7月23日，应用材料盘中上涨3.17%，报571.465美元/股，成交额5.17亿美元。消息面上，费城半导体指数盘中转升，成分股美光涨逾3%、Coherent涨逾2%，应用材料作为半导体设备龙头同步走强。
此前美光科技公布强劲财报并对下一季度营收给出乐观展望，持续提振芯片板块情绪。机构层面，花旗与瑞银此前均将应用材料目标价大幅上调至705美元，杰富瑞上调全球晶圆制造设备市场规模预期至2028年2530亿美元，AI驱动的设备需求长期前景获机构看好。此外，公司宣布将于8月13日公布2026财年第三季度业绩，市场预期EPS为3.36美元。
（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。）
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