9月29日，应用材料盘中上涨3.19%，报506.95美元/股，成交额2.37亿美元，较前一交易日约3%的跌幅明显反弹。
消息面上，摩根士丹利最新研报虽将应用材料目标价从642美元下调至563美元，但基于对NAND闪存及毛利率预期的提升，将公司2027年营收预测上调至507亿美元，每股收益预测上调至20.92美元，并预计毛利率将从48.8%逐步攀升至52%。此前公司CEO亦公开表示2027年将是公司的"辉煌之年"，基本面乐观预期对股价形成支撑。半导体设备板块同步走强，拉姆研究涨3.13%，科磊涨3.06%，AXT Inc涨4.0%，泰瑞达涨2.46%，阿斯麦涨2.2%。
（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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