应用材料(AMAT)今日夜盘股价大涨5%，表现亮眼。
消息面上，美国总统特朗普宣布对部分进口半导体及半导体制造设备加征25%关税，这一政策预计将推动全球芯片制造商转向美国本土设备供应商。作为全球领先的半导体设备制造商，应用材料被视为直接受益者之一。
分析师指出，新关税政策将加速台积电、英特尔等芯片制造商在美国本土的扩产计划，进而带动对美国半导体设备的需求。花旗研报预测，半导体设备板块将迎来新一轮牛市周期，进一步强化了市场对应用材料等设备商的乐观预期。
应用材料(AMAT)今日夜盘股价大涨5%，表现亮眼。
消息面上，美国总统特朗普宣布对部分进口半导体及半导体制造设备加征25%关税，这一政策预计将推动全球芯片制造商转向美国本土设备供应商。作为全球领先的半导体设备制造商，应用材料被视为直接受益者之一。
分析师指出，新关税政策将加速台积电、英特尔等芯片制造商在美国本土的扩产计划，进而带动对美国半导体设备的需求。花旗研报预测，半导体设备板块将迎来新一轮牛市周期，进一步强化了市场对应用材料等设备商的乐观预期。
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