$應用材料(AMAT)$ 議息塵埃落定,AI放緩事件卻引發半導體板塊近期回調。我認為市場明顯低估了先進製程與HBM擴產的長期剛性需求,恐慌情緒提供絕佳低吸窗口。

我以418.73美元買入應用材料,AMAT作為半導體設備龍頭,受AI短期雜音波及股價下跌,但其護城河與訂單能見度依然堅實,當前估值具備吸引力。
AMAT
09-17 02:22
USApplied Materials
SidePrice | FilledRealized P&L
Buy
Open
418.73
10
+10.76%
Holding
Applied Materials

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  • AI短期雜音唔改設備週期,AMAT訂單能見度排到後年先係核心
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