7月27日，应用材料夜盘上涨4.6%，报558.93美元/股，成交额44.7万美元。半导体设备板块同步走强，泰瑞达涨6.6%、科磊涨5.92%、拉姆研究涨3.27%、阿斯麦涨2.3%。
消息面上，汇丰银行于7月24日将应用材料目标价从522美元大幅上调至683美元，维持买入评级。此前花旗、瑞银亦将目标价上调至705美元，FactSet统计分析师平均目标价为641.61美元。杰富瑞上调全球晶圆制造设备市场规模预期，预计AI及HBM驱动下2028年市场规模可达2530亿美元。公司将于8月13日公布第三财季业绩，市场预期EPS为3.36美元，财报预期形成短期催化。
（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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