消息面上,富国银行将应用材料目标价从520美元大幅上调至715美元,维持跑赢大盘评级,隐含较当前股价仍有约12%的上行空间。此前一周内,New Street Research、Rothschild & Co Redburn等多家投行已密集上调目标价。此外,公司近期与全球最大眼镜制造商依视路陆逊梯卡签署长期协议合作开发AR显示技术和AI眼镜,并发布两款面向3D芯片微缩的新型沉积与蚀刻设备,已被头部逻辑与存储芯片厂商用于先进制程量产,多重利好持续支撑股价走强。
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