美股详情

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应用材料

458.23

-39.3000-7.90%

成交量：611.68万

成交额：28.54亿

市值：3,633.50亿

市盈率：39.53

高：485.40

开：485.40

低：452.81

收：497.53

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：2.00

换手率：0.77%

股息：1.98

股息率：0.43%

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：14.18

市盈率(LYR):52.91

数据加载中...

总览公司新闻资讯公告

应用材料(AMAT)股票8月12日开盘上涨4.13%：释放什么信号？

TradingKey中文

异动解读｜应用材料盘中上涨3.72%，财报倒计时叠加机构密集上调目标价

异动解读｜应用材料盘前上涨3.2%，财报倒计时叠加机构密集上调目标价

异动解读｜应用材料盘前上涨3.42%，财报倒计时叠加机构密集上调目标价

美国研究综述-Accendra Health、Celestica、Sionna Therapeutics

异动解读｜应用材料盘中下跌3.09%，报522.48美元

实时行情-华尔街股指涨跌不一，市场关注焦点集中在中东

美国股市-标普500指数和纳斯达克期货小幅上涨，市场密切关注霍尔木兹海峡局势

美国股市-标普500指数和纳斯达克期货小幅上涨，市场密切关注霍尔木兹海峡局势

异动解读｜应用材料盘前上涨3.03%，财报倒计时叠加机构看多催化持续发酵

关注个股：伯克希尔哈撒韦、超微电脑、日出能源

马斯克称“AI流量已超人类”毫无悬念，但伯里正做空英伟达、特斯拉等多只AI概念股

TradingKey中文

财报前瞻 | 应用材料(AMAT.US)Q3财报倒计时：华尔街预期盈利增长35%，43倍市盈率待检验

全球市场-亚洲股市走强；受海湾局势僵持影响，油价小幅上涨

景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司

日记-未来一周美国企业财报日程

异动解读｜应用材料盘中上涨3.09%，半导体设备板块回暖叠加花旗看多催化持续发酵

异动解读｜应用材料盘前上涨3.05%，半导体设备板块回暖叠加花旗看多催化持续发酵

《一周展望》通胀数据将成为创新高的美股及美联储利率看法的考验

异动解读｜应用材料盘中下跌3.17%，闪迪业绩指引不及预期拖累半导体设备板块承压

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21:37","pubTimestamp":1786541851,"startTime":"0","endTime":"0","summary":"8月12日，应用材料盘中上涨3.72%，报553.005美元/股，成交额3.28亿美元。消息面上，应用材料将于8月13日盘后公布第三财季业绩，华尔街预期调整后每股收益3.36美元，同比增长约35%。RBC预计公司将实现超预期业绩并上调系统业务展望。此外，景林资产二季度新建仓应用材料，布局AI算力产业链。","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3.72%，财报倒计时叠加机构密集上调目标价","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1108451121","title":"异动解读｜应用材料盘前上涨3.2%，财报倒计时叠加机构密集上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1108451121","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1108451121?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 20:02","pubTimestamp":1786536158,"startTime":"0","endTime":"0","summary":"8月12日，应用材料盘前上涨3.2%，报541.5美元/股，成交额1020.15万美元。消息面上，应用材料将于8月13日盘后公布第三财季业绩，华尔街预期调整后每股收益3.36美元，同比增长约35%。此外，景林资产二季度新建仓应用材料，布局AI算力产业链。","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3.2%，财报倒计时叠加机构密集上调目标价","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127978027","title":"异动解读｜应用材料盘前上涨3.42%，财报倒计时叠加机构密集上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1127978027","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127978027?lang=zh_cn&edition=fundamental","pubTime":"2026-08-11 21:28","pubTimestamp":1786454917,"startTime":"0","endTime":"0","summary":"8月11日，应用材料盘前上涨3.42%，报538.26美元/股，成交额3531.43万美元。应用材料将于8月13日发布财报，当前股价与机构平均目标价646美元仍存约20%折价空间，半导体设备板块整体偏强，阿斯麦涨3.41%、拉姆研究涨3.12%、科磊涨2.9%。","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":"2658998788","title":"美国研究综述-Accendra Health、Celestica、Sionna Therapeutics","url":"https://stock-news.laohu8.com/highlight/detail?id=2658998788","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658998788?lang=zh_cn&edition=fundamental","pubTime":"2026-08-11 16:11","pubTimestamp":1786435905,"startTime":"0","endTime":"0","summary":"美国研究综述-Accendra Health、Celestica、Sionna Therapeutics路透8月11日-周二，华尔街证券分析师下调了多家在美国上市公司的评级和目标股价，其中包括Accendra Health、Celestica和Sionna Therapeutics。股票条目按字母顺序排列。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260811:nL4S4480H4:1","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":["SION","EPAI","AMAT","SCHH","IETC","SHOC","AFG","ACH","ETSY","CLS","HIMS","PRI","SKWD","ROOT","MET","LIF","HEAL","DKNG","LYFT","SPG","PBE","AIOT","KLAC","INTU","RCKT","PRU","RPD","BBIO","EBAY","VRTX","RGA","SYRE","LRCX","DASH","NABL","VNQ","TENX","PUBM","CEVA","MO","THNR","CLBK","MKTX","TEK","ORKA","DKUP","EQH","AFL","EXPE","WBTN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1157182936","title":"异动解读｜应用材料盘中下跌3.09%，报522.48美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157182936","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157182936?lang=zh_cn&edition=fundamental","pubTime":"2026-08-11 03:57","pubTimestamp":1786391846,"startTime":"0","endTime":"0","summary":"8月11日，应用材料盘中下跌3.09%，报522.48美元/股，成交额18.4亿美元。应用材料所在的半导体设备行业中，板块整体承压，个股中，阿斯麦跌0.24%，拉姆研究跌1.41%，AXT Inc跌16.67%，科磊跌2.5%，泰瑞达跌3.16%。（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":"2658434932","title":"实时行情-华尔街股指涨跌不一，市场关注焦点集中在中东","url":"https://stock-news.laohu8.com/highlight/detail?id=2658434932","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658434932?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 22:30","pubTimestamp":1786372211,"startTime":"0","endTime":"0","summary":"实时行情-华尔街股指涨跌不一，市场关注焦点集中在中东华尔街股市涨跌不一：标普500指数、纳斯达克指数小幅上涨，道琼斯指数小幅下跌在标普500指数各板块中，能源板块领涨，房地产板块表现最弱欧洲STOXX 600指数下跌约0.1%美元走强；黄金小幅上涨；美国原油期货上涨逾2%；比特币下跌美国10年期国债收益率升至约4.69%8月10日-欢迎来到路透记者为您带来的实时市场报道专区。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260810:nL4S44715E:1","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":["IE00BKVL7J92.USD","EPAI","BK4560","SPYU","LU0823417653.USD","IE00BFMHRM44.USD","LU0354030511.USD","LU1244550494.USD","LU1035775433.USD","SPYQ","LU0274383776.USD","CSCS","LU2506952097.USD","LU1116320737.USD","LU1046421795.USD","XNTK","LU0889566641.SGD","LU0823417737.USD","LU1066051811.HKD","LU1974910355.USD","UPRO","SHOC","BK4518","CIBR","GPIQ","IE00BD6J9T35.USD","LU0719512351.SGD","SQQQ","SPXL","RDVY","LU1778281490.HKD","LU0154236417.USD","IE00B42XCP33.USD","LU2028103732.USD","IE00BQXX3F31.USD","LU0096364046.USD","LU1506573853.SGD","NQmain","DOG","LU1642822529.SGD","SSO","CHPS","IE000F7OJYX1.SGD",".DJI","LU2236285917.USD","JACK","LU0321505868.SGD","LU0158827948.USD","LU0238689110.USD","LU0096362180.USD","BK4516","BK4567","DMAX","LU1823568750.SGD","HXC","LU0942090050.USD","SG9999015986.USD","LU0158827781.USD","BK4527","LU0553294199.USD","SPDN","LU2931357623.SGD","LU1894683264.USD","IYZ","LU2237443382.USD","QQQM","QQQ","TQQY","IE00BFXG1179.USD","LU1585245621.USD","IE000M9KFDE8.USD","SPXS","LU0070302665.USD","LU1221951129.SGD","LU2089283258.USD","LU0203345920.USD","LU2506951958.HKD","LU1066053197.SGD","LU0048573561.USD","LU0079474960.USD","IE00BGHQF631.EUR","ONEQ","HK0000819398.USD","LU2462157665.USD",".IXIC","LU1221951046.USD","SOXQ","BK4141","BK4581","SMAX","RRGB","LU0011850046.USD","BK4529","LU0097036916.USD","LU2023250504.SGD","LU1852331112.SGD","TECS","DIA","LEGR","LINT","MMAX","LU1153585028.USD","LU0949170772.SGD","LU1880398554.USD","LU0444973449.USD","LU1059921491.USD","LU2543165471.USD","LU1571399168.USD","BK4147","LU0889565833.HKD","BK4605","LU1868836914.USD","JEPQ","QQQE","SPYI","LU2360106780.USD","IE0009356076.USD","LU2458330169.SGD","AIS","LU2381873111.SGD","IE00BQXX3D17.EUR","LU2102340556.USD","LU2458330243.SGD","LU1032955483.USD","OEX","LU1880398471.USD","LU2106854487.HKD","BK4579","BK4525","AIQ","LU0444971666.USD","FTXL","BK4543","LU2764262908.HKD","LU1868836757.USD","IE0000B7K699.USD","LU0081259029.USD","SG9999002232.USD","LU0320765646.SGD","IVV","SH","LU0251142724.SGD","SG9999002224.SGD","LU0061475181.USD","LU2237443465.HKD","LU1894683348.USD","BK4504","LU2108987350.USD","LU1599440770.SGD","SG9999015945.SGD","TTEQ","IE00B3PB1722.GBP","BK4512","LU0127658192.USD","LU0683600562.USD","SG9999015952.SGD","NVIW.SI","DRIV","LU1721428933.USD","LU1066051498.USD","LU0545039389.USD","LU0061474705.USD","04336","LU2506952170.USD","IYW","LU2413666699.HKD","IE00BVYPNV92.GBP","LU0792757196.USD","LU1989773731.SGD","BK4585","LU0738911758.USD","LU1196500208.SGD","SG9999001440.SGD","MNQmain","SPY","LU1235294995.USD","LU2286300806.USD","CSCO","QQQJ","OEF","TDV","LU0347712357.USD","LU2111349929.HKD","SOXX","BK4612","LU1162221912.USD","ESmain","IE00BQXX3C00.GBP","LU2089985449.USD","LU0056508442.USD","IE000BZT7R73.USD","LU1803068979.SGD","BK4533","QDTE",".SPX","LU1430594728.SGD","IE00B5949003.HKD","BK4554","IE000MB6IJN5.SGD","BK4519","LU2357627491.SGD","LU0234570918.USD","AMAT","LU0265550359.USD","INTW","QQQG","IE000SO60NU8.SGD","CSCL","QQQY","LU1989763005.USD","LU2244417387.USD","LU1883839398.USD","LU0320765489.SGD","LU0321505439.SGD","HK0000304797.USD","IE00BDGV0183.EUR","LU0098860793.USD","LU0868494708.USD","LU2237443622.USD","PSI","UDOW","INTC","NDX","QYLG","LU0109392836.USD","TINY","LU0276348264.USD","LU0082616367.USD","BK4575","LU0354030438.USD","LU0203347892.USD","LU1267930813.SGD","SG9999015978.USD","IE00BVYPNW00.USD","LU2247934214.USD","QQQA","LU0198837287.USD","LU0210536198.USD","LU2089284900.SGD","DXD","LU0859254822.USD","LU1244550221.USD","WUGI","LU2271345857.HKD","LU2023251221.USD","LU1066051225.USD","BK4020","LU0187121727.USD","IE00B3T34201.USD","LU0950375773.USD","LU1868836591.USD","LU2211814178.USD","MESmain","LU1674673691.USD","LU1917777945.USD","SPYM","LU1815336760.USD","LU2023250843.SGD","RDVI","SMH","LU2506951875.HKD","SPXU","LU2896262040.SGD","QID","LU2764263203.CNY","SG9999001424.SGD","SPYB","FTEC","LU0476273544.USD","LU2413666426.HKD","LU2764263039.SGD","LU0289960550.SGD","SDS","LU2456880835.USD","LU1868837136.USD","LU2720916845.USD","LU0265550946.USD","IE00BZ1G4Q59.USD","LU0787776722.HKD","LU2237443978.SGD","LU1815333072.USD","SPYH","HIBL","LU0061474960.USD","LU1116320901.HKD","LU0251131958.USD","LU1069344957.HKD","LU1929549753.HKD","BK4550","LU0957791311.USD","BK4534","BK4588","LU0149725797.USD","LU0731783394.SGD","YSPY","LU2148611432.USD","LU0957808578.USD","LU0175139822.USD","LU0661504455.SGD","IE00B1BXHZ80.USD","BK4559","LU225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19:28","pubTimestamp":1786361319,"startTime":"0","endTime":"0","summary":"8月10日，应用材料盘前上涨3.03%，报552.46美元/股，成交额1078.1万美元。消息面上，应用材料将于8月13日公布第三财季业绩，华尔街预期盈利同比增长35%，预期每股收益3.36美元。花旗此前将其列入正面催化剂观察名单，预计营收和每股收益将分别较一致预期高出3%和2%；汇丰、瑞银密集上调目标价至683至705美元区间，当前股价与机构目标价仍存较大折价空间。此外，景林资产二季度新建仓应用材料，布局AI算力产业链。同板块阿斯麦涨2.47%、科磊涨2.3%，半导体设备板块整体表现偏强。（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":"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3.03%，财报倒计时叠加机构看多催化持续发酵","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176208860","title":"关注个股：伯克希尔哈撒韦、超微电脑、日出能源","url":"https://stock-news.laohu8.com/highlight/detail?id=1176208860","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176208860?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 17:02","pubTimestamp":1786352575,"startTime":"0","endTime":"0","summary":"伯克希尔哈撒韦（代码：BRK.B）：公司宣布，其季度利润实现翻倍以上增长，主要得益于投资增益以及工业和零售业务的强劲表现。受此消息提振，该股在盘前交易中微幅上涨。\n超微电脑（SMC）、迈威尔科技（MRVL）、应用材料（AMAT）以及英特尔（INTC）：尽管半导体板块持续波动，这几只芯片股在盘前交易中仍录得小幅上涨。\n日出能源：这家澳大利亚稀土矿业公司股价在澳洲市场飙升16%。此前，特朗普政府向其授予了一笔4亿美元的贷款。\nRocket Lab（代码：RKLB）：这家火箭发射开发商即将在收盘后公布财报。其股价在盘前交易中上涨了3%。","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":["BK4612","LINT","AIQ","IE00BMPRXN33.USD","LU0742534661.SGD","BK4554","LU0738911758.USD","BK4527","LU0234570918.USD","IXG","RKLB","LU0787776722.HKD","LU2271345857.HKD","MRVX","LU1280957306.USD","LU1778281490.HKD","LU1201861249.SGD","LU0082616367.USD","LU2089284900.SGD","IE00BBT3K403.USD","LU1852331112.SGD","FSPC","IE000WAW04H5.SGD","LU0198837287.USD","FTXL","IE0009356076.USD","IE00BKDWB100.SGD","HK0000304797.USD","BK4550","DRIV","LU0276348264.USD","LU1914381329.SGD","IE000M9KFDE8.USD","AIFD","LU0719512351.SGD","LU0683600562.USD","LU2023251221.USD","UYG","LU2487616109.SGD","LU1720051108.HKD","BK4534","BK4147","LU2458330243.SGD","SG9999002232.USD","LU2168564065.EUR","BRK.B","LU0354030438.USD","LU1267930813.SGD","LU1868836757.USD","LU0957808578.USD","SMYY","BK4533","BK4512","IE00BK4W5L77.USD","LU0792757196.USD","LU0971096721.USD","LU1992135399.USD","LU1074936037.SGD","LU1989763005.USD","LU1974910355.USD","IE00BQXX3F31.USD","BK4187","LU0061474960.USD","LU0109392836.USD","RDVI","IE0004086264.USD","IYF","LU1868837136.USD","LU0053666078.USD","LU2111349929.HKD","IE00B1XK9C88.USD","LU1548497426.USD","IE00BMPRXQ63.HKD","BK4516","SG9999001424.SGD","SMCY","LU2357627491.SGD","WUGI","IE0034235303.USD","IE000F7OJYX1.SGD","LU1868836591.USD","BK4602","LU2168564149.EUR","LU2098885051.SGD","LU0256863811.USD","LU0154236417.USD","IE00BLSP4452.SGD","LU0210528500.USD","LU0553294199.USD","LU0079474960.USD","LU2272731782.SGD","LU2106854487.HKD","LU2168564222.USD","LU0274383776.USD","QQQA","LU0942090050.USD","DIPR","LU1989764748.USD","LU0889565833.HKD","INTW","HK0000914660.USD","FDTX","SG9999000418.SGD","LU0642271901.SGD","LU2168564495.EUR","LU0957791311.USD","BK7095","BK4605","QQQG","LU0786609619.USD","04336","SMHX","IE00BQXX3C00.GBP","LU0251142724.SGD","BRKC","AIS","LU1861220033.SGD","XLF","LU0661504455.SGD","IE000BZT7R73.USD","BK4515","LU1674673691.USD","LU0170899867.USD","IE000MB6IJN5.SGD","TINY","IE00BQXX3D17.EUR","BK4519","LU0158827781.USD","IE00BMPRXR70.SGD","LU0980610538.SGD","TRUF","LU0444971666.USD","LU1303367103.USD","LU2764263203.CNY","AMAT","LU2272731600.USD","BK4141","BK4543","RKLZ","SMCL","SRL.AU","SG9999002224.SGD","LU0289960550.SGD","IYG","LU2322448957.HKD","LU0347712357.USD","LU1721428933.USD","LU0187121727.USD","LU2764262908.HKD","EPAI","LU0127658192.USD","LU2148611432.USD","SOXY","IE00B775SV38.USD","LU2023250504.SGD","INTC","LU2360107168.USD","LU1720051017.SGD","IE00BN8TJ469.HKD","MRVL","LU0476273544.USD","LU1003077747.HKD","LU2896262040.SGD","LU2028103732.USD","SOXQ","LU2250418816.HKD","LU2272731865.HKD","LU2168563687.JPY","IE00BD6J9T35.USD","LU2322448791.USD","LU1366333091.USD","LU1861215975.USD","BK4529","LU0823421333.USD","VFH","SHOC","MRVU","LU0081259029.USD","LU0053671581.USD","LU0889566641.SGD","LU0321505439.SGD","LU0157215616.USD","TTEQ","IE00BLSP4239.USD","FNCL","LU2931357623.SGD","IE00BSNM7G36.USD","LU1571399168.USD","BK4170","LU2089985449.USD","LU2413666699.HKD","LU1261432733.SGD","CHPS","LU0251131958.USD","LU1815336760.USD","BK4564","LU2089283258.USD","LU1989764664.SGD","LU0949170772.SGD","LU1046421795.USD","LU0011850046.USD","LU0048573561.USD","LU0061474705.USD","BK4581","SMCX","LU0130102774.USD","LU2290526834.HKD","LU1815333072.USD","SMH","LU0354030511.USD","LU2720916845.USD","BRKW","LU2764263039.SGD","LU1035775433.USD","LU1992135472.HKD","LU0210536198.USD","LU1169589451.USD","DFNL","LU0321505868.SGD","LU1642822529.SGD","BK4585","SMCZ","LU2247934214.USD","GB00BDT5M118.USD","BK4588","LU1868836914.USD","LU2458330169.SGD","LU1989773731.SGD","ARTY","LU1316542783.SGD","LU2543165471.USD","GTEK","LU0061475181.USD","BK4535","LU1153585028.USD","LU0868494617.USD","LU2360106780.USD","BK4518","IE00BFXG1179.USD","LU0149725797.USD","BK4604","IE00BK4W5M84.HKD","LU1917777945.USD","BK4176","HK0000914686.HKD","IE00BWXC8680.SGD","LU0175139822.USD","PSI","LU1823568750.SGD","IE0000B7K699.USD","LU0234572021.USD","LU0545039389.USD","LU0823434583.USD","LU0823434740.USD","LU0823421416.USD","LU2473716301.USD","BK4615","LU0444973449.USD","LU2023250843.SGD","BK4567","04335","SOXX","HK0000304805.HKD","LU1674673428.USD","XNTK","LU0868494708.USD","RKLX","FXL","LU1235294995.USD","LU2211814178.USD","LU1119994496.HKD","SMCI","LU2413666426.HKD","LU2244417387.USD","LU1084165304.USD","BK4575","LU0348723411.USD","LU0056508442.USD","FAI","SMCC","LU0097036916.USD","IE00B3S45H60.SGD","LU1169590202.USD","LU0096362180.USD","IE00B5949003.HKD","LU1363072403.SGD","LU1803068979.SGD","LU0859254822.USD","IE00BJLML261.HKD","LU2357305700.SGD","DTCR","LU0158827948.USD","MVLL","IE000SO60NU8.SGD","LU0648001328.SGD","LU04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13:26","pubTimestamp":1786339590,"startTime":"0","endTime":"0","summary":"任何超出预期的上涨都可能重新点燃市场对美联储下月加息的猜测。0#USDIRPR利率风险的缓解推动美国国债周五上涨，华尔街股市收于历史高位。MSCI亚太综合股指.MIAPJ0000PUS小幅上涨0.7%。标普500指数期货ESc1上涨0.1%，纳斯达克指数期货NQc1上涨0.3%，此前该期货受一系列乐观财报提振，上周上涨了5%。76%的每股收益超预期率创下2021年以来最高水平。在大宗商品市场上，收益率的下降帮助不支付利息的黄金维持在每盎司4,333美元XAU=的水平，此前该价格上周已上涨逾7%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260810:nL4T44709F:1","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":["SPYM","LU0868494708.USD","LU0158827781.USD","LU0889566641.SGD","LU0158827948.USD","JEPQ","LU2931357623.SGD","IE00BSNM7G36.USD","LU1868837300.USD","LU2089284900.SGD","RDVY","LU2247934214.USD","SMH","EPAI","SOXQ","LU0127658192.USD","BK4534","LU2413666699.HKD","LU0553294199.USD","HIBL","GB00BDT5M118.USD","LU0661504455.SGD","LU1674673428.USD","LU0198837287.USD","BK4559","SPUU","ESmain","BK4567","LU0683600562.USD","LU0889565833.HKD","LU1868836591.USD","RDVI","SPDN","LU2023250504.SGD","LU0476273544.USD","LU2089985449.USD","SPYI","SPXS","LU0175139822.USD","QLD","LU0942090050.USD","LU2106854487.HKD","LU2028103732.USD","BK4588","LU0061474705.USD","AMAT","BK4550","SPYQ","LU0096362180.USD","TQQY","CHPS","IVV","OEF","FTEC","QID","SPXU",".IXIC","IE00BQXX3D17.EUR","BK4581","IE00B5949003.HKD","UPRO","LU0787776722.HKD","TQQQ","QYLG","LU0957791311.USD","LU1917777945.USD","LU0545039389.USD","QQQE","LU0949170772.SGD","QDTE","BK4518","LU0738911758.USD","LU1069344957.HKD","IE00BQXX3C00.GBP","BK4147","LU2413666426.HKD","SPYH","SG9999001424.SGD","LU1803068979.SGD","LU0109392836.USD","LU1974910355.USD","IE00BQXX3F31.USD","LU2211814178.USD","BK4533","SG9999002224.SGD","LU1153585028.USD","SH","SPYU","LU0276348264.USD","BK4543","LU2023251221.USD","LU0354030438.USD","NDX","YSPY","LU1815336760.USD","BK4504","LU0079474960.USD","SPY","LU0238689110.USD","BK4516","LU2271345857.HKD","LU2458330169.SGD","LU0444971666.USD","LU2111349929.HKD","LU0061475181.USD","SPYB","LU0274383776.USD","OEX","LU0096364046.USD","TDV","BK4519","WUGI","LU0444973449.USD","XNTK","LU2089283258.USD","IYW","SHOC","LU2023250843.SGD","LU0792757196.USD","LU1989763005.USD","BK4585","LU0347712357.USD","LU1989773731.SGD","PSI","LU1046421795.USD","NVIW.SI","LU0097036916.USD","LU1823568750.SGD","HXC","SMAX","QQQ","LU2896262040.SGD","LU1868837136.USD","SDS","LU0289960550.SGD","LU1003077747.HKD","QQQY","LU1267930813.SGD","MMAX","TECS","LU1035775433.USD","QQQJ","ONEQ","QQQG","SG9999002232.USD","LU1815333072.USD","IE00BFXG1179.USD","LU0061474960.USD","LU0011850046.USD","MESmain","PSQ","DMAX","LU0354030511.USD","LU0081259029.USD","LU1778281490.HKD","SPXL","MNQmain","LU1868836757.USD","QQQA","TINY","NQmain","GPIQ","SQQQ","LU1642822529.SGD","SSO","LU0210536198.USD","04336","QQQM","LU0957808578.USD","LU1868836914.USD",".SPX","LU1721428933.USD","IE00BD6J9T35.USD","IE0009356076.USD","LU1674673691.USD","LU2458330243.SGD","LU0868494617.USD","LU0348723411.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657274506","title":"景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2657274506","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657274506?lang=zh_cn&edition=fundamental","pubTime":"2026-08-08 15:48","pubTimestamp":1786175316,"startTime":"0","endTime":"0","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms 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00:00","pubTimestamp":1786118441,"startTime":"0","endTime":"0","summary":"日记-未来一周美国企业财报日程路透8月7日-下周美国 企业财报日程。** 本日志不提供每股收益预估值。EPS数据可从Workspace中获取。在 Workspace 中获取每股收益预估的步骤如下：-Workspace 指标 -> 股票指南 -> 主要指数 -> 标普500指数 -> 事件 -> 选择事件类型 -> 选择公司 -> 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22:03","pubTimestamp":1786111430,"startTime":"0","endTime":"0","summary":"8月7日，应用材料盘中上涨3.09%，报532.1美元/股，成交额4.21亿美元。消息面上，半导体设备板块在前一交易日因闪迪业绩指引不及预期集体回调后出现回暖，同板块阿斯麦涨1.53%、拉姆研究涨0.11%。此外，花旗近日将应用材料列入90日正面催化剂观察名单，预计其8月13日公布的第三财季业绩指引将高于市场共识，营收和每股收益预测分别较一致预期高出3%和2%。汇丰、瑞银已密集上调目标价至683至705美元区间，当前股价与机构目标价仍存较大折价空间。（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":"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":"应用材料盘中上涨3.09%，半导体设备板块回暖叠加花旗看多催化持续发酵","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187236037","title":"异动解读｜应用材料盘前上涨3.05%，半导体设备板块回暖叠加花旗看多催化持续发酵","url":"https://stock-news.laohu8.com/highlight/detail?id=1187236037","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187236037?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 20:32","pubTimestamp":1786105969,"startTime":"0","endTime":"0","summary":"8月7日，应用材料盘前上涨3.05%，报544.0美元/股，成交额1003.35万美元。消息面上，半导体设备板块在前一交易日因闪迪业绩指引不及预期集体回调后出现回暖，同板块科磊涨1.73%、拉姆研究涨2.46%、阿斯麦涨2.91%、泰瑞达涨2.91%。此外，花旗近日将应用材料列入90日正面催化剂观察名单，预计其8月13日公布的第三财季业绩指引将高于市场共识，营收和每股收益预测分别较一致预期高出3%和2%。汇丰、瑞银已密集上调目标价至683至705美元区间，当前股价与机构目标价仍存较大折价空间。（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":"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3.05%，半导体设备板块回暖叠加花旗看多催化持续发酵","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657614135","title":"《一周展望》通胀数据将成为创新高的美股及美联储利率看法的考验","url":"https://stock-news.laohu8.com/highlight/detail?id=2657614135","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657614135?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 18:00","pubTimestamp":1786096826,"startTime":"0","endTime":"0","summary":"《一周展望》通胀数据将成为创新高的美股及美联储利率看法的考验标普500指数本周创下历史新高7月CPI数据将于周三公布PPI和零售销售数据也将出炉，应用材料和思科也将发布财报路透纽约8月7日-由科技股领军的强劲上涨行情已将美国股市推至历史新高，下周将迎来新的通胀数据，这可能会为美国联邦储备理事会提高利率提供更多理据。多年来，通胀率一直高于美联储2%的年度目标。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260807:nL6T444079:1","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":["LU0061475181.USD","SG9999015945.SGD","RDVY","SG9999015986.USD","LU0738911758.USD","XNTK","LU1868836914.USD","LU1642822529.SGD","LU2106854487.HKD","SG9999001424.SGD","LU1116320901.HKD","IYZ","IE00BQXX3D17.EUR","LU0476273544.USD","LU0950375773.USD","LU2417539215.USD","SOXQ","SHOC","CIBR","LU0109392836.USD","BK4579","BK4567","LU0957808578.USD","SMH","WUGI","CSCO","EPAI","LU2413666426.HKD","QQQG","PSI","LU1778281490.HKD","IE00BFXG1179.USD","LU2456880835.USD","LU0127658192.USD","LU1721428933.USD","CHPS","LU0792757196.USD","LU0683600562.USD","RDVI","TDV","LU2931357623.SGD","LU0265550946.USD","LU2237443465.HKD","CSCS","AMAT","TINY","LU2089985449.USD","BK4515","CSCL","AIQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1180115721","title":"异动解读｜应用材料盘中下跌3.17%，闪迪业绩指引不及预期拖累半导体设备板块承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1180115721","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1180115721?lang=zh_cn&edition=fundamental","pubTime":"2026-08-06 21:50","pubTimestamp":1786024257,"startTime":"0","endTime":"0","summary":"8月6日，应用材料盘中下跌3.17%，报525.34美元/股，成交额2.6亿美元。消息面上，存储芯片龙头闪迪公布财报，虽收入利润保持高速增长，但下季指引略低于市场预期，引发半导体板块集体走弱，SK海力士盘中跌幅扩大至5%以上，A股科创半导体ETF开盘跌超3%，半导体设备板块整体承压。应用材料将于8月13日公布第三财季业绩，市场预期每股收益3.36美元。短期板块情绪受闪迪指引拖累，叠加财报前不确定性，股价承压回落。","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":"应用材料盘中下跌3.17%，闪迪业绩指引不及预期拖累半导体设备板块承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":8,"totalSize":400,"code":"91000000","status":"200"}]}}