半导体设备厂商应用材料（AMAT）财报即将落地行业高景气延续存分歧

金吾财讯

Aug 12

金吾财讯 | 半导体设备厂商应用材料（AMAT）将于周四美股收盘之后发布第三季度财报，华尔街已经形成一致的业绩预测，市场预计该公司每股收益为3.39美元，同比增幅36.7％，季度营收预计增长23.3％，规模达到90亿美元。AI算力建设带动全产业链扩产浪潮，先进封装、精密材料工程工具与制造系统需求旺盛，设备供应商直接享受行业红利，该企业5月披露的二季度业绩与展望已经超出市场预期，财报发布之后股价累计上涨超20％，年内整体涨幅已经来到104％，大幅跑赢标普500指数近13％的同期表现。多家机构对本次财报后续指引给出预判，花旗预计公司会给出高于市场一致预期的十月季度指引，营收、每股收益预测分别较市场预期高出3％、2％。Stifel同时指出，应用材料、科磊（KLAC）、泛林集团（LRCX）这类半导体设备企业，都将受益于一轮持续时间较长的行业需求周期。公司高管在受访时提到，芯片制造商已经给出两年甚至更久的设备采购展望，AI驱动的资本开支延续时间有可能超出市场原先判断，企业内部预估芯片封装工具业务全年营收能够实现50％的增长，产品供给覆盖台积电（TSM）、三星（SSNLF）、英特尔（INTC）、美光（MU）、SK海力士（SKHY）等全球头部芯片厂商。

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href=\"https://laohu8.com/S/AMAT\">应用材料</a>（AMAT）将于周四美股收盘之后发布第三季度财报，华尔街已经形成一致的业绩预测，市场预计该公司每股收益为3.39美元，同比增幅36.7％，季度营收预计增长23.3％，规模达到90亿美元。AI算力建设带动全产业链扩产浪潮，先进封装、精密材料工程工具与制造系统需求旺盛，设备供应商直接享受行业红利，该企业5月披露的二季度业绩与展望已经超出市场预期，财报发布之后股价累计上涨超20％，年内整体涨幅已经来到104％，大幅跑赢<a href=\"https://laohu8.com/S/161125\">标普500</a>指数近13％的同期表现。多家机构对本次财报后续指引给出预判，花旗预计公司会给出高于市场一致预期的十月季度指引，营收、每股收益预测分别较市场预期高出3％、2％。<a href=\"https://laohu8.com/S/SFB\">Stifel</a>同时指出，应用材料、<a href=\"https://laohu8.com/S/KLAC\">科磊</a>（KLAC）、泛林集团（LRCX）这类半导体设备企业，都将受益于一轮持续时间较长的行业需求周期。公司高管在受访时提到，芯片制造商已经给出两年甚至更久的设备采购展望，AI驱动的资本开支延续时间有可能超出市场原先判断，企业内部预估芯片封装工具业务全年营收能够实现50％的增长，产品供给覆盖<a href=\"https://laohu8.com/S/TSM\">台积电</a>（TSM）、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>（SSNLF）、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）、<a href=\"https://laohu8.com/S/MU\">美光</a>（MU）、<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>（SKHY）等全球头部芯片厂商。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-08-12 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 半导体设备厂商<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>（AMAT）将于周四美股收盘之后发布第三季度财报，华尔街已经形成一致的业绩预测，市场预计该公司每股收益为3.39美元，同比增幅36.7％，季度营收预计增长23.3％，规模达到90亿美元。AI算力建设带动全产业链扩产浪潮，先进封装、精密材料工程工具与制造系统需求旺盛，设备供应商直接享受行业红利，该企业5月披露的二季度业绩与展望已经超出市场预期，财报发布之后股价累计上涨超20％，年内整体涨幅已经来到104％，大幅跑赢<a href=\"https://laohu8.com/S/161125\">标普500</a>指数近13％的同期表现。多家机构对本次财报后续指引给出预判，花旗预计公司会给出高于市场一致预期的十月季度指引，营收、每股收益预测分别较市场预期高出3％、2％。<a href=\"https://laohu8.com/S/SFB\">Stifel</a>同时指出，应用材料、<a href=\"https://laohu8.com/S/KLAC\">科磊</a>（KLAC）、泛林集团（LRCX）这类半导体设备企业，都将受益于一轮持续时间较长的行业需求周期。公司高管在受访时提到，芯片制造商已经给出两年甚至更久的设备采购展望，AI驱动的资本开支延续时间有可能超出市场原先判断，企业内部预估芯片封装工具业务全年营收能够实现50％的增长，产品供给覆盖<a href=\"https://laohu8.com/S/TSM\">台积电</a>（TSM）、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>（SSNLF）、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）、<a href=\"https://laohu8.com/S/MU\">美光</a>（MU）、<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>（SKHY）等全球头部芯片厂商。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LRNZ","symbol_name":"TrueShares Technology, AI & Deep Learning ETF","start_time":0,"source_url":"303738","article_id":"2658905901","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2658905901","pubTimestamp":1786545422,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 半导体设备厂商应用材料 将于周四美股收盘之后发布第三季度财报，华尔街已经形成一致的业绩预测，市场预计该公司每股收益为3.39美元，同比增幅36.7％，季度营收预计增长23.3％，规模达到90亿美元。","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"LRNZ":"TrueShares Technology, AI & Deep Learning ETF","WDAI":"Pacer S&P World 3AI Top 300 ETF","TWSC":"Corgi TSM 2x Daily ETF","FRWD":"Nomura Transformational Technologies ETF","CHPX":"Global X AI Semiconductor & Quantum ETF","AIS":"VistaShares Artificial Intelligence Supercycle ETF","PQNT":"Pictet AI Enhanced International Equity ETF","THMZ":"Lazard Equity Megatrends ETF","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","XITK":"SPDR FactSet Innovative Technology ETF","PSAI":"Pacer S&P 500 3ai Top 100 Etf","LRCC":"Corgi LRCX 2x Daily ETF","THNQ":"ROBO Global Artificial Intelligence ETF","PSCT":"小盘科技股ETF-PowerShares","AIO":"Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund","GINN":"Goldman Sachs Innovate Equity ETF","SOXW":"Tradr 2X Long SOXX Weekly 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半导体设备厂商应用材料（AMAT）将于周四美股收盘之后发布第三季度财报，华尔街已经形成一致的业绩预测，市场预计该公司每股收益为3.39美元，同比增幅36.7％，季度营收预计增长23.3％，规模达到90亿美元。AI算力建设带动全产业链扩产浪潮，先进封装、精密材料工程工具与制造系统需求旺盛，设备供应商直接享受行业红利，该企业5月披露的二季度业绩与展望已经超出市场预期，财报发布之后股价累计上涨超20％，年内整体涨幅已经来到104％，大幅跑赢标普500指数近13％的同期表现。多家机构对本次财报后续指引给出预判，花旗预计公司会给出高于市场一致预期的十月季度指引，营收、每股收益预测分别较市场预期高出3％、2％。Stifel同时指出，应用材料、科磊（KLAC）、泛林集团（LRCX）这类半导体设备企业，都将受益于一轮持续时间较长的行业需求周期。公司高管在受访时提到，芯片制造商已经给出两年甚至更久的设备采购展望，AI驱动的资本开支延续时间有可能超出市场原先判断，企业内部预估芯片封装工具业务全年营收能够实现50％的增长，产品供给覆盖台积电（TSM）、三星（SSNLF）、英特尔（INTC）、美光（MU）、SK海力士（SKHY）等全球头部芯片厂商。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}