应用材料（AMAT）今日盘前股价大幅上涨11.61%，引起了市场的广泛关注。
消息面上，公司此前发布了强劲的2026财年第一季度业绩报告。报告显示，尽管营收同比微降2%，但净利润达到20.26亿美元，同比大幅增长71%，超出市场预期。更为关键的是，公司对下一季度的业绩展望也碾压了市场预期。应用材料预计第二季度销售额约为76.5亿美元，上下浮动5亿美元，显著高于分析师平均预期的70.1亿美元；同时预计调整后每股收益约为2.64美元，同样高于预期。
公司首席执行官盖瑞・迪克森表示，业绩的强劲表现得益于行业在人工智能计算领域投资的加速。市场对更高性能、更节能芯片的需求，正推动先进逻辑芯片、高带宽内存（HBM）与先进封装领域高速增长，而应用材料正是这些领域的制程设备领导者。此外，全球内存短缺也促使芯片制造商扩大产能，进一步拉动了对半导体制造设备的需求。多家华尔街机构随后上调了应用材料的目标价，反映了市场对其在AI算力与存储芯片超级周期中增长潜力的强烈信心。
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