半导体设备巨头应用材料（AMAT）今日盘后股价大幅上涨5.27%，表现强劲。
消息面上，多家知名投行近期密集上调了该公司的目标价。其中，美国银行将应用材料的目标价从540美元大幅上调至720美元，富国银行更是将其目标价从520美元上调至715美元，并维持“跑赢大盘”评级。这些积极的评级调整，反映了机构对公司未来增长潜力的看好。
投行的乐观情绪源于对半导体行业，尤其是人工智能（AI）驱动下设备需求的长期看好。有分析指出，AI投资热潮正持续向半导体设备上游扩散，晶圆厂设备（WFE）市场预计将迎来显著增长，这为应用材料的基本面提供了有力支撑。
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