AMAT
NMS 股策精挑入选日 2026-07-07 · 入选 51 天资金风向证据链
核心候选 评分 84未来6-24个月的高概率主线不是泛AI概念，而是政府采购最先兑现的国防IT/导弹、电网与数据中心供电、以及CHIPS资金叠加HBM/先进封装的半导体设备与存储。
AI选股记录
AI事件选股 #1 评分 92 概率 66%这个股票来自自动 AI 选股池。以后只要 CLI 写入新的 ticker，这里会自动生成个股页面，不需要手工补页面。
判断：AI芯片、DRAM、HBM和先进封装需求正在扩大设备收入与利润率，公司同时上调2026年半导体系统收入预期，并预计2027年继续强劲增长。
基本信息
成交结构
基于近 60 日量价数据观察资金强弱。
交易信号历史
按时间回看该股票被模型捕捉到的买点信号。
| 信号日期 | 模型来源 | 评分/强度 | 信号价格 | 止损价 | 止盈价 | 当前表现 | 操作结论 |
|---|---|---|---|---|---|---|---|
| 2026-07-14 | 动量强势 | +37.6% | $575.39 | $519.72 | $686.74 | -17.3% | 可买入 |
| 2026-07-13 | 动量强势 | +42.2% | $602.50 | $530.20 | $747.10 | -21.0% | 可买入 |
| 2026-07-09 | 动量强势 | +33.8% | $570.50 | $519.72 | $672.07 | -16.6% | 可买入 |
| 2026-07-08 | 动量强势 | +33.2% | $554.50 | $519.72 | $624.07 | -14.2% | 可买入 |
| 2026-07-07 | 动量强势 | +53.3% | $592.79 | $569.08 | $640.21 | -19.7% | 可买入 |
| 2026-07-07 | 股策精挑 | 67 | $592.79 | $545.37 | $687.64 | -19.7% | 可买入 |
| 2026-05-20 | 股策精挑 | 60 | $406.91 | $378.18 | $464.37 | +17.0% | 可买入 |
公司简介
Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafers and chips, and other electronic devices. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.
