前瞻:应用材料公司股价上涨,市场期待其以人工智能为核心的财报

路透中文
Aug 14
BUZZ-前瞻:<a href="https://laohu8.com/S/AMAT">应用材料</a>公司股价上涨,市场期待其以人工智能为核心的财报

8月13日 - ** 应用材料公司(AMAT.O)股价周四上涨1.4%,市场正等待该公司盘后公布的季度财报,市场关注焦点在于其与人工智能数据中心建设相关的芯片制造设备需求

** 据LSEG预测,这家半导体设备制造商预计将公布季度营收同比增长23%至89.9亿美元,调整后每股收益为3.39美元,高于去年同期的2.48美元

** 该公司5月曾预测 (link) 第三季度业绩强劲,理由是数据中心和人工智能基础设施领域的投资持续增长

** 该股今年以来已飙升约116%,远超纳斯达克综合指数 .IXIC 15%的涨幅,但较6月30日创下的历史收盘高点仍下跌约23%

** 据LSEG数据显示,AMAT近期市盈率为34倍,高于其20倍的五年平均水平

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