异动解读|应用材料盘中上涨3.21%,印度50亿美元投资计划持续发酵,半导体设备板块集体走强

行情直击
Sep 21

9月21日,应用材料盘中上涨3.21%,报458.03美元/股,成交额7.33亿美元。

消息面上,应用材料此前在SEMICON India大会上宣布未来十年在印度投资50亿美元,涵盖班加罗尔140英亩研发园区建设、供应链产能扩张及人才培养,并计划到2035年将印度供应链产能扩大十倍。市场将此举视为分散地缘风险、优化全球供应链布局的重要信号,投资计划持续发酵提振板块情绪。半导体设备板块集体走强,科磊涨3.03%、拉姆研究涨2.09%、阿斯麦涨1.0%。

(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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