应用材料(AMAT)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

应交易所要求，美/港股行情延时15分钟展示，下载APP即可免费查看实时行情。

关闭

AMAT 应用材料

盘前交易 05-01 06:08:03 EDT

394.49

+11.90

+3.11%

盘前391.72

-2.77-0.70%

06:07 EDT

最高396.01	最低384.56	成交量705.00万
今开385.54	昨收382.59	日振幅2.99%
总市值3,128亿	流通市值3,128亿	总股本7.93亿
成交额27.64亿	换手率0.89%	流通股本7.93亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

{"stockData":{"symbol":"AMAT","market":"US","secType":"STK","nameCN":"应用材料","latestPrice":394.49,"timestamp":1777579200000,"preClose":382.59,"halted":0,"volume":7050015,"hourTrading":{"tag":"盘前","latestPrice":391.72,"preClose":394.49,"latestTime":"06:07 EDT","volume":5214,"amount":2045250.6789,"timestamp":1777630079121,"change":-2.77,"changeRate":-0.007022,"amplitude":0.015159},"delay":0,"changeRate":0.03110379257168257,"floatShares":792943366,"shares":792943366,"eps":9.762378,"marketStatus":"盘前交易","change":11.9,"latestTime":"05-01 06:08:03 EDT","open":385.535,"high":396.01,"low":384.56,"amount":2764453996.8045,"amplitude":0.029928,"askPrice":391.9,"askSize":43,"bidPrice":391.7,"bidSize":10,"shortable":3,"etf":0,"ttmEps":9.762378,"tradingStatus":1,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1777642200000},"marketStatusCode":1,"adr":0,"adrRate":0,"listingDate":86760000000,"exchange":"NASDAQ","adjPreClose":394.49,"dividendRate":0.004664,"preHourTrading":{"tag":"盘前","latestPrice":391.72,"preClose":394.49,"latestTime":"06:07 EDT","volume":5214,"amount":2045250.6789,"timestamp":1777630079121,"change":-2.77,"changeRate":-0.007022,"amplitude":0.015159},"postHourTrading":{"tag":"盘后","latestPrice":391,"preClose":394.49,"latestTime":"19:59 EDT","volume":476994,"amount":188032599.8317,"timestamp":1777593587421,"change":-3.49,"changeRate":-0.008847,"amplitude":0.026617},"volumeRatio":1.1100160055663648,"impliedVol":0.6636,"impliedVolPercentile":0.972},"requestUrl":"/m/hq/s/AMAT","defaultTab":"news","newsList":[{"id":"1168415200","title":"异动解读 | 受OpenAI业绩未达目标拖累，应用材料盘中大跌5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168415200","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1168415200?lang=zh_cn&edition=full","pubTime":"2026-04-28 21:39","pubTimestamp":1777383596,"startTime":"0","endTime":"0","summary":"应用材料（AMAT）今日盘中股价大跌5.03%，成为市场关注的焦点。消息面上，此次下跌主要受行业层面负面消息影响。据《华尔街日报》报道，人工智能巨头OpenAI未能达到其销售目标，周活跃用户数及营收目标也均未达标。这一消息引发了市场对ChatGPT母公司能否支撑其巨额数据中心开支能力的担忧，进而导致投资者对整个半导体产业链的前景产生疑虑。受此情绪拖累，美国芯片股普遍下跌，英伟达、AMD等公司股价均出现下滑。作为芯片制造设备的关键供应商，应用材料与其他半导体设备公司一同承压，股价在盘中交易时段出现显著下跌，反映了市场对人工智能热潮可持续性的短期担忧。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"91a0a0c11c27e1aae9a1f78ec52401e3","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628939747","title":"CINNO Research：2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元 同比增长约16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628939747","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628939747?lang=zh_cn&edition=full","pubTime":"2026-04-20 19:22","pubTimestamp":1776684135,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，CINNO IC Research统计数据表明，2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元，同比增长约16%。北方华创作为Top10中唯一的中国半导体设备厂商，2025年营收约51亿美元，排名第七。图示：2025年全球半导体设备厂商市场规模排名Top10，来源：CINNO  IC Research 注：本排名汇率2025年1欧元=1.14美元，1日元=0.0067美元，本次营收排名以上市公司半导体业务营收金额为依据，不含FPD/PCB等其他业务营收。2025年，AMAT营收增幅较小。2025年半导体业务营收增长36%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1430827.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4585","LRCX","BK4535","AMAT","BK4588","ASML","002371","04336"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123530752","title":"美国3月工业产出环比下降0.5% 低于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1123530752","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1123530752?lang=zh_cn&edition=full","pubTime":"2026-04-16 21:24","pubTimestamp":1776345841,"startTime":"0","endTime":"0","summary":"美联储最新数据显示，经季节性调整后，美国3月工业产出环比下滑0.5%，与市场预期的增长0.1%形成鲜明反差。这一降幅较2月0.7%的增幅明显恶化，而1月数据维持不变。制造业活动整体走弱，环比下降0.1%。若剔除高技术产业，工业产出降幅将扩大至0.6%。排除汽车及零部件后，工业产出下降幅度收窄至0.3%。当前数据表明，在利率持续高企的背景下，美国工业活动正显现疲软迹象。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2023250843.SGD","LU0061475181.USD","LU1778281490.HKD","BK4533","BK4588","IE00BQXX3F31.USD","LU0289960550.SGD","LU0868494708.USD","LU1046421795.USD","LU0096362180.USD","LU2023250504.SGD","LU0096364046.USD","LU0949170772.SGD","LU2111349929.HKD","BK4585","LU1868837136.USD","LU0889566641.SGD","LU1989763005.USD","LU1069344957.HKD","LU0109392836.USD","LU2089284900.SGD","LU2413666699.HKD","LU2106854487.HKD","LU1974910355.USD","LU0889565833.HKD","LU1989773731.SGD","LU1642822529.SGD","LU2931357623.SGD","SG9999002232.USD","LU0553294199.USD","BK4519","LU1815336760.USD","LU1868837300.USD","LU2458330243.SGD","LU1868836757.USD","LU0081259029.USD","LU1721428933.USD","LU1917777945.USD","IE00BQXX3D17.EUR","LU0347712357.USD","LU2089985449.USD","LU1868836591.USD","LU2089283258.USD","IE00BQXX3C00.GBP","LU1674673428.USD","IE0009356076.USD","BK4516","LU2023251221.USD","LU1868836914.USD","LU0444973449.USD","GB00BDT5M118.USD","LU0061474960.USD","IE00BD6J9T35.USD","SG9999001424.SGD","LU0476273544.USD","AMAT","LU1803068979.SGD","LU0238689110.USD","LU0957791311.USD","SG9999002224.SGD","LU0158827948.USD","LU0354030511.USD","BK4147","BK4534","IE00BSNM7G36.USD","LU1815333072.USD","LU0097036916.USD","LU2028103732.USD","LU0011850046.USD","BK4567","LU0175139822.USD","LU0354030438.USD","LU1267930813.SGD","LU0868494617.USD","LU1153585028.USD","LU0348723411.USD","LU0661504455.SGD","LU0545039389.USD","LU0792757196.USD","LU0942090050.USD","LU1003077747.HKD","LU2413666426.HKD","LU0444971666.USD","BK4543","LU0274383776.USD","LU1823568750.SGD","LU0957808578.USD","LU2458330169.SGD","LU1674673691.USD","LU2271345857.HKD","BK4518","LU0158827781.USD","IE00B5949003.HKD","LU0738911758.USD","LU0079474960.USD","LU1035775433.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627858263","title":"Bitget 新增超威半导体 AMD、闪迪 SNDK 等热门股票合约，最高支持 20 倍杠杆","url":"https://stock-news.laohu8.com/highlight/detail?id=2627858263","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627858263?lang=zh_cn&edition=full","pubTime":"2026-04-16 11:28","pubTimestamp":1776310107,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据官方公告，为满足市场对美股 AI 相关板块的交易需求，Bitget 股票合约现已上线 AMD（超威半导体）、AMAT（应用材料）、SNDK（闪迪）、STX（希捷科技）、LITE（Lumentum） 与 FLY（Firefly Aerospace） 六大热门标的，覆盖芯片、半导体设备、存储等方向。上述合约最高支持 20 倍杠杆，更多详情可参阅 Bitget 官方平台。 ","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2258968","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2089985449.USD","IE00B5949003.HKD","LU1064131342.USD","LU1316542783.SGD","IE00BMPRXN33.USD","LU0054578231.USD","LU1303367103.USD","AMDG","LU0082616367.USD","BK4529","LU0081259029.USD","AMDW","LU2931357623.SGD","SNXX","BK4605","STX","BK4141","LU0274383776.USD","LU1880398554.USD","BK4532","LU1803068979.SGD","BK4170","LU1989764664.SGD","LU2355687059.USD","DAMD","LU0198837287.USD","AMDU","BK4543","LU2250418816.HKD","LU1861558580.USD","BK4588","IE0009356076.USD","BK4614","LU1988902786.USD","LU0127658192.USD","AMDL","LU0823421416.USD","BK4585","AMD","LU2054465674.USD","BK4575","AMDD","AMDY","LU0823434740.USD","LU0979878070.USD","LU1242518857.USD","LU2458330169.SGD","LU1951200564.SGD","04336","LU0823421333.USD","LU0889565833.HKD","LU0109392836.USD","AMUU","LU0963586101.USD","LU1923623000.USD","AMAT","LU1852331112.SGD","LU0642271901.SGD","LU0823434583.USD","LU2860962120.EUR","LU1880398471.USD","LU1242518931.SGD","LU2360106780.USD","IE00BMPRXR70.SGD","LU0390134368.USD","BK4612","BK4554","LU0719512351.SGD","LU2098885051.SGD","BK4534","AMYY","LU2458330243.SGD","BK4573","LU1951198990.SGD","LU0056508442.USD","BK4512","SNDK","LU2264538146.SGD","BK4566","LU1861559042.SGD","IE0004445239.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107760808","title":"马斯克团队与应用材料、拉姆研究等公司联系，推进“Terafab”项目","url":"https://stock-news.laohu8.com/highlight/detail?id=1107760808","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1107760808?lang=zh_cn&edition=full","pubTime":"2026-04-16 10:38","pubTimestamp":1776307083,"startTime":"0","endTime":"0","summary":"已就报价和交货时间进行了询价。","market":"us","thumbnail":"https://static.tigerbbs.com/07721b5c427c2d59b733a20a666012a3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/07721b5c427c2d59b733a20a666012a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX","TSLA","AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626261979","title":"年内大涨50%！新AI芯片制造系统问世，为应用材料(AMAT.US)股价“添把火”","url":"https://stock-news.laohu8.com/highlight/detail?id=2626261979","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626261979?lang=zh_cn&edition=full","pubTime":"2026-04-09 09:01","pubTimestamp":1775696462,"startTime":"0","endTime":"0","summary":"人工智能算力需求的激增，已促使业界在2纳米节点引入全环绕栅极晶体管架构。该系统针对GAA应用进行了高度定制，具备实现更薄功函数金属和零体积偶极层材料的新功能，从而解决GAA结构中空间有限的问题。应用材料表示，该系统同样正被领先的逻辑芯片制造商用于2纳米及以下GAA工艺节点。尽管应用材料股价大涨，仍有多位分析师看好该股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1426328.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"年内大涨50%！新AI芯片制造系统问世，为应用材料(AMAT.US)股价“添把火”","news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0545039389.USD","LU0444971666.USD","LU0942090050.USD","LU1868836591.USD","LU0354030511.USD","LU2028103732.USD","LU1778281490.HKD","LU2089284900.SGD","LU2413666699.HKD","LU0061474960.USD","IE00B5949003.HKD","BK4516","IE00BSNM7G36.USD","LU1823568750.SGD","LU1989763005.USD","LU2089283258.USD","LU1917777945.USD","IE00BQXX3C00.GBP","LU0889565833.HKD","LU0957808578.USD","IE0009356076.USD","LU2111349929.HKD","LU1815333072.USD","LU1153585028.USD","LU1035775433.USD","LU2271345857.HKD","BK4585","LU0889566641.SGD","LU0081259029.USD","LU1721428933.USD","LU1003077747.HKD","LU0079474960.USD","LU1989773731.SGD","LU0274383776.USD","LU0868494617.USD","SG9999001424.SGD","AMAT","LU1674673691.USD","LU1815336760.USD","BK4533","IE00BQXX3F31.USD","LU0238689110.USD","LU0158827948.USD","LU0949170772.SGD","LU0444973449.USD","IE00BQXX3D17.EUR","LU2413666426.HKD","LU0738911758.USD","LU1069344957.HKD","LU1868837300.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625985319","title":"混合键合，拐点已至？","url":"https://stock-news.laohu8.com/highlight/detail?id=2625985319","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625985319?lang=zh_cn&edition=full","pubTime":"2026-04-07 09:51","pubTimestamp":1775526668,"startTime":"0","endTime":"0","summary":"两家公司，两种算盘","market":"sg","thumbnail":"https://img3.gelonghui.com/4d7b4-185e9cb1-774c-408a-89ff-333fbacfd3a3.jpg?guru_height=718&guru_width=1280&guru_size=137160","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/4d7b4-185e9cb1-774c-408a-89ff-333fbacfd3a3.jpg?guru_height=718&guru_width=1280&guru_size=137160"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4313628","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["LU0210528500.USD","BK4549","SG9999018857.SGD","LU0203202063.USD","LU2237443549.SGD","LU1868837722.USD","BK4168","LU0823414551.USD","LU1211504680.USD","LU2322448791.USD","LU1066053197.SGD","BK4581","LU2092627202.USD","LU2487616109.SGD","LU0557290698.USD","IE00B775SV38.USD","SG9999004220.SGD","LU1232071149.USD","ASML","LU2746668461.USD","BK4505","IE000KEQY171.SGD","LU0106261372.USD","LU1992135472.HKD","BK4518","LU0289961442.SGD","LU2462157665.USD","LU0061474960.USD","LU0348723411.USD","LU0158827948.USD","BK4592","LU0528227936.USD","LU2756315664.SGD","SG9999014914.USD","IE0034235188.USD","IE00B3M56506.USD","LU1983260115.SGD","LU2236285917.USD","LU1989763005.USD","LU2077746001.SGD","IE00BQXX3D17.EUR","3NVD.UK","LU0128525929.USD","LU2360032135.SGD","LU0878004406.USD","LU1316542783.SGD","LU1951200564.SGD","IE00BMPRXQ63.HKD","SG9999015978.USD","TSMU","LU0965509283.SGD","IE00B19Z9505.USD","IE00B3S45H60.SGD","LU2211814178.USD","LU0345768740.USD","NVDG","LU1066051498.USD","LU2602419157.SGD","IE00B5949003.HKD","LU1923623000.USD","LU0965509101.SGD","LU0107464264.USD","LU0488056044.USD","LU0541502299.USD","LU0238689110.USD","IE00BFSS7M15.SGD","LU1496350502.SGD","LU1023057109.AUD","AMAT","LU1934455277.USD","LU1282649810.SGD","LU2023250330.USD","LU2552382058.USD","LU1721428933.USD","LU1989772840.SGD","NVD","LU2271345857.HKD","SG9999015358.SGD","LU0109392836.USD","LU0310800379.SGD","LU0672654240.SGD","LU1823568750.SGD","LU2087625088.SGD","LU0957808578.USD","LU0353189680.USD","LU2290526834.HKD","LU2125154778.USD","NVDX","HK0000304805.HKD","LU2023250504.SGD","LU2065171402.SGD","LU2065171311.SGD","LU1035775433.USD","LU0211328371.USD","LU2247934214.USD","NVDU","LU1699723380.USD","SG9999018865.SGD","TSM","LU1145028129.USD","LU2023250843.SGD","LU2491050071.SGD","LU2089283258.USD","LU0965509010.AUD","LU0198837287.USD","IE00BZ199S13.USD","LU0949170772.SGD","LU0061474705.USD","SG9999000418.SGD","LU1496350171.SGD","LU1267930573.SGD","LU1674673691.USD","LU1116320901.HKD","04336","LU1037948541.HKD","LU0158827781.USD","LU1935042488.USD","NVDD","LU2381873111.SGD","LU2065170008.USD","SG9999014906.USD","IE00BQXX3C00.GBP","LU2272731865.HKD","LU0006306889.USD","LU1778281490.HKD","IE0004091025.USD","LU0081259029.USD","BK4602","LU2237443978.SGD","BK4519","03165","LU0354030438.USD","LU1814569148.SGD","LU0964807845.USD","LU2065169927.USD","LU2125909759.SGD","BK4548","NVDQ","SG9999017495.SGD","BK4529","CHAT","LU0820562030.AUD","TSMG","IE00BDRTCR15.USD","LU2087621335.USD","IE00B4YYXB79.USD","LU0345770993.USD","LU1244550577.SGD","BK4516","LU0069063385.USD","LU2361045086.USD","LU2461242641.AUD","SG9999014559.SGD","LU0323591593.USD","IE00BFSS8Q28.SGD","NVDY","LU1989772923.USD","SGXZ23171101.USD","IE0005OL40V9.USD","IE00BFXG0V08.USD","LU1992135399.USD","LU1868838027.USD","LU2242650005.HKD","IE00BKVL7J92.USD","LU0792757196.USD","LU0942090050.USD","LU1066051811.HKD","LU0708995401.HKD","LU1244550494.USD","IE000W1ABFV2.USD","IE00BWXC8680.SGD","LU2237443382.USD","LU0070217475.USD","LU2360106780.USD","ASMG","IE00B7KXQ091.USD","LU0082616367.USD","LU1934455194.USD","LU2413666426.HKD","LU1988902786.USD","IE000ITXATA3.USD","LU1861220033.SGD","LU0170899867.USD","LU0444973449.USD","LU0787776722.HKD","LU1974910355.USD","LU1323610961.USD","LU2756315318.SGD","IE00BSNM7G36.USD","LU0738911758.USD","BK4551","LU1400636491.USD","LU1046421795.USD","IE00BJTD4V19.USD","LU2168564065.EUR","VGT","LU0943347566.SGD","BK4585","LU0096364046.USD","LU0234572021.USD","LU1153585028.USD","LU0077335932.USD","LU2458330243.SGD","SG9999014575.USD","LU2552382215.SGD","IE00B5TLWC47.USD","BK4608","IE00BJLML261.HKD","LU0097036916.USD","LU0786609619.USD","LU2125909247.SGD","LU1868836591.USD","LU0345774391.USD","LU0187121727.USD","LU0823421333.USD","LU2413666699.HKD","LU0029864427.USD","BK4605","DIPS","SG9999015952.SGD","NVDW","LU1069344957.HKD","LU1917777945.USD","LU1934455863.HKD","IE00BMPRXN33.USD","LU1868837136.USD","IE00B19Z8X17.USD","LU2491049909.HKD","LU1037948897.HKD","LU0061475181.USD","SG9999014880.SGD","IE00B3SWFQ91.USD","LU0175139822.USD","SG9999002232.USD","LU2326559502.SGD","SG9999002224.SGD","LU0572939691.SGD","LU0256863811.USD","TSMZ","LU0316494557.USD","LU0154236417.USD","LU1720051108.HKD","SG9999015341.SGD","BK4526","LU2092937148.SGD","LU1571399168.USD","IE00B775H168.HKD","LU2168564495.EUR","HK0000914660.USD","LU1267930813.SGD","LU0345770308.USD","LU2211815571.USD","LU1951198990.SGD","NVD3.UK","LU1119994496.HKD","LU1989764748.USD","LU2322448957.HKD","SGXZ81514606.USD","LU2089284900.SGD","LU0276348264.USD","LU0476273544.USD","LU0057025933.USD","LU0264606111.USD","LU0466842654.USD","BK4598","BK4567","LU0640476718.USD","LU1366333091.USD","LU1712237335.SGD","LU2473716301.USD","LU0157215616.USD","LU0265550946.USD","IE0001KFT4U8.USD","LU2092937221.SGD","BK4554","LU2265009873.SGD","LU2452424414.USD","LU2063271972.USD","LU1267930730.SGD","LU0267386448.USD","LU2244417387.USD","LU1989764664.SGD","SNVD.UK","LU2106854487.HKD","LU1815336760.USD","LU2491050154.USD","LU1868837565.USD","LU1861127337.USD","BK4591","LU1923622614.USD","IE0004445015.USD","LU2168564149.EUR","LU0072462426.USD","LU1202635105.USD","IE00BDCRKT87.USD","HK0000320223.HKD","IE00BK4W5M84.HKD","IE00BN29S564.USD","LU0225283273.USD","LU2430703095.HKD","LU0289739343.SGD","LU2505996509.AUD","LU0511384066.AUD","NVDS","LU0080751232.USD","LU2133065610.SGD","BK4141","LU1720051017.SGD","LU1815333072.USD","HK0000306701.USD","SG9999014898.SGD","LU2361044865.SGD","IE00BQXX3F31.USD","TSMY","SG9999014567.USD","LU0308772762.SGD","LU0345768153.USD","LU2430703251.USD","LU2125909593.SGD","LU2360107168.USD","LU1935043536.SGD","LU1718418525.SGD","LU2111349929.HKD","LU1935042991.SGD","LU2456880835.USD","LU2471134879.HKD","IE00BYXW3230.USD","LU0572940350.SGD","LU0127658192.USD","LU0265550359.USD","LU2272731782.SGD","LU0203201768.USD","LU1804176565.USD","LU1914381329.SGD","LU0096362180.USD","SGXZ51526630.SGD","LU2403377893.USD","LU2125909916.SGD","LU0359202008.SGD","BK4527","03145","LU0882747503.HKD","LU0820561818.USD","LU1989773731.SGD","LU2433249047.HKD","LU1821325948.USD","NVDL","LU2506951792.HKD","LU1868836914.USD","LU0094547139.USD","LU0823414478.USD","LU2471134952.CNY","LU0124676726.USD","LU1244550221.USD","HK0000304797.USD","LU1670756490.USD","LU0985320562.USD","LU2237443622.USD","STSM","LU1852331112.SGD","LU0359201612.USD","LU0724617625.USD","SG9999001424.SGD","LU0256863902.USD","LU1267930490.SGD","NVD2.UK","LU0861579265.USD","BK4550","BK4512","LU0494093205.USD","BK4147","LU0957791311.USD","LU2471134523.USD","GB00BDT5M118.USD","LU0109391861.USD","LU1366192091.USD","LU2168564222.USD","LU0345769631.USD","LU1429558221.USD","LU2417539215.USD","LU2357305700.SGD","BK4543","LU0345769128.USD","LU0354030511.USD","LU0444971666.USD","LU0882574139.USD","LU1839511570.USD","LU1400636574.HKD","NVDS.UK","LU0056508442.USD","LU1064131342.USD","IE00B1BXHZ80.USD","LU0878005551.USD","LU0234570918.USD","LU1734074674.USD","IE00B4JS1V06.HKD","LU0472753341.HKD","LU1548497426.USD","LU2237957811.SGD","LU2931357623.SGD","LU1551013342.USD","LU1861215975.USD","SG9999004303.SGD","LU2505996681.GBP","LU1066051225.USD","LU1935042215.USD","LU2249611893.SGD","LU2294711713.HKD","LU0390134368.USD","LU0384037296.USD","LU1868837300.USD","LU2213496289.HKD","LU2286300806.USD","LU1280957306.USD","LU2420271590.USD","LU2552382132.HKD","LU0889566641.SGD","LU1084165304.USD","BK4532","LU2097344431.USD","LU0541501648.USD","LU2083900584.USD","LU2272731600.USD","LU1116320737.USD","IE00BD6J9T35.USD","IE00BKDWB100.SGD","LU2543165471.USD","BK4587","IE0004445239.USD","LU0979878070.USD","NVDO","LU0251132253.USD","IE0003U64NQ7.SGD","LU0079474960.USD","LU1674673428.USD","LU2298321311.HKD","LU2430703178.SGD","NVII","LU1508157978.USD","LU0143863198.USD","LU1935043023.USD","LU0965508806.USD","LU2041044095.USD","IE0009G5SDU7.USD","LU1242518857.USD","LU2360108059.USD","LU1645745479.HKD","LU2463028550.USD","LU2168563687.JPY","LU2191332357.HKD","LU0342679015.USD","LU2750360641.GBP","LU0310799852.SGD","LU1261432733.SGD","LU0820561909.HKD","IE00BJTD4N35.SGD","IE00B19Z8W00.USD","HK0000320264.USD","IE00BZ1G4Q59.USD","TSMX","LU2023251221.USD","LU0274383776.USD","LU0347712357.USD","LU2458330169.SGD","SG9999015945.SGD","LU1629891620.HKD","LU2097344357.USD","LU0210536198.USD","LU0661504455.SGD","LU2592432038.USD","LU0689626769.HKD","LU2108987350.USD","LU1551013425.SGD","TC","LU0889565833.HKD","SGXZ31699556.SGD","BK4535","LU0823421416.USD","LU0719512351.SGD","LU2264538146.SGD","IE00BJJMRX11.SGD","LU0545039389.USD","BK4579","HK0000306685.HKD","LU0689472784.USD","LU2750360997.AUD","LU1791710400.SGD","NVDA","LU1435385759.SGD","LU0345774631.USD","ASMU","IE00BKPKM429.USD","ANV","LU0823434740.USD","LU1868836757.USD","ASMH","IE000YTNTUN2.SGD","NVIW.SI","LU2237957902.USD","SG9999015986.USD","BK4503","LU0708994859.HKD","HK0000914686.HKD","LU2242649171.HKD","LU2357125470.USD","LU2896262040.SGD","IE0034235295.USD","LU0353189763.USD","LU0211327993.USD","IE00BMPRXR70.SGD","LU0868494617.USD","LU0053666078.USD","LU0143863784.USD","LU1127390331.HKD","IE00BHPRN162.USD","LU2250418816.HKD","LU1633808545.USD","LU0210533765.USD","LU2746668974.SGD","IE0034235303.USD","BK4534","NVDB","BK4614","LU2237438978.USD","LU0048584097.USD","BK4588","LU1282649067.USD","LU2471134796.USD","LU0417517546.SGD","SG9999014542.SGD","LU1642822529.SGD","SGXZ99366536.SGD","LU0788109477.HKD","BK4612","LU0215105999.USD","IE00BJJMRY28.SGD","LU0683600562.USD","LU0642271901.SGD","LU1623119135.USD","BK4009","IE00B1XK9C88.USD","LU0289960550.SGD","BK4533","LU1691799644.USD","LU1803068979.SGD","LU2663582299.SGD","LU0553294199.USD","LU1003077747.HKD","LU0868494708.USD","IE0009356076.USD","IE0004086264.USD","LU0320765059.SGD","IE00BK4W5L77.USD","LU2054465674.USD","LU2125154935.USD","LU2028103732.USD","IE00BYQQ9H92.USD","LU2089985449.USD","LU2361044949.HKD","LU0823434583.USD","LU1242518931.SGD","LU0011850046.USD","LU2860962120.EUR","LU1400636657.SGD","2NVD.UK","LU1791710582.SGD","LU1923622291.USD","LU0359201885.HKD","LU0266013472.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624912631","title":"大行评级丨德银：将应用材料和博通纳入未来12个月科技股首选名单","url":"https://stock-news.laohu8.com/highlight/detail?id=2624912631","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624912631?lang=zh_cn&edition=full","pubTime":"2026-04-03 10:27","pubTimestamp":1775183221,"startTime":"0","endTime":"0","summary":"德意志银行将应用材料和博通纳入未来12个月的科技股首选名单。分析师Melissa Weathers 表示，应用材料可望受惠于芯片产业近期走强，以及动态随机存取记忆体(DRAM)需求回温；另一项利多来自台积电资本支出大幅增加。台积电为应用材料设备主要客户之一，目前正于亚利桑那州与台湾扩建晶圆厂。就博通而言，其在AI相关半导体领域(包括网络与运算) 均展现强劲动能，目前公司已确认六家客户，预计2027会计年度AI芯片营收可突破1,000亿美元。德银同时将以下公司纳入科技首选名单：甲骨文、Spotify、T-Mobile US、Digital Realty Trust、Cellebrite DI。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260403/32123999.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["LU2543165471.USD","LU2244417387.USD","LU2213496289.HKD","LU1629891620.HKD","LU0234570918.USD","LU2271345857.HKD","LU0210533765.USD","LU2322448957.HKD","BK4515","LU2242650005.HKD","LU0006306889.USD","IE00B3S45H60.SGD","BK4147","LU1868836591.USD","LU2125154935.USD","LU2023251221.USD","LU0345769631.USD","SG9999002224.SGD","LU0553294199.USD","IE00BYV24P56.USD","AVL","BK4551","LU1823568750.SGD","LU0081259029.USD","LU1064131342.USD","LU2028103732.USD","LU1267930490.SGD","IE00BLSP4452.SGD","LU0097036916.USD","LU0154236417.USD","LU0943347566.SGD","LU2237957902.USD","LU2168564222.USD","SG9999001424.SGD","IE00BJJMRX11.SGD","LU1935043536.SGD","LU0345769128.USD","IE00BQXX3C00.GBP","LU0965509010.AUD","LU1720051017.SGD","LU0795875086.SGD","AVGW","LU1923623000.USD","LU2023250504.SGD","LU0965509101.SGD","LU2471134952.CNY","LU0238689110.USD","LU1989764664.SGD","IE0004445015.USD","LU2430703251.USD","BK4581","IE0009356076.USD","LU0689472784.USD","IE00BSNM7G36.USD","LU1934455863.HKD","SG9999002232.USD","LU0661504455.SGD","LU0949170426.SGD","LU2236285917.USD","LU1069344957.HKD","LU1551013425.SGD","LU1162221912.USD","LU2092937221.SGD","LU0057025933.USD","LU2430703095.HKD","BK1147","LU0069063385.USD","LU2264538146.SGD","LU0106261372.USD","BK4533","IE00BMPRXQ63.HKD","IE00BZ1G4Q59.USD","LU2272731600.USD","LU1280957306.USD","LU1989772923.USD","LU1720051108.HKD","LU1366192091.USD","IE00B775SV38.USD","IE00BBT3K403.USD","LU1803068979.SGD","LU2347655156.SGD","LU2237443895.HKD","IE00BQXX3F31.USD","SG9999015986.USD","LU0079474960.USD","LU1852331112.SGD","LU0157215616.USD","IE00B4JS1V06.HKD","LU2860962120.EUR","LU1935042488.USD","LU0965509283.SGD","SG9999003800.SGD","LU2357305700.SGD","LU1934455194.USD","LU2750360641.GBP","LU1721428933.USD","SPOT","LU2764263203.CNY","LU1868836914.USD","LU1316542783.SGD","LU2089985449.USD","LU2361044865.SGD","IE00BDGV0183.EUR","IE00BJTD4V19.USD","LU0225283273.USD","LU0323591593.USD","LU0726765562.USD","LU2505996509.AUD","LU0795875169.SGD","LU1815336760.USD","LU1670627923.USD","LU0689626769.HKD","LU0354030438.USD","LU0211328371.USD","AVGU","LU0345770993.USD","LU0444973449.USD","LU1691799644.USD","IE00BGHQF631.EUR","LU0056508442.USD","IE00BJJMRY28.SGD","LU2265009873.SGD","LU0965508806.USD","LU0985320562.USD","IE0004445239.USD","LU0348723411.USD","LU0868494617.USD","LU2237957811.SGD","LU2720916845.USD","LU0472753341.HKD","LU1804176565.USD","LU0444971666.USD","IE00B5949003.HKD","LU0719512351.SGD","LU2168564149.EUR","LU2237443382.USD","LU2242649171.HKD","DB","LU0957808578.USD","IE00BWXC8680.SGD","LU2237443622.USD","LU2298321311.HKD","IE00BJLML261.HKD","LU0942090050.USD","BK4543","LU1670711123.USD","LU0289961442.SGD","LU0158827948.USD","LU0476273544.USD","IE00BMCWC346.EUR","LU0820561909.HKD","LU1037948897.HKD","LU2746668974.SGD","LU1046421795.USD","LU2054465674.USD","IE00BZ9MQY76.HKD","LU2462157665.USD","BK4598","LU2108987350.USD","LU1244550577.SGD","BK4518","LU1992135399.USD","LU2756315318.SGD","LU1670628061.USD","LU0158827781.USD","LU0124676726.USD","LU0979878070.USD","LU1732800096.USD","LU0061474960.USD","LU0011850046.USD","IE00BKPKM429.USD","LU2087625088.SGD","IE00B1BXHZ80.USD","LU1732799900.SGD","IE00BN8TJ469.HKD","LU0096362180.USD","IE0034235303.USD","LU2360032135.SGD","LU1145028129.USD","LU2764263039.SGD","LU2360106780.USD","IE00BFSS8Q28.SGD","LU1642822529.SGD","LU2286300806.USD","LU2746668461.USD","LU2065171402.SGD","LU2237438978.USD","BK4566","IE00BKDWB100.SGD","LU1989772840.SGD","LU2473716301.USD","LU1989764748.USD","BK4588","LU0127658192.USD","LU2458330169.SGD","LU1366333091.USD","LU2430703178.SGD","LU1244550221.USD","LU0545039389.USD","IE0001KFT4U8.USD","LU0198837287.USD","SGXZ99366536.SGD","LU0823434740.USD","TMUS","IE00BVYPNW00.USD","SGXZ51526630.SGD","LU0109391861.USD","LU0345768153.USD","LU1127390331.HKD","BK4519","LU2896262040.SGD","LU0256863902.USD","LU0320765059.SGD","LU0784383803.USD","LU1974910355.USD","IE00BVYPNV92.GBP","IE00BVYPNP33.GBP","LU0347712357.USD","04336","IE00B775H168.HKD","IE00BLSP4239.USD","LU2237443465.HKD","BK4516","LU0096364046.USD","LU2403377893.USD","LU2168564495.EUR","IE00BGHQDM52.EUR","LU0187121727.USD","LU0868494708.USD","LU0784385170.HKD","LU2065171311.SGD","LU1244550494.USD","LU2458330243.SGD","LU2463028550.USD","LU0061475181.USD","IE00BQXX3D17.EUR","LU0203345920.USD","LU2420271590.USD","IE00B1XK9C88.USD","LU1003077747.HKD","LU1814569148.SGD","LU0082616367.USD","LU0784385840.USD","LU0820562030.AUD","IE00BMPRXR70.SGD","LU1242518857.USD","IE00B3PB1722.GBP","LU0912757837.SGD","AVGX","LU0820561818.USD","LU0203201768.USD","BK4554","LU2602419157.SGD","LU0889565833.HKD","LU0345768740.USD","LU2133065610.SGD","LU2361045086.USD","LU0784384876.USD","LU2237443978.SGD","LU0642271901.SGD","LU1548497426.USD","SG9999004303.SGD","LU2041044095.USD","LU1267930813.SGD","LU0203347892.USD","IE00BKVL7J92.USD","LU2211815571.USD","BK4141","IE00B19Z9P08.USD","LU1951198990.SGD","LU0256863811.USD","IE00BFSS7M15.SGD","LU2272731865.HKD","LU1712237335.SGD","LU1992135472.HKD","LU2764262908.HKD","LU2355687059.USD","LU0511384066.AUD","LU0640476718.USD","LU0053666078.USD","LU0889566641.SGD","LU0170899867.USD","LU1914381329.SGD","LU0672654240.SGD","LU0289739343.SGD","LU2063271972.USD","LU0417517546.SGD","LU0048584097.USD","LU2750360997.AUD","LU2237443549.SGD","SG9999015952.SGD","LU1232071149.USD","IE00B42XCP33.USD","IE00B19Z9Z06.USD","LU1868837300.USD","IE00BD6J9T35.USD","LU0203202063.USD","LU0210536198.USD","SGXZ23171101.USD","LU0738911758.USD","LU1934455277.USD","LU2756315664.SGD","LU0792757196.USD","BK4534","LU2931357623.SGD","LU0215105999.USD","LU1551013342.USD","LU0964807845.USD","LU2471134796.USD","LU0708995401.HKD","LU1917777945.USD","LU1815333072.USD","LU0080751232.USD","LU0310799852.SGD","LU2487616109.SGD","BK4612","LU2505996681.GBP","LU2417539215.USD","LU2456880835.USD","LU2592432038.USD","AVGG","IE00BJTD4N35.SGD","LU2471134523.USD","BK4605","LU2168564065.EUR","SG9999015978.USD","LU0210528500.USD","LU1935043023.USD","LU1674673428.USD","LU2471134879.HKD","BK4512","LU2065170008.USD","LU2023250330.USD","LU0683600562.USD","LU0786609619.USD","IE00B7KXQ091.USD","LU0274383776.USD","IE00BVYPNQ40.USD","LU1153585028.USD","LU2413666426.HKD","LU0353189763.USD","LU1301847155.USD","LU2361044949.HKD","LU2347655073.USD","LU1988902786.USD","SG9999015945.SGD","LU0353189680.USD","LU0823434583.USD","LU1778281490.HKD","IE0005OL40V9.USD","LU2322448791.USD","LU2125154778.USD","LU2272731782.SGD","IE00BMPRXN33.USD","IE0034235188.USD","LU2360108059.USD","LU0211327993.USD","LU0466842654.USD","LU0234572021.USD","LU1323610961.USD","LU1935042215.USD","LU2089283258.USD","LU2089284900.SGD","AVS","IE00B894F039.SGD","LU2106854487.HKD","LU0320765646.SGD","LU1037948541.HKD","LU2247934214.USD","BK4567","SGXZ81514606.USD","LU1670711040.USD","LU1989773731.SGD","LU1623119135.USD","LU1670710588.SGD","GB00BDT5M118.USD","IE00BK4W5L77.USD","LU0787776722.HKD","IE00BK4W5M84.HKD","LU0251132253.USD","LU0957791311.USD","AMAT","LU2083900584.USD","LU0861579265.USD","BK4575","LU2168563687.JPY","LU0354030511.USD","LU2065169927.USD","AVGO","LU2023250843.SGD","LU2111349929.HKD","LU2279689827.SGD","LU0949170772.SGD","SG9999001440.SGD","LU0109392836.USD","LU1674673691.USD","LU1035775433.USD","LU1935042991.SGD","LU1951200564.SGD","SG9999011175.SGD","BK4585","DLR","LU0316494557.USD","LU0345770308.USD","LU1267930730.SGD","ORCL","LU1989763005.USD","LU1242518931.SGD","LU1868837136.USD","LU2211814178.USD","LU2250418816.HKD","LU2461242641.AUD","LU1868836757.USD","LU2413666699.HKD","IE00BN29S564.USD","LU1670710661.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624250725","title":"半导体早参 | DRAM价格预计Q2继续上涨；韩国3月份半导体出口额同比猛增151.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2624250725","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624250725?lang=zh_cn&edition=full","pubTime":"2026-04-02 09:17","pubTimestamp":1775092670,"startTime":"0","endTime":"0","summary":"2026年4月1日，沪指涨1.46%，报收3948.55点；深成指涨1.70%，报收13706.52点；创业板指涨1.96%，报收3247.52点。科创半导体ETF（588170）涨2.21%，半导体设备ETF华夏（562590）涨1.56%。隔夜外盘：截至收盘，道琼斯工业平均指数涨0.48%；纳斯达克综合指数涨0.31%；标准普尔500种股票指数涨0.72%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604023692894617.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604023692894617.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["NXPI","BK4535","588170","ARM","BK4588","MCHP","SOX","TSM","BK4585","562590","AMAT","04336","MU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109999780","title":"异动解读 | 财报超预期且AI需求强劲，应用材料盘中大涨5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109999780","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1109999780?lang=zh_cn&edition=full","pubTime":"2026-04-02 01:23","pubTimestamp":1775064190,"startTime":"0","endTime":"0","summary":"应用材料（AMAT）今日盘中大涨5.02%，引起了市场的广泛关注。消息面上，公司近期公布的财报超出市场预期，且对下一季度及整个日历年的业绩指引显著高于分析师共识。这一强劲预测主要基于半导体行业日益增长的需求，尤其是来自人工智能（AI）领域的需求，如高带宽内存（HBM）和先进封装技术，应用材料在这些领域提供关键的制造设备和解决方案。此外，金融分析师的积极情绪也起到了推动作用，众多分析师重申了“买入”评级并上调了目标股价。同时，公司近期与美国商务部就监管调查达成和解，有效消除了曾令投资者担忧的监管不确定性，进一步提振了市场信心。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1180302844","title":"异动解读 | 美银上调预期叠加业绩利好，应用材料盘中大涨5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180302844","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1180302844?lang=zh_cn&edition=full","pubTime":"2026-04-01 03:03","pubTimestamp":1774983809,"startTime":"0","endTime":"0","summary":"应用材料（AMAT）今日盘中股价大涨5.03%，表现显著强于大盘。消息面上，美国银行最新报告上调了芯片设备支出预期，并将应用材料列为该领域的首选股，增强了市场对行业及公司前景的信心。同时，公司近期公布的2026财年第一季度业绩优于预期，并预计全年增长将超过20%，管理层对业绩的乐观展望提振了投资者情绪。此外，应用材料宣布将季度现金股息调升15%，彰显了其稳健的财务状况与回报股东的承诺。多家分析师随后调升了该股评级，而机构投资者也在近期增持或新建仓位，共同推动了股价的强势上涨。公司在人工智能领域的战略布局与关键合作伙伴关系，也被视为其长期增长的重要驱动力。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623930563","title":"美银上调芯片设备支出预期 应用材料(AMAT.US)与泛林集团(LRCX.US)稳居首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=2623930563","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623930563?lang=zh_cn&edition=full","pubTime":"2026-03-31 14:36","pubTimestamp":1774938968,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，应用材料和泛林集团仍然是美国银行在半导体设备领域的首选股，因为该银行现在认为设备支出将继续增长。Arya目前预计，2026年芯片设备支出将达到1400亿美元，2027年将达到1710亿美元，2028年将达到1930亿美元，而此前的预测分别为1310亿美元、1500亿美元和1550亿美元。Arya深入分析后表示，3纳米制程领域竞争激烈，英伟达的Rubin芯片要与AMD的MI350X和MI400X、谷歌的TPU v7以及亚马逊的Trainium 3芯片展开竞争。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1422844.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999002224.SGD","IE00B5949003.HKD","LU1069344957.HKD","SG9999001424.SGD","IE00BFSS7M15.SGD","LU0792757196.USD","LU1267930813.SGD","IE00BJJMRX11.SGD","LU1046421795.USD","BK4519","LU1674673428.USD","BK4543","LU0476273544.USD","IE0009356076.USD","LU0417517546.SGD","LU0056508442.USD","GB00BDT5M118.USD","LU1035773651.USD","LU1153585028.USD","LU0096362180.USD","LU1720051108.HKD","LU0082616367.USD","SG9999002232.USD","LU2023250504.SGD","LU0868494617.USD","LU0957791311.USD","IE00BQXX3C00.GBP","LU1868837136.USD","BK4518","LU1815336760.USD","LU0823434740.USD","BK4535","LU0354030511.USD","LU1823568750.SGD","LU2458330169.SGD","IE00B775H168.HKD","LU0719512351.SGD","IE0004445015.USD","LU0661504455.SGD","LU0444971666.USD","BK4534","LU0347712357.USD","LU1670627923.USD","LU2360106780.USD","LU1235294995.USD","LU1670628061.USD","LU1778281490.HKD","LU0157215616.USD","LU0256863902.USD","LU0545039389.USD","IE0005OL40V9.USD","LU1642822529.SGD","LU1721428933.USD","LU1366333091.USD","BK4585","LU0158827948.USD","LU0011850046.USD","LU0823434583.USD","LU2250418816.HKD","LU1003077747.HKD","LU0187121727.USD","LU0354030438.USD","LU1069347547.HKD","LU0109392836.USD","04336","IE00BQXX3D17.EUR","LU2089283258.USD","LU0738911758.USD","IE00BQXX3F31.USD","LU2931357623.SGD","LU2244417387.USD","LU2458330243.SGD","LU0081259029.USD","LU0949170772.SGD","LU2413666426.HKD","LU2023250843.SGD","BK4588","IE00B7KXQ091.USD","IE00BFSS8Q28.SGD","LU0158827781.USD","LU2413666699.HKD","LU0061474960.USD","LU1720051017.SGD","IE00BSNM7G36.USD","LU0957808578.USD","BK4516","LU1803068979.SGD","IE00B4JS1V06.HKD","LU1989773731.SGD","IE00BD6J9T35.USD","LU1852331112.SGD","LU0348723411.USD","LU0061475181.USD","LU2028103732.USD","LU0274383776.USD","IE00B1BXHZ80.USD","LRCU","LU1989763005.USD","LU2089985449.USD","LU1974910355.USD","LU1674673691.USD","LU1868837300.USD","LU0553294199.USD","LU0096364046.USD","LU0238689110.USD","BK4551","LU1548497426.USD","IE00BN29S564.USD","LU1868836757.USD","LU2271345857.HKD","LU1868836591.USD","LU0889565833.HKD","LU0942090050.USD","LU0889566641.SGD","LU0079474960.USD","LU1917777945.USD","LU0868494708.USD","LU2111349929.HKD","LRCX","LU0444973449.USD","LU1868836914.USD","LU2023251221.USD","BK4147","LU2357305700.SGD","BK4533","LU0256863811.USD","LU2106854487.HKD","LU2089284900.SGD","LU1815333072.USD","BK4567","LU1035775433.USD","LU0097036916.USD","IE00BJJMRY28.SGD","BK4581","AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1199428643","title":"美股半导体板块普跌！拉姆研究跌近7%，应用材料、泰瑞达跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199428643","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1199428643?lang=zh_cn&edition=full","pubTime":"2026-03-26 22:09","pubTimestamp":1774534180,"startTime":"0","endTime":"0","summary":"3月26日，美股半导体板块普跌，$拉姆研究(LRCX)$跌近7%，$应用材料(AMAT)$、$泰瑞达(TER)$跌超5%，$科磊(KLAC)$跌超4%，$英特尔(INTC)$、$阿斯麦(ASML)$、$台积电(TSM)$跌超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0942090050.USD","IE0005OL40V9.USD","LU0444971666.USD","LU0354030511.USD","LU1778281490.HKD","BK4543","LU2089284900.SGD","IE00B5949003.HKD","BK4581","BK4548","SG9999002232.USD","LU0476273544.USD","LU0061475181.USD","IE00BQXX3C00.GBP","LU0889565833.HKD","LU1366333091.USD","LU0957808578.USD","IE0009356076.USD","LU1815333072.USD","IE0004445015.USD","IE00B775H168.HKD","LU0081259029.USD","BK4519","LU1720051108.HKD","LU2023250843.SGD","LU0079474960.USD","GB00BDT5M118.USD","LU0348723411.USD","LU1674673691.USD","LRCX","LU0868494708.USD","IE00BQXX3F31.USD","LU0158827948.USD","LU2360106780.USD","LU1069344957.HKD","LU2089985449.USD","LU1852331112.SGD","IE00BFSS7M15.SGD","LU0157215616.USD","LU1720051017.SGD","BK4535","LU0792757196.USD","LU1989763005.USD","BK4534","LU1035773651.USD","LU0553294199.USD","LU1974910355.USD","LU1670627923.USD","LU1868836757.USD","LU2089283258.USD","LU0096364046.USD","LU2931357623.SGD","BK4567","LU2111349929.HKD","LU0187121727.USD","VGT","LU1868836914.USD","IE00B1BXHZ80.USD","LU1989773731.SGD","LU0274383776.USD","BK4551","LU2106854487.HKD","LU2458330169.SGD","SG9999001424.SGD","LU0082616367.USD","LU2357305700.SGD","LU0823434740.USD","LU0661504455.SGD","159582","BK4533","LU0109392836.USD","LU0347712357.USD","IE00BN29S564.USD","LU1069347547.HKD","LU2023250504.SGD","LU0949170772.SGD","LU2413666426.HKD","LU0444973449.USD","SMH","IE00B7KXQ091.USD","LU1267930813.SGD","LU1868837300.USD","LU0256863902.USD","LU1868836591.USD","LU0354030438.USD","LU1235294995.USD","IE00BD6J9T35.USD","LRCU","BK4516","IE00BSNM7G36.USD","LU0097036916.USD","LU2023251221.USD","LU1917777945.USD","IE00BFSS8Q28.SGD","IE00BJJMRY28.SGD","LU1035775433.USD","LU2271345857.HKD","LU0889566641.SGD","BK4588","LU0957791311.USD","LU1721428933.USD","LU1868837136.USD","LU0056508442.USD","LU0256863811.USD","LU1670628061.USD","LU0417517546.SGD","SOXL","LU0719512351.SGD","LU1548497426.USD","IE00B4JS1V06.HKD","LU0238689110.USD","IE00BQXX3D17.EUR","LU1674673428.USD","LU0545039389.USD","USD","LU2028103732.USD","IE00BN0W2T93.GBP","LU2244417387.USD","LU2413666699.HKD","SOXQ","LU0061474960.USD","LU1861558580.USD","IE00BJJMRX11.SGD","LU1823568750.SGD","BK4518","LU2250418816.HKD","LU1153585028.USD","BK4147","BK4585","LU1003077747.HKD","IE00BN0W2W23.USD","LU1642822529.SGD","LU1803068979.SGD","LU0868494617.USD","AMAT","LU0096362180.USD","LU1815336760.USD","LU0011850046.USD","TERG","IE00BN0W2V16.EUR","LU1046421795.USD","LU0158827781.USD","SG9999002224.SGD","LU0823434583.USD","SOXS","TER","LU0738911758.USD","LU2458330243.SGD","SOXX","LU1861559042.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155579111","title":"美股半导体设备概念股盘中集体走强！泰瑞达涨超7%，应用材料、科磊涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155579111","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1155579111?lang=zh_cn&edition=full","pubTime":"2026-03-24 23:28","pubTimestamp":1774366095,"startTime":"0","endTime":"0","summary":"3月24日，美股半导体设备概念股盘中集体走强，$泰瑞达(TER)$涨超7%，$应用材料(AMAT)$、$科磊(KLAC)$涨超4%，$拉姆研究(LRCX)$、$泰科电子(TEL)$涨超3%，$阿斯麦(ASML)$涨近3%。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0942090050.USD","LU0444971666.USD","LU0354030511.USD","LU1778281490.HKD","BK4543","LU2089284900.SGD","IE00B5949003.HKD","BK4581","BK4548","SG9999002232.USD","LU0476273544.USD","LU0061475181.USD","IE00BQXX3C00.GBP","LU0889565833.HKD","LU1923623000.USD","LU0957808578.USD","IE0009356076.USD","LU1815333072.USD","LU2290526834.HKD","LU0081259029.USD","BK4519","LU2023250843.SGD","LU0079474960.USD","LU2360032135.SGD","GB00BDT5M118.USD","LU2125154935.USD","LU0348723411.USD","LU1674673691.USD","LU1951200564.SGD","LU0868494708.USD","IE00BQXX3F31.USD","LU0158827948.USD","LU1069344957.HKD","LU2089985449.USD","BK4535","LU0792757196.USD","LU0170899867.USD","LU1989763005.USD","BK4534","LU2089283258.USD","LU0553294199.USD","LU1974910355.USD","LU1868836757.USD","LU2931357623.SGD","LU0096364046.USD","LU2125154778.USD","BK4567","LU2111349929.HKD","LU0187121727.USD","VGT","LU0314104364.USD","LU1868836914.USD","LU1989773731.SGD","LU0274383776.USD","LU2106854487.HKD","LU2458330169.SGD","SG9999001424.SGD","LU0661504455.SGD","LU1861220033.SGD","159582","BK4533","LU0109392836.USD","LU0347712357.USD","LU2023250504.SGD","LU0949170772.SGD","LU2413666426.HKD","LU0444973449.USD","SMH","KLAG","LU1868837300.USD","LU1267930813.SGD","LU1868836591.USD","LU0354030438.USD","IE00BD6J9T35.USD","BK4516","IE00BSNM7G36.USD","LU2023251221.USD","LU1917777945.USD","LU1035775433.USD","LU2271345857.HKD","LU0889566641.SGD","BK4588","LU0957791311.USD","LU1721428933.USD","LU1868837136.USD","SOXL","KLAC","LU2237438978.USD","IE0008368304.USD","LU0238689110.USD","IE00BQXX3D17.EUR","LU1674673428.USD","LU0545039389.USD","USD","LU2028103732.USD","SOXX","IE00BN0W2T93.GBP","LU2244417387.USD","LU2413666699.HKD","LU0061474960.USD","LU1861558580.USD","LU1823568750.SGD","BK4518","LU1153585028.USD","BK4147","BK4585","LU1003077747.HKD","IE00BN0W2W23.USD","LU1642822529.SGD","LU1803068979.SGD","LU0868494617.USD","AMAT","LU0096362180.USD","LU1815336760.USD","LU0011850046.USD","LU1951198990.SGD","LU1861215975.USD","TERG","IE00BN0W2V16.EUR","LU1046421795.USD","LU0158827781.USD","SG9999002224.SGD","SOXS","TER","LU0738911758.USD","LU2458330243.SGD","LU2360107168.USD","LU1861559042.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1153382213","title":"马斯克推进“Terafab”愿景，这些芯片股有望成为赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=1153382213","media":"老虎资讯综合","labels":["SGX","event"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1153382213?lang=zh_cn&edition=full","pubTime":"2026-03-24 15:31","pubTimestamp":1774337471,"startTime":"0","endTime":"0","summary":"马斯克宣布在奥斯汀建造年产1太瓦计算能力的Terafab芯片工厂，计划自研芯片。分析师认为，ASML、KLA、应用材料等半导体设备商将成为主要受益者。然而，该项目面临巨额资金需求（预计5万亿至13万亿美元）、建设周期长等现实挑战，目前更多停留在炒作阶段。尽管短期内不确定性较高，但长期来看，半导体设备股被视为马斯克芯片计划的重要期权。","market":"us","thumbnail":"https://static.tigerbbs.com/25938de6d968b35e73bf3575f330760e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/25938de6d968b35e73bf3575f330760e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"SGX,event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TER","ASML","KLAC","TEL","LRCX","AMAT","TSLA"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1108669047","title":"海德堡材料拟大幅削减斯科夫德水泥厂熟料产能","url":"https://stock-news.laohu8.com/highlight/detail?id=1108669047","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1108669047?lang=zh_cn&edition=full","pubTime":"2026-03-19 21:43","pubTimestamp":1773927813,"startTime":"0","endTime":"0","summary":"海德堡材料集团正考虑对其位于瑞典的斯科夫德水泥厂实施重大产能调整，计划显著缩减熟料生产规模。该集团表示，自2027年起，斯科夫德生产基地的业务重心将转向终端水泥产品的制造。\n此次战略调整标志着海德堡材料在生产布局上的重新定位。通过聚焦最终产品环节，企业旨在优化资源配置并提升运营效率。该决策反映出建材行业应对市场供需变化的适应性举措。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0096362180.USD","LU0868494617.USD","LU1974910355.USD","LU2089284900.SGD","LU0444971666.USD","LU0792757196.USD","LU1035775433.USD","LU0942090050.USD","LU0347712357.USD","BK4516","LU0238689110.USD","IE00BQXX3F31.USD","LU1989773731.SGD","IE0009356076.USD","LU1815333072.USD","LU1868836914.USD","LU1823568750.SGD","LU0868494708.USD","LU1674673428.USD","IE00BQXX3C00.GBP","LU0476273544.USD","LU0957791311.USD","LU2106854487.HKD","LU1989763005.USD","LU2089985449.USD","LU1917777945.USD","SG9999001424.SGD","BK4518","LU0738911758.USD","LU0348723411.USD","LU1267930813.SGD","LU2028103732.USD","LU2089283258.USD","LU0889566641.SGD","BK4567","LU0079474960.USD","LU0081259029.USD","LU0061474960.USD","LU0354030511.USD","IE00BD6J9T35.USD","BK4519","BK4534","IE00BQXX3D17.EUR","LU1778281490.HKD","LU1803068979.SGD","LU0545039389.USD","LU2413666426.HKD","LU2458330243.SGD","LU1868836591.USD","BK4543","GB00BDT5M118.USD","AMAT","LU1642822529.SGD","LU1868836757.USD","LU0096364046.USD","SG9999002224.SGD","LU0011850046.USD","IE00B5949003.HKD","BK4588","LU0354030438.USD","LU1153585028.USD","LU0444973449.USD","LU0158827948.USD","LU0889565833.HKD","LU2271345857.HKD","LU1868837136.USD","LU2023250504.SGD","BK4585","LU1069344957.HKD","LU2413666699.HKD","LU1868837300.USD","LU0158827781.USD","LU0949170772.SGD","LU1046421795.USD","LU1674673691.USD","LU0061475181.USD","LU0957808578.USD","LU1815336760.USD","LU2111349929.HKD","LU0274383776.USD","LU0109392836.USD","BK4147","IE00BSNM7G36.USD","LU2023250843.SGD","LU0553294199.USD","LU2931357623.SGD","LU0661504455.SGD","LU2023251221.USD","LU1003077747.HKD","BK4533","LU1721428933.USD","SG9999002232.USD","LU2458330169.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619673116","title":"深夜美股芯片股全线大涨，中概股强势拉升，迅雷涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2619673116","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619673116?lang=zh_cn&edition=full","pubTime":"2026-03-13 23:03","pubTimestamp":1773414185,"startTime":"0","endTime":"0","summary":"北京时间3月13日晚，美股三大指数集体高开，截至22时05分，纳指涨0.78%，道指涨0.70%，标普500指数涨0.77%。大型科技股涨跌不一，英伟达涨约1%，谷歌、特斯拉等小幅上涨。Meta开盘跌3%，截至发稿跌幅收窄至2%左右。费城半导体指数开盘后迅速拉升，现上涨约2%。美光科技涨超5%，闪迪涨超3%，应用材料、NOVA、迈威尔科技涨超2%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603133671868322.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603133671868322.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4585","BK4023","CWEB","MCHI","BK4614","XNET","BK4588","NVMI","BK4535","01698","BK4504","LU0963586101.USD","NIO.SI","09888","HUYA","AMAT","ASHS","DRAG","TME","04336","ASHR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2619110190","title":"半导体设备生变在即! 应用材料与泛林围猎Besi 欲拿下卡着AI与存储脖子的“混合键合”","url":"https://stock-news.laohu8.com/highlight/detail?id=2619110190","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619110190?lang=zh_cn&edition=full","pubTime":"2026-03-13 21:06","pubTimestamp":1773407183,"startTime":"0","endTime":"0","summary":"应用材料此前于2025年4月收购了BE Semiconductor 约9%的股份。这项技术卡着AI芯片与存储芯片的“脖子”先进封装已成为驱动算力持续提升的“后摩尔时代”新引擎，键合技术的性能直接决定了集成系统的上限。全球半导体设备行业格局即将生变应用材料与泛林抢购BE Semiconductor这件事的本质不是普通并购，而是谁能抢下AI时代最稀缺的封装“瓶颈设备控制权”。如果最终由应用材料或泛林其中一家拿下Besi，意味着整个半导体设备行业格局将发生重大变化。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1413874.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4534","LU0889565833.HKD","BK4519","LU1868837300.USD","IE00BQXX3D17.EUR","LU1642822529.SGD","BK4585","LU2458330243.SGD","LU1046421795.USD","LU0476273544.USD","LU1868836757.USD","BK4588","LU1917777945.USD","SG9999002224.SGD","BK4533","BK4535","BK4518","LU0109392836.USD","LU2089283258.USD","LU0792757196.USD","LU1868836591.USD","LU2931357623.SGD","LU0158827948.USD","LU0081259029.USD","LRCX","LU0444973449.USD","SG9999001424.SGD","LU1267930813.SGD","LU0889566641.SGD","IE00BQXX3C00.GBP","IE00B5949003.HKD","LU1989773731.SGD","LU2111349929.HKD","LU0354030438.USD","LU0061474960.USD","LU0444971666.USD","LU1974910355.USD","LU0158827781.USD","LU0949170772.SGD","LU0061475181.USD","LU0957791311.USD","LU0096364046.USD","LU2106854487.HKD","04336","LU1069344957.HKD","LU1035775433.USD","LU2023250504.SGD","BK4147","GB00BDT5M118.USD","LU0942090050.USD","LU0096362180.USD","LU0553294199.USD","LU0079474960.USD","LU0011850046.USD","LU0661504455.SGD","IE0009356076.USD","SG9999002232.USD","LU2413666699.HKD","LU1153585028.USD","LU0868494617.USD","LU2413666426.HKD","LU2089284900.SGD","LU1989763005.USD","AMAT","LU2089985449.USD","BK4543","LU1803068979.SGD","LU1778281490.HKD","LU2271345857.HKD","LU0274383776.USD","LU1674673691.USD","LU1674673428.USD","LU2023250843.SGD","LU0868494708.USD","LU1823568750.SGD","LU0738911758.USD","LU0238689110.USD","IE00BQXX3F31.USD","IE00BD6J9T35.USD","LU2023251221.USD","BK4567","LU1815333072.USD","LU0354030511.USD","LU2458330169.SGD","BK4516","LU0957808578.USD","LU1003077747.HKD","LU0545039389.USD","LU1868836914.USD","LU0347712357.USD","LU1815336760.USD","LU1721428933.USD","LU1868837136.USD","IE00BSNM7G36.USD","LU2028103732.USD","LU0348723411.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618190389","title":"半导体设备超级周期来袭! 应用材料(AMAT.US)联袂两大存储芯片巨头 掀起升级与扩产巨浪","url":"https://stock-news.laohu8.com/highlight/detail?id=2618190389","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618190389?lang=zh_cn&edition=full","pubTime":"2026-03-11 15:26","pubTimestamp":1773214007,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，全球最大规模半导体设备制造商之一应用材料与存储芯片领军者美光科技以及总部位于韩国的SK海力士于美东时间周二宣布，它们已经达成重大合作，将开发并构建DRAM、高带宽存储器以及数据中心NAND存储系统最前沿解决方案以及升级迭代路线，以全面提升存储芯片整体产能以及人工智能训练/推理系统的综合性能。AI算力与存储芯片需求野蛮扩张!","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1412589.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1035775433.USD","AMAT","LU2023251221.USD","IE00BQXX3C00.GBP","BK4585","BK4533","LU0061475181.USD","LU0889566641.SGD","LU2106854487.HKD","SG9999002224.SGD","LU1778281490.HKD","LU0158827781.USD","LU1721428933.USD","IE00BQXX3F31.USD","LU1003077747.HKD","LU0096362180.USD","LU0957808578.USD","LU1868837300.USD","IE00BD6J9T35.USD","LU2089284900.SGD","LU2413666699.HKD","LU0081259029.USD","LU1823568750.SGD","LU1989773731.SGD","LU1267930813.SGD","LU1868837136.USD","BK4567","LU1815333072.USD","LU0109392836.USD","IE00BQXX3D17.EUR","LU0011850046.USD","LU1868836914.USD","GB00BDT5M118.USD","LU0957791311.USD","LU2458330243.SGD","LU2028103732.USD","LU2271345857.HKD","LU0868494617.USD","LU0738911758.USD","IE00B5949003.HKD","IE00BSNM7G36.USD","BK4543","LU2089283258.USD","LU1046421795.USD","BK4519","LU0354030438.USD","LU0476273544.USD","LU2458330169.SGD","LU0348723411.USD","BK4588","BK4147","LU2089985449.USD","LU0949170772.SGD","LU0079474960.USD","LU0061474960.USD","LU1868836757.USD","LU0096364046.USD","LU0238689110.USD","LU1815336760.USD","SG9999001424.SGD","LU0354030511.USD","LU2111349929.HKD","04336","LU2931357623.SGD","LU1917777945.USD","LU1803068979.SGD","LU2413666426.HKD","LU2023250843.SGD","LU1674673691.USD","LU0942090050.USD","LU0553294199.USD","LU0158827948.USD","BK4516","LU0545039389.USD","LU1069344957.HKD","LU2023250504.SGD","LU1974910355.USD","LU0444971666.USD","LU1989763005.USD","LU0444973449.USD","SG9999002232.USD","LU1868836591.USD","LU1674673428.USD","BK4535","LU0274383776.USD","LU0347712357.USD","LU0868494708.USD","LU1642822529.SGD","LU0661504455.SGD","IE0009356076.USD","BK4518","LU0792757196.USD","LU1153585028.USD","BK4534"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2618995553","title":"应用材料携手美光与SK海力士，共同开发AI存储器芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2618995553","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618995553?lang=zh_cn&edition=full","pubTime":"2026-03-11 09:11","pubTimestamp":1773191516,"startTime":"0","endTime":"0","summary":null,"market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["BK4534","LU0889565833.HKD","04336","LU0642271901.SGD","LU1815333072.USD","LU0157215616.USD","IE00B19Z3B42.SGD","LU2023251221.USD","BK4141","LU2271345857.HKD","LU2413666699.HKD","LU0738911758.USD","LU0127658192.USD","LU1069344957.HKD","BK4567","BK4516","LU2054465674.USD","LU1642822529.SGD","LU0011850046.USD","LU1046421795.USD","SG9999002224.SGD","LU0957791311.USD","LU1778281490.HKD","LU1674673428.USD","SG9999001424.SGD","LU1815336760.USD","LU2458330169.SGD","BK4512","LU1868836914.USD","BK4585","LU1323610961.USD","LU2111349929.HKD","LU0889566641.SGD","LU0545039389.USD","LU0096364046.USD","LU1153585028.USD","BK4532","LU0354030511.USD","LU0203347892.USD","LU0792757196.USD","LU1868836757.USD","LU1974910355.USD","LU1868836591.USD","LU2048586759.USD","LU0079474960.USD","LU0203345920.USD","LU2360106780.USD","LU1035775433.USD","LU1316542783.SGD","LU0868494617.USD","LU0081259029.USD","LU0942090050.USD","LU2023250504.SGD","IE00BD6J9T35.USD","LU0957808578.USD","LU0444973449.USD","LU0476273544.USD","LU0096362180.USD","IE00BQXX3D17.EUR","LU0061474960.USD","LU0444971666.USD","LU1852331112.SGD","BK4535","LU1989763005.USD","LU1917777945.USD","IE0009356076.USD","LU1803068979.SGD","LU0354030438.USD","MULL","LU0949170772.SGD","IE00B5949003.HKD","BK4554","IE00B19Z3581.USD","LU0109392836.USD","LU0347712357.USD","MU","LU0238689110.USD","BK4579","BK4588","LU1868837300.USD","IE00BQXX3C00.GBP","LU0348723411.USD","LU0158827948.USD","LU2089985449.USD","LU2413666426.HKD","LU2250418816.HKD","LU1823568750.SGD","IE0002270589.USD","BK4566","LU1267930813.SGD","LU0056508442.USD","LU1003077747.HKD","LU2089284900.SGD","LU1721428933.USD","BK4575","LU0158827781.USD","LU2931357623.SGD","LU0868494708.USD","MUU","SG9999002232.USD","IE00B7SZLL34.SGD","LU0553294199.USD","LU2089283258.USD","LU1989773731.SGD","LU2023250843.SGD","LU2458330243.SGD","MUD","BK4519","LU2286300806.USD","BK4147","BK4533","LU0061475181.USD","LU1868837136.USD","IE00BSNM7G36.USD","BK4518","LU2028103732.USD","GB00BDT5M118.USD","LU2106854487.HKD","LU2211815571.USD","AMAT","LU1366333091.USD","BK4527","LU0661504455.SGD","LU1674673691.USD","BK4543","LU0082616367.USD","LU0274383776.USD","LU0719512351.SGD","BK4553","LU0154236417.USD","BK4605","IE00BQXX3F31.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"websiteUrl":"http://www.appliedmaterials.com","stockEarnings":[{"period":"1week","weight":-0.0233},{"period":"1month","weight":0.1542},{"period":"3month","weight":0.2239},{"period":"6month","weight":0.6924},{"period":"1year","weight":1.6175},{"period":"ytd","weight":0.535}],"compareEarnings":[{"period":"1week","weight":0.0144},{"period":"1month","weight":0.1051},{"period":"3month","weight":0.0386},{"period":"6month","weight":0.0537},{"period":"1year","weight":0.296},{"period":"ytd","weight":0.0539}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"Applied Materials Inc是一家材料工程解决方案公司。该公司为半导体、显示器和相关行业提供设备、服务和软件。其业务分为三个部门：半导体系统、应用全球服务(AGS)和显示器。半导体系统部门设计、开发、制造和销售一系列主要为300毫米的设备，用于制造半导体芯片，也称为集成电路(IC)。AGS部门为全球客户制造厂提供服务、备件和工厂自动化软件。AGS部门还制造和销售200毫米和其他设备。显示器部门主要包括用于制造液晶显示器(LCD)、有机发光二极管(OLED)和其他显示技术的产品，用于电视、显示器、笔记本电脑、个人电脑(PC)、平板电脑、智能手机和其他面向消费者的设备。","yearOnYearQuotes":[{"month":1,"riseRate":0.630435,"avgChangeRate":0.077247},{"month":2,"riseRate":0.608696,"avgChangeRate":0.051836},{"month":3,"riseRate":0.521739,"avgChangeRate":0.012153},{"month":4,"riseRate":0.574468,"avgChangeRate":0.032762},{"month":5,"riseRate":0.630435,"avgChangeRate":0.045626},{"month":6,"riseRate":0.413043,"avgChangeRate":-0.01097},{"month":7,"riseRate":0.5,"avgChangeRate":0.026763},{"month":8,"riseRate":0.434783,"avgChangeRate":-0.006542},{"month":9,"riseRate":0.413043,"avgChangeRate":-0.026874},{"month":10,"riseRate":0.478261,"avgChangeRate":0.008469},{"month":11,"riseRate":0.630435,"avgChangeRate":0.047429},{"month":12,"riseRate":0.565217,"avgChangeRate":0.025921}],"exchange":"NASDAQ","name":"应用材料","nameEN":"Applied Materials"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"应用材料(AMAT)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供应用材料(AMAT)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"应用材料,AMAT,应用材料股票,应用材料股票老虎,应用材料股票老虎国际,应用材料行情,应用材料股票行情,应用材料股价,应用材料股市,应用材料股票价格,应用材料股票交易,应用材料股票购买,应用材料股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"应用材料(AMAT)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供应用材料(AMAT)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}