6月29日，应用材料盘中上涨3.52%，报648.445美元/股，成交额6.03亿美元。消息面上，KeyBanc当日将应用材料目标价从550美元大幅上调至750美元，维持增持评级。此前一周内，杰富瑞从510美元上调至770美元，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，花旗从550美元上调至710美元，机构集中看多形成共振。
投行密集上调的核心逻辑在于AI相关资本开支可见度延伸至2028年，叠加韩国存储双雄开启大规模产能扩张，半导体设备行业景气度持续上行。同板块个股中，科磊涨2.61%，拉姆研究涨2.4%，阿斯麦涨1.51%。
（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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