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将目标价从450美元上调至580美元,Rothschild & Co Redburn亦从450美元上调至560美元,投行密集看多形成共振。此外,公司近期与依视路陆逊梯卡签署长期协议合作开发AR显示技术及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,已被头部芯片厂商用于先进制程量产,多重利好持续支撑股价。
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