半导体设备巨头应用材料（AMAT）今日盘前股价大幅上涨6.96%，表现十分强劲。
消息面上，此次上涨与芯片行业龙头美光科技（MU）发布的超预期财报密切相关。美光科技不仅业绩远超市场预期，更宣布已签署价值220亿美元的内存芯片“照付不议”客户订单，凸显了人工智能（AI）驱动的内存需求极其旺盛且供应紧张。美光股价的飙升直接带动了包括应用材料在内的整个芯片板块在盘后及夜盘时段集体走高。
与此同时，多家知名投行近期密集上调了应用材料的目标价。富国银行将其目标价从520美元大幅上调至715美元，美银证券也从540美元上调至720美元。机构普遍认为，AI投资热潮正持续向半导体设备上游扩散，晶圆厂设备（WFE）支出预期上调，为应用材料的基本面提供了有力支撑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.