9月17日，应用材料盘前上涨3.04%，报428.5美元/股，成交额6364.53万美元。半导体设备板块集体走强，拉姆研究涨3.32%，科磊涨3.36%，阿斯麦涨2.25%，泰瑞达涨3.32%，AXT Inc涨5.64%。
消息面上，应用材料在印度旗舰芯片会议SEMICON India上宣布，计划未来十年在印度投资50亿美元，用于研发、供应链扩张及人才培养。公司将在班加罗尔建设140英亩研发园区并引入新技术，同时计划到2035年将印度供应链产能扩大十倍。此前公司因中美贸易摩擦及出口管制加码连续承压，此次大规模印度投资计划被视为分散地缘风险、拓展全球供应链布局的重要举措，提振市场情绪。
（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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