铠侠推进下一代存储技术叠加大摩上调盈利预期

异动解读｜应用材料夜盘上涨3.05%，携手铠侠推进下一代存储技术叠加大摩上调盈利预期

应用材料(AMAT)股票9月29日开盘上涨4.09%：投资者必看的核心信息

TradingKey中文

异动解读｜应用材料盘中上涨3.19%，摩根士丹利上调营收及盈利预期提振反弹

异动解读｜应用材料盘前上涨4.01%，摩根士丹利上调营收及盈利预期提振反弹

【券商聚焦】摩根士丹利下调应用材料（AMAT）目标价至563美元维持“持股观望”评级

异动解读｜应用材料盘前下跌3.07%，报470.13美元

异动解读｜应用材料夜盘下跌3.02%，报470.34美元

新加坡推出国家级半导体产业计划多家芯片企业扩大本地研发合作

大空头Burry加码做空美光、Nebius，逻辑是“内存供应激增，价格将面临下行压力”

华尔街见闻

印度桑塞拉工程股价创下历史新高；高盛受全球芯片行业提振上调目标价

应用材料(AMAT)股票9月21日盘中上涨3.65%：投资者必看的核心信息

TradingKey中文

异动解读｜应用材料盘中上涨3.21%，印度50亿美元投资计划持续发酵，半导体设备板块集体走强

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21:48","pubTimestamp":1790862480,"startTime":"0","endTime":"0","summary":"• 应用材料公司与Besi合作，共同开发先进半导体封装解决方案。\n• 强劲的人工智能基础设施需求推动了设备销售与营收的强劲增长。\n• 该股票技术指标呈现中性，而市场情绪指数则偏向看涨。","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20251024/amata-c84545235327452082e6220c3d0dfa55.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20251024/amata-c84545235327452082e6220c3d0dfa55.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262196304-market-movers-amat-20261001","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BQXX3D17.EUR","SG9999001424.SGD","LU1974910355.USD","LU2271345857.HKD","AMAT","BK4588","TINY","LU2413666426.HKD","LU0957791311.USD","LU0949170772.SGD","LU1721428933.USD","PSI","RDVI","SHOC","SOXQ","LU1868837300.USD","LU0109392836.USD","LU1153585028.USD","LU0348723411.USD","TDV","LU0210536198.USD","LU0354030438.USD","AMAU","LU0061474705.USD","BK4533","LU1868836914.USD","LU0079474960.USD","QQQG","SMH","LU1803068979.SGD","LU0792757196.USD","RDVY","BK4534","LU2023250504.SGD","LU0553294199.USD","LU0276348264.USD","LU0889566641.SGD","AMA","LU1642822529.SGD","LU1069344957.HKD","CHPS","XNTK","LU2106854487.HKD","LU0238689110.USD","LU2931357623.SGD","LU1868836591.USD","WUGI","APMI","EPAI","LU0289960550.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193392083","title":"应用材料与Besi深化战略合作，共推下一代封装技术助力AI规模化","url":"https://stock-news.laohu8.com/highlight/detail?id=1193392083","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193392083?lang=zh_cn&edition=fundamental","pubTime":"2026-10-01 21:01","pubTimestamp":1790859669,"startTime":"0","endTime":"0","summary":"应用材料与Besi宣布扩大战略合作伙伴关系，携手推进面向AI规模化扩展的下一代封装技术。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMH","BK4518","LU0354030438.USD","WUGI","LU1003077747.HKD","LU0081259029.USD","LU2023250843.SGD","LU0274383776.USD","LU0738911758.USD","LU2458330169.SGD","LU0868494708.USD","LU1868837300.USD","BK4519","IE00BQXX3D17.EUR","RDVI","GB00BDT5M118.USD","LU0444973449.USD","LU0175139822.USD","EPAI","LU1035775433.USD","BK4534","LU1989763005.USD","SG9999002232.USD","LU1974910355.USD","BK4533","LU1989773731.SGD","RDVY","QQQG","AMA","LU1868836591.USD","LU0096364046.USD","LU0198837287.USD","LU0109392836.USD","LU2089284900.SGD","LU1721428933.USD","LU1267930813.SGD","LU0889565833.HKD","LU2543165471.USD","LU0096362180.USD","TDV","LU1815336760.USD","LU2247934214.USD","LU0061475181.USD","LU1868836757.USD","BK4588","LU2023251221.USD","LU0289960550.SGD","SG9999001424.SGD","LU0868494617.USD","LU2271345857.HKD","BK4147","LU2896262040.SGD","LU0127658192.USD","LU2931357623.SGD","LU0348723411.USD","LU0787776722.HKD","LU0061474705.USD","IE00BQXX3F31.USD","LU0347712357.USD","AMAT","LU1153585028.USD","LU1778281490.HKD","LU1674673691.USD","LU2089283258.USD","SG9999002224.SGD","LU0011850046.USD","IE00BSNM7G36.USD","XNTK","AMAU","LU2458330243.SGD","LU0210536198.USD","LU0354030511.USD","LU0553294199.USD","LU1868836914.USD","LU0957808578.USD","LU1046421795.USD","LU0661504455.SGD","LU1803068979.SGD","CHPS","LU0276348264.USD","IE0009356076.USD","LU1823568750.SGD","LU0158827781.USD","LU2211814178.USD","LU0061474960.USD","LU0942090050.USD","LU1069344957.HKD","LU0949170772.SGD","IE00B5949003.HKD","APMI","LU2111349929.HKD","LU0545039389.USD","BK4585","LU0097036916.USD","LU0476273544.USD","IE00BQXX3C00.GBP","LU2106854487.HKD","PSI","TINY","LU2028103732.USD","LU0683600562.USD","LU0158827948.USD","LU0957791311.USD","IE00BD6J9T35.USD","LU1642822529.SGD","LU1917777945.USD","IE00BFXG1179.USD","LU2413666699.HKD","SOXQ","LU0444971666.USD","LU2089985449.USD","LU0889566641.SGD","LU0238689110.USD","BK4567","SHOC","LU2023250504.SGD","LU2413666426.HKD","LU1674673428.USD","BK4543","LU0079474960.USD","LU1868837136.USD","LU0792757196.USD","LU1815333072.USD","SGXZ80539844.SGD","BK4516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148938748","title":"异动解读｜应用材料盘前上涨4.33%，携手铠侠推进下一代存储技术叠加大摩上调盈利预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1148938748","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148938748?lang=zh_cn&edition=fundamental","pubTime":"2026-10-01 16:00","pubTimestamp":1790841647,"startTime":"0","endTime":"0","summary":"10月1日，应用材料盘前上涨4.33%，报524.56美元/股，成交额148.99万美元，延续近日反弹态势。消息面上，应用材料宣布铠侠已加入其\"应用EPIC中心\"，双方将联合研究先进存储单元与结构形成、多芯片堆叠架构及新型材料工程方法，以提升AI时代所需的存储密度和性能。至此，全球四大存储厂商——三星、SK海力士、美光及铠侠均已与应用材料展开下一代存储技术合作。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料盘前上涨，携手铠侠推进存储技术","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187227408","title":"异动解读｜应用材料夜盘上涨3.05%，携手铠侠推进下一代存储技术叠加大摩上调盈利预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1187227408","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187227408?lang=zh_cn&edition=fundamental","pubTime":"2026-10-01 12:56","pubTimestamp":1790830610,"startTime":"0","endTime":"0","summary":"10月1日，应用材料夜盘上涨3.05%，报526.88美元/股，成交额702.81万美元，延续近日反弹态势。至此，全球四大存储厂商——三星、SK海力士、美光及铠侠均已与应用材料展开下一代存储技术合作。此外，摩根士丹利近期将公司2027年营收预测上调至507亿美元，每股收益上调至20.92美元，并预计毛利率将从48.8%逐步攀升至52%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料夜盘上涨，携手铠侠共研存储技术","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671210555","title":"应用材料(AMAT)股票9月29日开盘上涨4.09%：投资者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2671210555","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671210555?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 21:47","pubTimestamp":1790689678,"startTime":"0","endTime":"0","summary":"• AI基础设施支出带动了对半导体设备的强劲需求。\n• 业绩预期的上修与利润率扩张进一步巩固了市场信心。\n• 该公司公布的全年营收达283.7亿美元。","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20251024/amata-c84545235327452082e6220c3d0dfa55.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20251024/amata-c84545235327452082e6220c3d0dfa55.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262192166-market-movers-amat-20260929","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EPAI","SMH","TINY","SOXQ","BK4147","RDVY","LU1823568750.SGD","LU1868836757.USD","LU2089283258.USD","APMI","AMA","LU1674673428.USD","LU1868837300.USD","LU0444973449.USD","SG9999002224.SGD","RDVI","LU0061475181.USD","LU0957808578.USD","SHOC","LU0444971666.USD","LU0868494708.USD","LU1003077747.HKD","LU1035775433.USD","LU0097036916.USD","LU0289960550.SGD","LU0127658192.USD","LU0061474705.USD","IE00BD6J9T35.USD","AMAU","LU0061474960.USD","BK4588","LU1642822529.SGD","QQQG","LU0942090050.USD","LU0683600562.USD","WUGI","LU0210536198.USD","LU0957791311.USD","LU2106854487.HKD","LU2413666426.HKD","LU1989773731.SGD","LU2458330169.SGD","XNTK","TDV","AMAT","PSI","LU1868836914.USD","CHPS","LU2271345857.HKD","LU0553294199.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176643954","title":"异动解读｜应用材料盘中上涨3.19%，摩根士丹利上调营收及盈利预期提振反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1176643954","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176643954?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 21:32","pubTimestamp":1790688749,"startTime":"0","endTime":"0","summary":"9月29日，应用材料盘中上涨3.19%，报506.95美元/股，成交额2.37亿美元，较前一交易日约3%的跌幅明显反弹。消息面上，摩根士丹利最新研报虽将应用材料目标价从642美元下调至563美元，但基于对NAND闪存及毛利率预期的提升，将公司2027年营收预测上调至507亿美元，每股收益预测上调至20.92美元，并预计毛利率将从48.8%逐步攀升至52%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料盘中上涨，大摩上调营收预期","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1166528322","title":"异动解读｜应用材料盘前上涨4.01%，摩根士丹利上调营收及盈利预期提振反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1166528322","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166528322?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 21:29","pubTimestamp":1790688554,"startTime":"0","endTime":"0","summary":"9月29日，应用材料盘前上涨4.01%，报506.3美元/股，成交额3720.75万美元，较前一日盘前约3%的跌幅明显反弹。消息面上，摩根士丹利最新研报虽将应用材料目标价从642美元下调至563美元，但基于对NAND闪存及毛利率预期的提升，将公司2027年营收预测上调至507亿美元，每股收益预测上调至20.92美元，并预计毛利率将从2025年的48.8%逐步攀升至2027年的52%。此前公司CEO亦公开表示2027年将是公司的\"辉煌之年\"，基本面乐观预期对股价形成支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"应用材料盘前上涨，大摩上调盈利预期","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670723071","title":"【券商聚焦】摩根士丹利下调应用材料（AMAT）目标价至563美元 维持“持股观望”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2670723071","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670723071?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 21:10","pubTimestamp":1790601041,"startTime":"0","endTime":"0","summary":"金吾财讯 | 摩根士丹利发布最新研报，将应用材料（AMAT）的目标股价从642美元下调79美元至563美元，并维持“持股观望”评级。研报指出，由于该股票估值已反应较多乐观预期，大摩将其估值倍数从26倍下调至22倍（仍高出2020年以来平均周期性倍数20倍约10%）。分析师表示，更倾向于寻找预期在市盈率中反映较少的投资标的。不过，尽管下调了目标价，大摩基于对NAND闪存及毛利率预期的提升，将应用材料2027年的营收预测上调至507亿美元，每股收益预测上调至20.92美元。同时预计其毛利率将从2025年的48.8%逐步攀升至2027年的52%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306561","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT","KCE","UDN","UUP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1137686149","title":"异动解读｜应用材料盘前下跌3.07%，报470.13美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1137686149","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137686149?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 16:27","pubTimestamp":1790584026,"startTime":"0","endTime":"0","summary":"9月28日，应用材料盘前下跌3.07%，报470.13美元/股，成交额554.96万美元。应用材料所在的半导体设备行业整体走弱，个股中，拉姆研究跌2.95%，阿斯麦跌1.5%，科磊跌2.37%，泰瑞达跌3.06%，AXT Inc跌3.88%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136782983","title":"异动解读｜应用材料夜盘下跌3.02%，报470.34美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1136782983","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136782983?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 15:15","pubTimestamp":1790579709,"startTime":"0","endTime":"0","summary":"9月28日，应用材料夜盘下跌3.02%，报470.34美元/股，成交额1240.8万美元。应用材料所在的半导体设备行业整体走弱，个股中，拉姆研究跌2.76%，阿斯麦跌2.14%，科磊跌2.74%，泰瑞达跌3.11%，AXT Inc跌4.04%。应用材料公司成立于1967年，是一家在特拉华州成立的全球性公司，在材料工程方面拥有广泛的能力，为半导体、显示器和相关行业提供制造设备、服务和软件。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670401464","title":"新加坡推出国家级半导体产业计划 多家芯片企业扩大本地研发合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2670401464","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670401464?lang=zh_cn&edition=fundamental","pubTime":"2026-09-25 20:56","pubTimestamp":1790340981,"startTime":"0","endTime":"0","summary":"相关合作在 A*STAR主办的 2026 创新论坛上对外发布。应用材料将与 A*STAR 扩建联合实验室，主攻先进封装技术；科磊将携手 A*STAR 开展半导体工艺控制相关研究；格芯则深化 300 毫米晶圆硅光技术研发。新加坡约占全球半导体产量的 10%、全球半导体设备产能的 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11:12","pubTimestamp":1790133129,"startTime":"0","endTime":"0","summary":"Michael Burry高调加码做空美光、Palantir及半导体ETF，并直言\"规模相当大\"。其核心逻辑：三星、海力士、美光为满足AI对HBM的需求而压缩普通DRAM产能造成了了短缺；如今产能正在增加，供给过剩的达摩克利斯之剑已悬于市场头顶。宏碁CEO的库存预警，让他愈发确信内存周期已然见顶。","market":"us","thumbnail":"https://static.tigerbbs.com/d782f3a7e089042d5a3cab51b88bdbfc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d782f3a7e089042d5a3cab51b88bdbfc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3782343","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TTEQ","DRMY","MUZ","NVDW","LEGR","TDV","ILDR","CHPS","ESLG","MIC","NVDA","AIS","GUNZ","EGGY","APMI","NVD3.UK","MUG","PLTD","RULE","IGV","PTIR","CLSE","MU","PLT","IXN","RDVY","NVDD","3NVD.UK","EYES","NVDB","SPLTRmain","EPAI","2NVD.UK","NVDS","PLTG","TYLG","IETC","FTXL","QQQG","DIPS","NVD","09788","09388","METV","SMU00main","PLYY","AGOX","MUU","SPTE","NVDX","SMHX","NVDQ","ANV","PLTL","CHAT","DISK","FDTX","CNEQ","ROM","RDVI","USXF","MULL","ABFL","07788","NVIW.SI","AIFD","ARTY","SOXQ","SNPE","NULC","BAI","FXL","AMA","VGT","NVDG","SHOC","PLTY","WUGI","PLTI","NVDU","PLTW","TINY","NVII","AIQ","SOXX","EFIV","TTXU","ESUM","NVDL","GAMR","SOXL","JGRO","BOBP","SOXS","PLTR","HBMX","CGGO","SNVDAmain","PLTA","FTEC","SOXY","USD","CMAG","NVC","THMR","NVDO","SNVD.UK","AIPI","NVYY","NVDS.UK","PLOO","PSI","TRFK","TEK","PLTU","FAI","EMSF","07388","MUD","XLK","SHLD","WLDR","NVD2.UK","PTF","LFGY","PLTZ","CHPX","NVDY","WISE","MUYY","VT","AMAT","SMH","AMAU","XNTK"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2669153261","title":"印度桑塞拉工程股价创下历史新高；高盛受全球芯片行业提振上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2669153261","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669153261?lang=zh_cn&edition=fundamental","pubTime":"2026-09-22 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23:17","pubTimestamp":1790003830,"startTime":"0","endTime":"0","summary":"• 受利好战略公告及印度扩张计划推动，应用材料股价上涨。\n• 对人工智能与先进封装的强劲需求推动服务收入创下历史新高。\n• 分析师维持买入评级，平均目标价为 636.48 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