金吾财讯 | 应用材料（AMAT）盘前开盘报506.468美元，盘前下跌5.25%。消息层面，尽管这家半导体设备制造商公布的第三财季业绩和第四财季指引均高于华尔街预期，但股价仍下滑，投资者似乎在该股年初至今已接近98%的涨幅之后期待更强劲的上行惊喜。营收同比增长25%至91.2亿美元，高于90.2亿美元的市场一致预期；调整后每股收益为3.50美元，高于3.42美元的预期。半导体系统销售额增长30%至70.4亿美元，应用全球服务营收增长11%至17.8亿美元。对于第四财季，应用材料预计调整后每股收益为3.82至4.22美元，营收为97.5亿至107.5亿美元，其中102.5亿美元的营收指引中值远高于95.5亿美元的市场一致预期。管理层还上调了2026日历年半导体系统营收预期，理由是AI驱动的需求加速增长，并且对2027年的能见度增强
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