应用材料（AMAT）今日盘中大幅上涨14.19%，引起了市场的广泛关注。
消息面上，应用材料此前发布了强劲的2026财年第一季度业绩报告，并给出了远超市场预期的第二季度业绩指引。公司预计第二季度营收约为76.5亿美元，调整后每股收益约为2.64美元，均显著高于华尔街分析师的共识预期。公司首席执行官加里・迪克森表示，业绩的强劲表现得益于“行业在人工智能计算领域投资加速”，对更高性能、更节能芯片的需求，正推动先进逻辑芯片、高带宽内存（HBM）和先进封装业务高速增长。
此外，全球内存芯片供应紧张，促使芯片制造商扩大产能，进一步拉动了对半导体制造设备的需求。多家华尔街机构在财报发布后上调了应用材料的目标价，反映了市场对其在AI算力与存储芯片超级周期中增长潜力的强烈信心。
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