6月25日，应用材料盘前上涨5.99%，报628.4美元/股，成交额263.88万美元。消息面上，芯片龙头美光科技发布超预期财报，并宣布已签署价值220亿美元的内存芯片"照付不议"客户订单，凸显AI驱动的内存需求旺盛，直接带动半导体设备板块集体走高。
与此同时，多家投行密集上调应用材料目标价：美银证券从540美元上调至720美元，富国银行从520美元上调至715美元并维持跑赢大盘评级，New Street Research从450美元上调至580美元。大摩亦全面上调DRAM设备支出预期，AI投资热潮持续向半导体设备上游扩散，为公司基本面提供有力支撑。
（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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