7月11日，应用材料盘中上涨3.06%，报606.45美元/股，成交额18.54亿美元。消息面上，Stifel将应用材料目标价从530美元上调至650美元，延续此前道明考恩（上调至700美元）、瑞穗（上调至650美元）、高盛（上调至645美元）、摩根士丹利（上调至647美元）集中上调的态势，市场共识目标价已升至约632.64美元。
此外，CEO迪克森此前接受《日经亚洲》采访时表示，公司对未来八个季度客户需求有清晰可见性，部分客户已提供至2030年的产能规划方向，先进封装设备预计仍将是行业增速最快的细分领域之一。摩根士丹利指出晶圆厂设备市场2027年规模有望达2020亿美元，2028年预期已显著上升至约2500亿美元，为设备股提供长期基本面支撑。该股前日大涨近9%后盘前一度回调超3%，当前已完成修复并转涨，板块内同期表现分化，科磊涨0.78%、阿斯麦涨0.31%、拉姆研究持平。
（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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