BUZZ-瑞穗证券上调目标价后,应用材料公司股价上涨7月9日 - ** 芯片设备制造商应用材料公司(AMAT.O)的股价在盘前交易中上涨7.2%,至611.50美元
** 瑞穗证券将目标价从540美元上调至650美元,较该股上一交易日收盘价暗示约14%的上行空间
** 券商指出,应用材料公司受益于人工智能驱动的高带宽内存产能扩张以及代工和逻辑芯片领域的强劲支出
** 该机构上调了2027年全球晶圆制造设备支出预测,理由是人工智能推动了对尖端逻辑芯片和存储器的需求
** 39家券商中有34家给予该股“买入”或更高评级,5家给予“持有”评级;其目标价中位数为565美元——数据由LSEG汇总
** 截至上一交易日收盘,该股年内涨幅已超过一倍
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