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AMAT 应用材料

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204.090
+6.180+3.12%

收盘价 05/03 16:00 (美东)

204.570
+0.480+0.24%

盘后 19:58 (美东)

1695.78亿总市值24.01市盈率TTM

应用材料股票讨论区

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Rockyturki

04/28 16:34

Random thoughts on semis:

1) There’s plenty of bad news within $英特尔(INTC.US)$ 's report, and recent news/reports about competitors ( $台积电(TSM.US)$ 's A16 commentary, reported demand for $英伟达(NVDA.US)$ 's Arm-powered GB200, reported IPC gains for $美国超微公司(AMD.US)$ 's Zen 5) don’t help matters either. But with the EV down to ~$170B, maybe we’re at the point where the stock could work again on an SOTP basis, at least for a trade, given the value of Intel’s assets/IP, som...

市场警报：AI巨头和美股指数出现看跌信号

PREMOSULTRAA

04/17 21:29

semiconductor world

1. $阿斯麦(ASML.US)$ | ASML Holding
• Chip Equipment Niche | Photolithography Monopoly
• Enterprise Value | $318.2B
• 2024 Key Metrics | 51x FCF; 34x EBITDA; 1% rev growth
• Competitive Advantage: They stand out as the sole supplier of extreme ultraviolet (EUV) lithography machines, a critical technology for manufacturing the most advanced semiconductor chips. Their market advantage is deeply rooted in this unique offering, which enables the production of smaller, more p...

RAY Chia

04/10 16:49

Another giant "crashed"?

Global chip leader $英特尔(INTC.US)$ foundry business suffered heavy losses, and its share price plunged over 13.5% in 4 trading days. Several analysts remain neutral on the stock, but have lowered their price targets.

Price volating and Intel's options trading are active. The day before yesterday, the total volume of its options reached $225,500, with 40.67% bearish and 59.33% bullish. It is worth noting that there was a large transaction of a put option with an exerci...

芯片大战：谁将重塑人工智能市场格局？

ecommerceshares

04/09 20:29

Applied Materials Reconsiders $4B Silicon Valley R&D Facility Amid Funding Shortfall

$应用材料(AMAT.US)$$美国超微公司(AMD.US)$$英特尔(INTC.US)$
👉 Key Highlights:
📍 Applied Materials may delay or cancel its $4 billion R&D facility in Silicon Valley.
📍 Lack of government funding cited as a key reason following the Chips and Science Act adjustments.
📍 Biden administration shifted focus from funding awards due to high demand, impacting subsidy plans.
📍 The bill, signed in August 2022, wa...

lady on street

04/09 18:31

$应用材料(AMAT.US)$ postphoned California R&D lab in news? really

SpyderCall

04/07 16:01

专栏Is Intel in Trouble?

$英特尔(INTC.US)$
Big Red Week for Intel
Intel experienced a sharp selloff last week after reporting billions in losses from its foundry business. Apparently, investors didn't like the headlines.
Head-and-Shoulders Pattern?
The selling corresponds with the price breaking down below the neck line of a head-and-shoulders pattern as well as a long-term Fib level. There was high volume associated with the selling. This adds validity to the bearishness. Bearish candlestick pattern...

英特尔2021Q1财报已出，哪些信息值得关注？

Cramer ETF

03/22 12:03

Cramer's Lightning Round: AMD is a buy

Super Micro Computer: "No, no, no, no. Look, I would rather buy Nvidia a hundred points higher than it is now than buy SMCI."$超微电脑(SMCI.US)$
Alibaba: "It's so hard...We're going to have to hold off until it goes under 70."
$阿里巴巴(BABA.US)$
Advanced Micro Devices: "I like AMD here. I think AMD has been in the penalty box long enough [buy, buy, buy!]."$美国超微公司(AMD.US)$
Applied Materials: "...It's at a high. I'd buy some and let it p...

lady on street

03/20 20:53

$应用材料(AMAT.US)$ coming big rally soon if captured AI technology

美投365

03/19 12:41

专栏大模型今日为大家点评以下精选股票

$安达保险(CB.US)$$英伟达(NVDA.US)$$Trane技术(TT.US)$$应用材料(AMAT.US)$$派克汉尼汾(PH.US)$$TransDigm(TDG.US)$$赛默飞世尔(TMO.US)$$亚马逊(AMZN.US)$$财捷(INTU.US)$$Phillips 66(PSX.US)$
TOP-1
股票代号：CB，公司名：Chubb Ltd
大模型投资评级：★★★★☆，排位变化：NEW
个股评估：
Chubb Ltd看到了超过34%的大幅年度增长，并且交易价格高于其50天和200天的均线，反映出强劲的正面动能。最近的市场表现以及其在保险行业的地位使其成为一个潜在更安全的投资选择。
TOP-2
股票代号：NVDA，公司名：NVIDIA Corp
大模型投资评级：★★★★☆，排位变化：NEW
个股评估：
英伟达（NVIDIA）展现出了令人瞩目的年度变化，实现了快速增长。高交易量可能表明市场对他们在人工智能、游戏和芯片领域战略定...

Rockyturki

03/13 21:34

In the semiconductor industry, four monopolistic equipment makers stand out as crucial for developing ever-smaller, more efficient chips -- here are the top 4 monopolies dominating this space 👇
1. $阿斯麦(ASML.US)$ - monopoly in lithography machines
2. $应用材料(AMAT.US)$ - makes machines across manufacturing process
3. $泛林集团(LRCX.US)$ - largest etching equipment provider
4. $科磊(KLAC.US)$ - dominates process diagnostics & control space

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