10月1日，应用材料夜盘上涨3.05%，报526.88美元/股，成交额702.81万美元，延续近日反弹态势。
消息面上，应用材料宣布铠侠已加入其位于硅谷的EPIC中心，成为创新合作伙伴，双方将联合研究先进存储单元与结构形成、多芯片堆叠架构及新型材料工程方法，旨在提升AI时代所需的存储密度和性能。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。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，并预计毛利率将从48.8%逐步攀升至52%。公司CEO此前亦公开表示2027年将是公司的"辉煌之年"，基本面乐观预期持续对股价形成支撑。
（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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