10月2日，应用材料盘中上涨3.14%，报545.72美元/股，成交额4.62亿美元，延续近期反弹势头。
消息面上，应用材料宣布与荷兰BE Semiconductor Industries扩大合作，后者正式加入其位于硅谷、投资达50亿美元的EPIC创新中心，双方将聚焦下一代3D集成电路、逻辑与存储融合及支持AI基础设施的光子学应用。此前铠侠已加入该中心，至此全球四大存储厂商——三星、SK海力士、美光及铠侠均已与应用材料展开下一代存储技术合作，EPIC中心生态圈持续扩容。此外，摩根士丹利近期将公司2027年营收预测上调至507亿美元，每股收益上调至20.92美元，基本面乐观预期对股价形成支撑。
（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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