$AMAT Applied Materials Inc.

The Real Investment Show发布 2026-09-23

《9-23-26 Q&A Wednesday: Rates, Risks, & Record Highs》

AMAT 正处于抛物线式上涨后的多年回调阶段；应以博取反弹、逢高获利了结的方式交易，并预计未来数年趋势向下。

好，Applied Materials。顺便说一句，这不是推荐。所以，偶尔做做这些没关系。不想每天都做，因为那样你们就会开始觉得这些都是推荐。所以，要小心。我们只是把当下脑子里在想的东西告诉你们。

All right. Applied materials. and not a recommendation by the way. So, don't mind doing these occasionally. Don't want to do these every day because al So, you guys will start thinking these are all recommendations.

So, be careful. We're just kind of giving you top of the the mind what we're thinking here.

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Parkev Tatevosian, CFA发布 2026-09-19

《Massive Update for Applied Materials Stock Investors! | AMAT Stock Analysis》

$AMAT看涨

基于估值折价与基本面强劲，AMAT 被上调至买入，但信心程度较低。

由于人工智能驱动的基础设施竞赛，Applied Materials 正面临需求增长。该公司宣布，在最近一个财季营收同比增长 25%，并预计下一季度增速将加快至 51%。

Applied Materials is experiencing increased demand as a result of the AI-driven infrastructure race. The company announced revenue growth of 25% year-on-year in its most recent fiscal quarter, and expects growth to accelerate to 51% in the next quarter.

那么，这是否让 Applied Materials 的股票成为一个买入机会？8 月 6 日，我对 Applied Materials 的股票进行了评估，并告知投资者，当时它似乎并不是一个买入机会。业务无疑十分兴旺，但在我看来，其评级略高。

So, does this make Applied Materials stock a buying opportunity? On August 6, I evaluated Applied Materials stock and informed investors that it did not appear to be a buying opportunity at that time.

Business was certainly thriving, but the rating was a little high in my opinion.

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