半导体设备巨头应用材料(Applied Materials)周五盘中大跌8.62%，主要受到公司对中国业务前景悲观预期的影响。
虽然应用材料公布的2025财年第四财季业绩好于预期，但公司表示，由于美国对华半导体出口管制收紧，预计2026财年营收将减少6亿美元。公司还预计2026年中国客户的采购支出将进一步减少。首席执行官加里·迪克森表示，公司无法继续服务中国DRAM市场及部分传统芯片制造市场。
多家券商在财报发布后调整了对应用材料的目标价。尽管公司预计人工智能相关的存储产品需求可能会在一定程度上抵消中国业务下滑的影响，但投资者对公司未来业绩增长的担忧情绪明显。作为半导体设备行业的领头羊，应用材料的业绩预警也引发了市场对整个行业前景的忧虑。
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