港股詳情

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應用材料-T

1,620.000

0.000

成交量：- -

成交額：- -

市值：1.28萬億

市盈率：23.88

高：1,620.000

開：1,620.000

低：1,620.000

收：1,620.000

52周最高：1,620.000

52周最低：1,606.158

股本：7.93億

香港流通股本：7.93億

量比：- -

換手率：- -

股息：13.87

股息率：0.86%

每股收益(LYR):67.833

淨資產收益率：35.51%

總資產收益率：15.05%

市淨率：8.07

市盈率(LYR):23.88

市銷率: 5.81

資料載入中...

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12:48","pubTimestamp":1765946880,"startTime":"0","endTime":"0","summary":"IC设计英伟达公布截至2025年10月26日的第三财季业绩。第四财季来自半导体业务的营收为110.72亿美元，上年同期为82.3亿美元，同比增长35%。亚德诺半导体发布截至2025年11月1日的第四财季和财年业绩。季度净利润19.01亿美元，上年同期净亏损6.76亿美元。安谋公布截至2025年9月30日的第二财季业绩。寒武纪发布2025年第三季度报告。半导体晶圆代工大厂中芯国际发布2025年三季报。联华电子公布2025年第三季财务报告。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217135913a455785c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:00","pubTimestamp":1763629200,"startTime":"0","endTime":"0","summary":"营收占比腰斩、订单受阻应用材料的中国业务困境，始终与美国对华半导体出口管制政策的升级紧密相连。企业生存逻辑作为全球最大的半导体市场，中国在应用材料等国际设备企业的营收结构中占据重要地位，而美国的出口管制则迫使这些企业在合规要求与市场利益之间寻找平衡。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025112017162295104d28&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025112017162295104d28&s=b","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":"tencent","symbols":["04336","BK1169"],"gpt_icon":0},{"id":"2583686419","title":"突發！美設備巨頭對華斷供！存儲和成熟芯片設備遭禁運","url":"https://stock-news.laohu8.com/highlight/detail?id=2583686419","media":"PanSemicon","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583686419?lang=zh_tw&edition=fundamental","pubTime":"2025-11-14 17:06","pubTimestamp":1763111193,"startTime":"0","endTime":"0","summary":"11月14日最新消息，应用材料公司表示，由于美国出口管制收紧限制了其市场准入，预计2026年其在中国的芯片制造设备支出将下降，但下半年整体营收将有所增长。该规则在中美领导人会谈后被暂停。应用材料CEO Gary Dickerson表示，由于美国加强管制，应用材料公司无法再向中国的存储芯片和成熟芯片制造市场供货设备，但他预计不会对中国出货量设置新的重大限制。Gary Dickerson表示，外国竞争对手仍在向应用材料无法服务的中国企业销售产品。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114205505a6f99768&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114205505a6f99768&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1169","04336"],"gpt_icon":0},{"id":"2582472713","title":"Stifel上調應用材料目標價至250美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2582472713","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582472713?lang=zh_tw&edition=fundamental","pubTime":"2025-11-12 11:05","pubTimestamp":1762916740,"startTime":"0","endTime":"0","summary":"格隆汇11月12日｜Stifel将应用材料的目标价从215美元上调至250美元，维持“买入”评级。(格隆汇)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511121133049763d3e1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511121133049763d3e1&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["04336","BK1169"],"gpt_icon":0},{"id":"2580275528","title":"《2025在華美企報告：蘋果特斯拉等深耕，英偉達營收排名顯著提升》","url":"https://stock-news.laohu8.com/highlight/detail?id=2580275528","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580275528?lang=zh_tw&edition=fundamental","pubTime":"2025-11-04 16:33","pubTimestamp":1762245234,"startTime":"0","endTime":"0","summary":"胡润研究院最新发布的《在中国的美国企业特别报告2025》显示，70家在华美企2024年在中国市场实现总营收3127亿美元，同比增长9.8%。苹果、特斯拉、英伟达等科技巨头持续加大在华投资，中国已成为其全球业务增长的核心引擎。全球营收排名中，头部企业格局保持稳定但位次调整显著。中国市场营收方面，苹果、高通、特斯拉、沃尔玛稳居前四，英伟达与应用材料分别上升2位，拉姆研究首次进入前十，英特尔、博通则各下降1位。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110417280797531d93&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110417280797531d93&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1169","04336"],"gpt_icon":0},{"id":"2580272131","title":"當前AI泡沫究竟多大？瑞銀：三大見頂信號尚未出現","url":"https://stock-news.laohu8.com/highlight/detail?id=2580272131","media":"资本市场那些事儿","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580272131?lang=zh_tw&edition=fundamental","pubTime":"2025-11-04 10:11","pubTimestamp":1762222308,"startTime":"0","endTime":"0","summary":"瑞银研报指出我们正处于一场潜在泡沫的早期阶段，但预示泡沫见顶的三大关键信号，极端估值、长期过热催化剂和短期见顶信号目前均未出现。瑞银认为，尽管当前美股已具备泡沫周期的七大前提条件，但本轮AI泡沫的\"合理性\"远超2000年时期，且关键见顶事件尚未出现。研报强调过度投资信号暂时未出现。而当前，尽管利润增长集中在少数头部公司，但整体国民账户利润并未出现类似的压力。目前市场尚未出现同等级别的并购狂热。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104113023a486a3b4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:00","pubTimestamp":1761433223,"startTime":"0","endTime":"0","summary":"美国两大芯片巨头正在不断裁员。逐渐复兴的英特尔，人员越来越少，快50%的员工离开了这家芯片公司。陈立武就任英特尔CEO的第二天，就宣布大规模裁员，调整公司规模。英特尔在大约三个月内裁员了20500人。截至7月底，应用材料共有36100名员工，这意味着此次裁员可能影响超过1400名员工。预计裁员将花费1.6亿至1.8亿美元，主要来自遣散费和一次性解雇福利。计划在第四季度计入大部分费用，裁员计划将在2026财年第一季度完成。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251026070146a6ce0a65&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251026070146a6ce0a65&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["04336","04335","BK1169"],"gpt_icon":0},{"id":"2577054597","title":"中國市場下滑，美國最大芯片設備廠商，裁員1400人","url":"https://stock-news.laohu8.com/highlight/detail?id=2577054597","media":"Ofweek维科网","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577054597?lang=zh_tw&edition=fundamental","pubTime":"2025-10-24 16:55","pubTimestamp":1761296154,"startTime":"0","endTime":"0","summary":"近日，媒体报道称，美国最大的半导体设备企业应用材料，正式启动全球裁员了，计划一次性裁掉4%，按照全球3.6万员工来看，预计被裁的员工总数高达1400人左右。其实说白了，那就是美国的禁令，让应用材料在中国市场的业绩下滑严重，所以不得不裁员。而在此之前，应用材料也称，禁令会让其在中国的营收大幅度下滑，对其业绩影响较大。应用材料作为美国第一大半导体设备厂商，一直以来就对中国市场大量出口。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102416560494db49a6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102416560494db49a6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["04336","BK1169"],"gpt_icon":0},{"id":"2577548221","title":"應用材料宣佈全球裁員，遣散費預計將高達1.8億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2577548221","media":"液晶网","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577548221?lang=zh_tw&edition=fundamental","pubTime":"2025-10-24 15:52","pubTimestamp":1761292358,"startTime":"0","endTime":"0","summary":"财报显示，在截至7月27日的第三财季，应用材料当季营收同比增长8%至73亿美元，高于分析师平均预期的72.1亿美元;调整后净利润为19.89亿美元，同比增长13%;调整后每股收益为2.48美元，同样高于分析师平均预期的2.36美元。然而，该公司预测第四财季营收约为67亿美元，不及分析师平均预期的73.2亿美元;预计调整后每股收益约为2.11美元，不及分析师平均预期的2.38美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102415523997400002&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102415523997400002&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["04336","BK1169"],"gpt_icon":0},{"id":"2577659708","title":"面對出口管制，半導體設備巨頭宣佈裁員1400人！","url":"https://stock-news.laohu8.com/highlight/detail?id=2577659708","media":"半导体封测","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577659708?lang=zh_tw&edition=fundamental","pubTime":"2025-10-24 12:52","pubTimestamp":1761281563,"startTime":"0","endTime":"0","summary":"当地时间 10 月 23 日，彭博社报道称，美国半导体设备行业领军企业应用材料正式宣布开启全球裁员计划，此次裁员规模约占公司员工总数的 4%。事实上，应用材料近期面临的困境与美国政府出台的出口管制政策紧密相关。分析人士认为，美国出口政策的持续收紧，给应用材料、泛林集团、科磊等美国主要半导体设备供应商都带来了巨大压力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024133245a471f033&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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亿美元。未来三年，SEMI行业研究和统计总监Clark Tseng（如图）在亚利桑那州凤凰城的Semicon West发表讲话时说，未来三年的总支出将达到3740亿美元。半导体行业的周期性意味着增长率将逐渐减弱，但尽管如此，SEMI预计到 2030 年该行业的收入将超过 1 万亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101011071194c146ce&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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