异动解读 | 应用材料遭大摩下调评级致股价盘中暴跌5%

异动解读12-06

应用材料公司(AMAT)股价今日盘中大跌5%,引发市场广泛关注。

造成大跌的原因主要是摩根士丹利(MS)将应用材料的股票评级从持股观望下调至减持,并将目标价从179美元下调至164美元。分析师认为,2025年将是半导体设备制造行业的"过渡年",晶圆厂设备支出将同比下降6%,终端需求放缓将拖累设备采购。

具体来看,摩根士丹利预计2025年DRAM相关支出将下降10%,NAND闪存相关支出预计增长22%,来自中国的设备支出预计将下降15%,逻辑芯片代工支出约降6%。分析师对英特尔和三星的代工前景持谨慎态度,预计其及台积电的资本支出将同比降2%。

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