9月4日，应用材料盘中上涨3.71%，报452.22美元/股，成交额2.54亿美元。
消息面上，瑞银近日将应用材料目标价从675美元上调至695美元，维持"买入"评级，对公司半导体系统业务增长前景持乐观态度。此前Berenberg、Argus Research、伯恩斯坦等多家机构亦相继上调目标价并维持看多立场，分析师平均目标价约658美元，较当前股价仍有显著上行空间。
板块层面，半导体设备板块在前一交易日整体承压后出现集体反弹，同业阿斯麦涨3.14%、拉姆研究涨3.53%、科磊涨3.76%、AXT Inc涨3.70%、Aehr Test Systems涨7.97%，行业情绪明显回暖。基本面方面，应用材料此前公布的第三财季营收同比增长25%至91.2亿美元，非GAAP每股收益3.50美元，均超市场预期，第四财季营收指引中值102.5亿美元亦远超一致预期。
（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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