DRAM业务韧性超预期!大摩看好应用材料(AMAT.US)长期增长潜力 维持563美元目标价

智通财经
Oct 20
【DRAM业务韧性超预期!大摩看好应用材料(AMAT.US)长期增长潜力 维持563美元目标价 】智通财经APP获悉,摩根士丹利在参加应用材料(AMAT.US)近期举行的投资者早餐会及EPIC研发中心开放活动后表示,对该公司的长期发展战略及竞争地位更具信心。该行认为,应用材料在DRAM设备市场的表现好于预期,前道制程控制业务也展现出强劲增长势头,管理层提出的长期目标具有可实现性,若半导体设备市场发展符合公司预期,未来甚至存在上调空间。不过,考虑到先进逻辑制程领域的市场份额压力,以及新研发中心能否转化为持续竞争优势仍有待验证,摩根士丹利维持应用材料“持有”评级及563美元目标价。以10月19日413.11美元的收盘价计算,潜在上涨空间约为36.3%。

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