[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-applied-materials-fell-6-on-friday-heres-what-could-drive-the-stock-in-2026-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":273},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},118008,"应用材料公司周五下跌6%。以下是2026年可能推动该股走势的因素","2026-07-18T16:15:00","2026-07-18T16:07:41","\u003Cp>应用材料公司周五下跌约6%，因市场对人工智能基础设施投资回报率的担忧引发了又一轮半导体抛售。我们的分析显示，AMAT到2028年可能达到约620美元，但这意味着年化回报率仅约7%，且为执行层面的挫折留下的缓冲空间有限。\u003C\u002Fp>","\u003Ch3 id=\"h-key-stats-for-applied-materials-stock\" class=\"wp-block-heading\">\u003Cstrong>应用材料公司股票关键数据\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>周五表现：\u003C\u002Fstrong> -6%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52周价格区间：\u003C\u002Fstrong> $154 至 $740\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>估值模型目标价：\u003C\u002Fstrong> 约 $620\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>隐含上涨空间：\u003C\u002Fstrong> 约 17%\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">使用 TIKR 分析您最喜爱的股票，如应用材料公司（免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>发生了什么？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=251230&tid=2590440&ref=srk6m3\">\u003Cstrong>应用材料公司\u003C\u002Fstrong>\u003C\u002Fa> 股价周五下跌约 \u003Cstrong>6% 至 530 美元，盘中一度跌至 513 美元附近\u003C\u002Fstrong>，因投资者质疑庞大的 AI 基础设施支出能否产生足够利润来支撑半导体设备公司的高估值。当日成交量约 1000 万股，略高于该股近期平均水平，表明对 AI 股票的广泛重新评估已波及该行业最大的芯片制造设备供应商之一。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">股价下跌的原因是，月之暗面公司的 Kimi K3 发布以及据报道谷歌 Gemini 3.5 Pro 遭遇的挫折，重新引发了市场对大规模 AI 基础设施投资能否产生足够回报的疑虑。这些担忧引发了半导体板块的获利了结，费城半导体指数当周下跌约 10%。应用材料公司的跌幅比直接竞争对手拉姆研究和 KLA 更为剧烈，后者分别下跌 2% 和 3%。拉姆研究在芯片沉积和蚀刻设备领域与应用材料竞争，而 KLA 则在用于识别制造缺陷的检测和过程控制系统领域竞争，它们较小的跌幅表明，尽管没有新的业务预警，但应用材料面临的抛压尤为显著。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">应用材料公司于 \u003Ca href=\"https:\u002F\u002Fir.appliedmaterials.com\u002Fevents\u002Fevent-details\u002F2026-dram-and-advanced-packaging-master-class?\">6 月 25 日举办的 DRAM 和先进封装大师课\u003C\u002Fa> 为此次抛售提供了一个基本面反驳。管理层预计，用于 DRAM（为处理器提供数据的工作内存）的设备支出将保持在 NAND（生产低成本闪存）设备支出的两倍以上。Kevin Moraes 表示，先进封装（通过紧密连接处理器和内存来提高速度和能效）的收入预计今年将 \"\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=251230&tid=2590440&e=2007596440&ts=3760388&ref=srk6m3#:~:text=more%20than%2050%25%20to%20more%20than%20%242%20billion\">增长超过 50%，达到 20 亿美元以上\u003C\u002Fa>\"。应用材料还推出了帮助制造商堆叠高带宽内存、创建芯片间金属连接以及发现微观缺陷的系统，其中两款新型检测产品已在多个先进封装客户（涵盖存储和逻辑芯片领域）投入生产。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">尽管股价下跌，华尔街仍持建设性态度。瑞银维持\"买入\"评级，并于 7 月 15 日将其目标价从 570 美元上调至 705 美元，此前 Needham 和 Stifel 分别于 7 月 10 日将目标价从 530 美元上调至 740 美元和 650 美元。这些目标价较周五收盘价高出约 23% 至 40%，但它们依赖于 AI 相关设备需求保持强劲。下一个主要考验是预计在 8 月 13 日左右发布的第三财季报告，届时应用材料需要支撑其 \u003Ca href=\"https:\u002F\u002Fir.appliedmaterials.com\u002Fnews-releases\u002Fnews-release-details\u002Fapplied-materials-announces-second-quarter-2026-results\u002F?utm_source=chatgpt.com\">业绩指引\u003C\u002Fa>，即营收约 90 亿美元，调整后 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters\">每股收益\u003C\u002Fa> 约 3.40 美元，同时证明先进处理器、高带宽内存和芯片封装设备的订单依然健康。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3566\" height=\"3986\" data-public-id=\"images\u002FAMAT_valuation_model-6\u002FAMAT_valuation_model-6.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3566,h_3986,c_scale\u002Ff_webp,q_auto\u002Fv1784390020\u002Fimages\u002FAMAT_valuation_model-6\u002FAMAT_valuation_model-6.webp?_i=AA\" alt=\"Applied Materials stock\" class=\"wp-post-118008 wp-image-118160\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784390020\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784390020\u002Fimages\u002FAMAT_valuation_model-6\u002FAMAT_valuation_model-6.webp?_i=AA 3566w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1341,c_scale\u002Ff_webp,q_auto\u002Fv1784390020\u002Fimages\u002FAMAT_valuation_model-6\u002FAMAT_valuation_model-6.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1565,c_scale\u002Ff_webp,q_auto\u002Fv1784390020\u002Fimages\u002FAMAT_valuation_model-6\u002FAMAT_valuation_model-6.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_335,c_scale\u002Ff_webp,q_auto\u002Fv1784390020\u002Fimages\u002FAMAT_valuation_model-6\u002FAMAT_valuation_model-6.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3566px) 100vw, 3566px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">应用材料公司估值模型指引\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">即刻为应用材料公司估值（使用 TIKR 免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-is-applied-materials-fairly-valued\" class=\"wp-block-heading\">应用材料公司估值合理吗？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">根据估值假设，该股票的模型使用了以下参数：\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>营收增长率（复合年增长率）：\u003C\u002Fstrong> 约 21%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>营业利润率：\u003C\u002Fstrong> 约 34%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>退出市盈率倍数：\u003C\u002Fstrong> 约 25 倍\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">21% 的 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Frevenue-growth-why-its-important-and-key-drivers\">营收增长\u003C\u002Fa> 假设要求很高，因为它几乎是应用材料公司五年历史增长率（约 11%）的两倍。要达到此目标，需要芯片制造商继续扩大先进处理器和高带宽内存的生产，同时采用更复杂的封装方法。随着公司已安装设备基数的扩大，应用材料全球服务部门（通过维护、更换零件和设备升级产生经常性收入）也必须持续增长。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">34% 的 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-operating-margin-definition-formula\">营业利润率\u003C\u002Fa> 假设相对于应用材料近期的历史水平而言也颇具挑战性。营业利润从 2021 财年的 72 亿美元增长到 2025 财年的 85.1 亿美元，但营业利润率从 31.2% 下降至 30.0%，表明更高的收益并未自动带来更高的盈利能力。应用材料最新季度的调整后营业利润率改善至 32.1%，但要达到 34%，仍需提高工厂利用率、持续服务增长以及专用 AI 设备贡献更大的份额。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">应用材料最新季度 11% 的营收增长率与 \u003Ca href=\"https:\u002F\u002Fir.kla.com\u002Fnews-events\u002Fpress-releases\u002Fdetail\u002F514\u002Fkla-corporation-reports-fiscal-2026-third-quarter-results?\">KLA 的 11%\u003C\u002Fa> 相似，但落后于拉姆研究的 24%。其 32.1% 的调整后营业利润率也仍低于 \u003Ca href=\"https:\u002F\u002Fnewsroom.lamresearch.com\u002F2026-04-22-Lam-Research-Corporation-Reports-Financial-Results-for-the-Quarter-Ended-March-29,-2026?\">拉姆研究的 35%\u003C\u002Fa>。KLA 仍然是一个强有力的竞争基准，因为其过程控制系统能在芯片生产过程中识别缺陷，随着 AI 处理器制造变得更加复杂和昂贵，这项能力也日益重要。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">约 25 倍的退出市盈率倍数低于应用材料当前的远期估值，但高于其五年历史平均水平（约 20 倍）。这假设即使半导体投资周期趋于成熟，AI 驱动的增长仍能保留该股部分估值溢价。因此，预计回报的大部分需要来自盈利增长，而非更高的估值倍数。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1784390032\u002Fimages\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1.webp?_i=AA\" alt=\"Applied Materials stock\" class=\"wp-post-118008 wp-image-118163\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784390032\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784390032\u002Fimages\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1.webp?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784390032\u002Fimages\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1784390032\u002Fimages\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1784390032\u002Fimages\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1784390032\u002Fimages\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1\u002FTIKR.com_AMAT-Applied-Materials-Inc.-1.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">应用材料公司营业利润与营业利润率\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对应用材料公司的增长预测和目标价（免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">基于这些输入，模型估算的目标价约为 620 美元，意味着在两年多一点的时间内总上涨空间约为 17%，年化回报率约为 7%。这表明应用材料公司估值合理，而非明显低估，因为模型已经假设了显著的营收加速增长和利润率扩张。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">未来 12 个月内，最大的盈利催化剂是将 AI 基础设施支出转化为先进处理器、高带宽内存和先进封装的设备订单，以支持管理层关于其半导体设备业务在 2026 日历年度增长超过 30% 的预期。全环绕栅极晶体管系统通过赋予晶体管栅极更大的控制力来提高芯片速度和能效，可以增加应用材料的收入，因为客户需要额外的制造步骤和专用材料。面板级封装（在矩形面板而非传统的圆形晶圆上构建更大的芯片封装）可能创造另一个设备机会，因为 AI 加速器会集成更多处理器和内存。应用材料全球服务部门增加了稳定性，季度收入增长 17% 至 16.7 亿美元，营业利润率从 26.6% 改善至 29.2%，而中国占季度收入的 27% 则使其面临出口限制和本地竞争对手的风险。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在 530 美元价位，应用材料公司估值似乎合理，强劲的 AI 相关业务驱动力与雄心勃勃的模型假设以及仅约 7% 的预期年化回报率相平衡。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-how-much-upside-does-amat-stock-have-from-here\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>\u003Cstrong>AMAT 股票未来还有多少上涨空间？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">投资者可以使用 \u003Cstrong>TIKR 的新估值模型工具\u003C\u002Fstrong>，在不到一分钟的时间内估算应用材料公司的潜在股价，或任何股票可能的价值。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">只需三个简单的输入：\u003C\u002Fp>\n\n\n\n\u003Col class=\"wp-block-list\">\n\u003Cli>营收增长率\u003C\u002Fli>\n\n\n\n\u003Cli>营业利润率\u003C\u002Fli>\n\n\n\n\u003Cli>退出市盈率倍数\u003C\u002Fli>\n\u003C\u002Fol>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">之后，TIKR 会计算在 \u003Cstrong>乐观、基准和悲观情景\u003C\u002Fstrong> 下的潜在股价和总回报，让您快速判断一只股票看起来是 \u003Cstrong>低估还是高估\u003C\u002Fstrong>。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如果您不确定输入什么，TIKR 会自动使用分析师的共识预测来填充每个输入，为您提供一个快速可靠的起点。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">使用 TIKR 在 60 秒内为应用材料公司估值（免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>",1079,"zh","\u002Fblog\u002Fapplied-materials-fell-6-on-friday-heres-what-could-drive-the-stock-in-2026","applied-materials-fell-6-on-friday-heres-what-could-drive-the-stock-in-2026","images\u002F@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@Syda-Productions-via-Canva\u002F@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@Syda-Productions-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784390667\u002Fimages\u002F@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@Syda-Productions-via-Canva\u002F@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@Syda-Productions-via-Canva.png?_i=AA",{"altText":165,"imageCredit":166},"Applied Materials Fell 6% on Friday. Here’s What Could Drive the Stock in 2026","@Kittipong Jirasukhanont from PhonlamaiPhoto's Images via Canva; @Syda Productions via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Nikko Henson","nikkotikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Applied Materials fell about 6% on Friday as concerns about returns on AI infrastructure spending triggered another semiconductor selloff. Our analysis suggests AMAT could reach around $620 by 2028, but that implies an annual return of only around 7% and leaves limited room for execution setbacks.",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","预计阅读时间","2 minutes",1200,630,[194,211,228,243,258],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":208,"relatedPosts":210},"Datadog单季度营收突破10亿美元。今年股价已接近翻倍。","2026-07-18 15:54:00","Datadog刚刚公布了32%的营收增长，并上调了全年业绩指引，成为2026年最明确的AI基础设施赢家之一。",1122,"\u002Fblog\u002Fdatadog-revenue-crossed-1-billion-in-a-single-quarter-the-stock-has-nearly-doubled-this-year","datadog-revenue-crossed-1-billion-in-a-single-quarter-the-stock-has-nearly-doubled-this-year","images\u002FDatadog-Featured\u002FDatadog-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784314387\u002Fimages\u002FDatadog-Featured\u002FDatadog-Featured.png?_i=AA",{"altText":195},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"David Beren","davidberentikr",[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":218,"featuredImageOriginalUrl":219,"featuredImageMetadata":220,"author":221,"categories":225,"relatedPosts":227},"挪威邮轮控股的股价与华尔街目标价存在11%的差距。这足够吗？","2026-07-18 15:30:00","挪威邮轮公司的营收预期下调，但成本基础并未降低。TIKR的模型仍预测，从当前水平到2030年该公司股价有61%的上涨空间。",1125,"\u002Fblog\u002Fnorwegian-cruise-line-stock-has-an-11-gap-to-the-streets-target-is-that-enough","norwegian-cruise-line-stock-has-an-11-gap-to-the-streets-target-is-that-enough","images\u002FFEATURED-IMAGE-MAKER-1082-1\u002FFEATURED-IMAGE-MAKER-1082-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784378805\u002Fimages\u002FFEATURED-IMAGE-MAKER-1082-1\u002FFEATURED-IMAGE-MAKER-1082-1.png?_i=AA",{"altText":212},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":224},"Gian Estrada","giantikr",[],[226],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":229,"date":230,"excerpt":231,"wordCount":232,"uri":233,"slug":234,"cloudinaryAssetId":235,"featuredImageOriginalUrl":236,"featuredImageMetadata":237,"author":238,"categories":240,"relatedPosts":242},"Astera Labs上季度营收增长93%，股价仍较高点下跌37%","2026-07-18 14:32:00","Astera Labs 生产用于大规模连接人工智能集群的芯片，其业务增长速度目前在半导体行业中几乎无人能及。",1031,"\u002Fblog\u002Fastera-labs-revenue-grew-93-last-quarter-the-stock-is-still-down-37-from-its-high","astera-labs-revenue-grew-93-last-quarter-the-stock-is-still-down-37-from-its-high","images\u002FALAB-Featured\u002FALAB-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784374287\u002Fimages\u002FALAB-Featured\u002FALAB-Featured.png?_i=AA",{"altText":229},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":239},[],[241],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":244,"date":245,"excerpt":246,"wordCount":247,"uri":248,"slug":249,"cloudinaryAssetId":250,"featuredImageOriginalUrl":251,"featuredImageMetadata":252,"author":253,"categories":255,"relatedPosts":257},"UPS运营收入几乎减半。如今它正押注30亿美元以求东山再起。","2026-07-18 13:12:00","联合包裹服务公司正在主动收缩业务规模，而市场终于开始相信这一计划可能奏效。",1067,"\u002Fblog\u002Fups-cut-operating-income-nearly-in-half-now-its-betting-3-billion-on-a-comeback","ups-cut-operating-income-nearly-in-half-now-its-betting-3-billion-on-a-comeback","images\u002FUPS-Featured\u002FUPS-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784311826\u002Fimages\u002FUPS-Featured\u002FUPS-Featured.png?_i=AA",{"altText":244},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":254},[],[256],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":259,"date":260,"excerpt":261,"wordCount":262,"uri":263,"slug":264,"cloudinaryAssetId":265,"featuredImageOriginalUrl":266,"featuredImageMetadata":267,"author":268,"categories":270,"relatedPosts":272},"好市多上季度同店销售额增长近10%。以43倍市盈率计，该股仍值得买入吗？","2026-07-18 12:51:00","好市多(Costco Wholesale)的执行力依然保持在卓越水平。更难回答的问题是，这其中有多少已经反映在股价里了。",1014,"\u002Fblog\u002Fcostcos-comparable-sales-rose-nearly-10-last-quarter-at-43x-earnings-is-the-stock-still-worth-buying","costcos-comparable-sales-rose-nearly-10-last-quarter-at-43x-earnings-is-the-stock-still-worth-buying","images\u002FCostco-Featured\u002FCostco-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784310652\u002Fimages\u002FCostco-Featured\u002FCostco-Featured.png?_i=AA",{"altText":259},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":269},[],[271],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[274,292,307,322,339,353,371,386,401,416,429,447,462,477,492],{"id":183,"title":275,"date":276,"excerpt":277,"wordCount":278,"uri":279,"slug":280,"cloudinaryAssetId":281,"featuredImageOriginalUrl":282,"featuredImageMetadata":283,"author":284,"categories":286,"relatedPosts":291},"联合健康集团股票在第二季度财报后：业绩超预期、上调指引、复苏延迟","2026-07-18 15:00:00","UnitedHealth的股票一年前看起来已经崩盘。第二季度财报和上调至200亿美元的业绩指引则给出了不同的答案。",1015,"\u002Fblog\u002Funitedhealth-stock-after-q2-earnings-a-beat-a-raised-guide-and-a-delayed-recovery","unitedhealth-stock-after-q2-earnings-a-beat-a-raised-guide-and-a-delayed-recovery","images\u002FFEATURED-IMAGE-MAKER-1081\u002FFEATURED-IMAGE-MAKER-1081","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784377870\u002Fimages\u002FFEATURED-IMAGE-MAKER-1081\u002FFEATURED-IMAGE-MAKER-1081.png?_i=AA",{"altText":275},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":285},[],[287],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":293,"date":294,"excerpt":295,"wordCount":296,"uri":297,"slug":298,"cloudinaryAssetId":299,"featuredImageOriginalUrl":300,"featuredImageMetadata":301,"author":302,"categories":304,"relatedPosts":306},"美联航第二季度财报消化了23亿美元燃料成本冲击。业绩指引却依然上调。","2026-07-18 14:00:00","美联航将其每股收益指引上调至11美元，第四季度预订收益率增长19%。现在的问题是：118美元是否就是全部上行空间？",931,"\u002Fblog\u002Funited-airlines-q2-earnings-absorbed-a-2-3-billion-fuel-shock-the-guide-went-up-anyway","united-airlines-q2-earnings-absorbed-a-2-3-billion-fuel-shock-the-guide-went-up-anyway","images\u002FFEATURED-IMAGE-MAKER-1080\u002FFEATURED-IMAGE-MAKER-1080","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784374665\u002Fimages\u002FFEATURED-IMAGE-MAKER-1080\u002FFEATURED-IMAGE-MAKER-1080.png?_i=AA",{"altText":293},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":303},[],[305],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":308,"date":309,"excerpt":310,"wordCount":311,"uri":312,"slug":313,"cloudinaryAssetId":314,"featuredImageOriginalUrl":315,"featuredImageMetadata":316,"author":317,"categories":319,"relatedPosts":321},"摩根士丹利股价上涨。为何第二季度业绩显示仍有上行空间。","2026-07-18 13:00:00","摩根斯坦利第二季度业绩全面超越华尔街预期，每股收益增长62%，利润率扩大619个基点。TIKR目标价：258美元。",987,"\u002Fblog\u002Fmorgan-stanley-stock-is-rising-why-the-q2-results-show-more-room-to-run","morgan-stanley-stock-is-rising-why-the-q2-results-show-more-room-to-run","images\u002FFEATURED-IMAGE-MAKER-1079\u002FFEATURED-IMAGE-MAKER-1079","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784362058\u002Fimages\u002FFEATURED-IMAGE-MAKER-1079\u002FFEATURED-IMAGE-MAKER-1079.png?_i=AA",{"altText":308},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":318},[],[320],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":323,"date":324,"excerpt":325,"wordCount":326,"uri":327,"slug":328,"cloudinaryAssetId":329,"featuredImageOriginalUrl":330,"featuredImageMetadata":331,"author":332,"categories":336,"relatedPosts":338},"辛塔斯股票大涨7%，此前业绩超预期且美国银行上调评级","2026-07-17 15:03:52","Cintas股价上涨6.5%，此前美国银行在该公司公布强劲的第四季度业绩和2027年业绩展望后，将其股票评级上调至买入。",779,"\u002Fblog\u002Fcintas-nasdaq-stock-jumps-following-bank-of-america-rating-upgrade","cintas-nasdaq-stock-jumps-following-bank-of-america-rating-upgrade","images\u002FCTAS-Stock_11788155171\u002FCTAS-Stock_11788155171","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784288732\u002Fimages\u002FCTAS-Stock_11788155171\u002FCTAS-Stock_11788155171.png?_i=AA",{"altText":323},{"name":333,"slug":334,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":335},"Aditya Raghunath","adityatikr",[],[337],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":346,"featuredImageMetadata":347,"author":348,"categories":350,"relatedPosts":352},"强生公司2026年第二季度业绩：尽管GAAP准则下表现未达预期，但营收和每股收益均超预期","2026-07-17 15:00:00","强生公司第二季度每股收益超出预期1.6%，并再次上调了全年业绩指引。TIKR的模型预测其股价将达到466美元。",922,"\u002Fblog\u002Fjohnson-johnson-q2-2026-results-a-clean-beat-on-revenue-and-eps-despite-a-gaap-miss","johnson-johnson-q2-2026-results-a-clean-beat-on-revenue-and-eps-despite-a-gaap-miss","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F07\u002FFEATURED-IMAGE-MAKER-1073-600x360.png",{"altText":340},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":349},[],[351],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":354,"date":355,"excerpt":356,"wordCount":357,"uri":358,"slug":359,"cloudinaryAssetId":360,"featuredImageOriginalUrl":361,"featuredImageMetadata":362,"author":363,"categories":365,"relatedPosts":370},"Cloudflare股价已超出华尔街自身的目标价。这会让投资者担忧吗？","2026-07-18 14:30:00","Cloudflare股价已超越分析师目标价，但推动股价上涨的重组举措背后，其增长逻辑与市场表面解读截然不同。",1084,"\u002Fblog\u002Fcloudflare-stock-is-priced-above-wall-streets-own-target-should-that-worry-investors","cloudflare-stock-is-priced-above-wall-streets-own-target-should-that-worry-investors","images\u002FFEATURED-IMAGE-MAKER-1083\u002FFEATURED-IMAGE-MAKER-1083","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784381608\u002Fimages\u002FFEATURED-IMAGE-MAKER-1083\u002FFEATURED-IMAGE-MAKER-1083.png?_i=AA",{"altText":354},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":364},[],[366],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":372,"date":373,"excerpt":374,"wordCount":375,"uri":376,"slug":377,"cloudinaryAssetId":378,"featuredImageOriginalUrl":379,"featuredImageMetadata":380,"author":381,"categories":383,"relatedPosts":385},"在股价下跌77%后，现在应该买入Duolingo股票吗？","2026-07-18 11:00:00","Duolingo第一季度EBITDA超出预期14%，自由现金流超出预期117%，但股价仍较2026年峰值下跌66%。原因如下。",1047,"\u002Fblog\u002Fshould-you-buy-duolingo-stock-after-its-77-drawdown","should-you-buy-duolingo-stock-after-its-77-drawdown","images\u002FFEATURED-IMAGE-MAKER-1077\u002FFEATURED-IMAGE-MAKER-1077","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784356849\u002Fimages\u002FFEATURED-IMAGE-MAKER-1077\u002FFEATURED-IMAGE-MAKER-1077.png?_i=AA",{"altText":372},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":382},[],[384],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[],{"id":183,"title":387,"date":388,"excerpt":389,"wordCount":390,"uri":391,"slug":392,"cloudinaryAssetId":393,"featuredImageOriginalUrl":394,"featuredImageMetadata":395,"author":396,"categories":398,"relatedPosts":400},"Palantir股价在创纪录的业绩展望上调后，是否依然便宜？","2026-07-18 10:00:00","Palantir美国业务实现104%增长，首次录得三位数季度增速，并触发了公司史上最大幅度的业绩展望上调。",965,"\u002Fblog\u002Fis-palantir-stock-still-cheap-after-a-record-guidance-hike","is-palantir-stock-still-cheap-after-a-record-guidance-hike","images\u002FFEATURED-IMAGE-MAKER-1076\u002FFEATURED-IMAGE-MAKER-1076","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784355993\u002Fimages\u002FFEATURED-IMAGE-MAKER-1076\u002FFEATURED-IMAGE-MAKER-1076.png?_i=AA",{"altText":387},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":397},[],[399],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[],{"id":183,"title":402,"date":403,"excerpt":404,"wordCount":405,"uri":406,"slug":407,"cloudinaryAssetId":408,"featuredImageOriginalUrl":409,"featuredImageMetadata":410,"author":411,"categories":413,"relatedPosts":415},"Booking Holdings股价在中东地区导致业绩展望下调后是否值得买入？","2026-07-17 17:30:00","Booking Holdings股价较5月低点仍低20%。华尔街给出31个买入\u002F跑赢大盘评级，零个卖出评级。以下是市场认知的脱节之处。",1167,"\u002Fblog\u002Fis-booking-holdings-stock-a-buy-after-its-middle-east-driven-guidance-cut","is-booking-holdings-stock-a-buy-after-its-middle-east-driven-guidance-cut","images\u002FFEATURED-IMAGE-MAKER-1074\u002FFEATURED-IMAGE-MAKER-1074","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784305577\u002Fimages\u002FFEATURED-IMAGE-MAKER-1074\u002FFEATURED-IMAGE-MAKER-1074.png?_i=AA",{"altText":402},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":412},[],[414],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[],{"id":183,"title":417,"date":403,"excerpt":418,"wordCount":419,"uri":420,"slug":421,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":422,"featuredImageMetadata":423,"author":424,"categories":426,"relatedPosts":428},"为何到2030年ServiceNow股票可能翻倍不止","ServiceNow将其2026年AI营收目标在季度中期上调了50%，达到15亿美元。该股目前仍处于接近58%的回撤水平。",1134,"\u002Fblog\u002Fwhy-servicenow-stock-could-more-than-double-by-2030","why-servicenow-stock-could-more-than-double-by-2030","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F07\u002FFEATURED-IMAGE-MAKER-1075-600x360.png",{"altText":417},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":425},[],[427],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[],{"id":183,"title":430,"date":431,"excerpt":432,"wordCount":433,"uri":434,"slug":435,"cloudinaryAssetId":436,"featuredImageOriginalUrl":437,"featuredImageMetadata":438,"author":439,"categories":441,"relatedPosts":446},"CVS股票分析：高股息率是否值得为转型风险买单？","2026-07-16 13:00:00","CVS Health的派息比率降至29%，而其季度股息连续八个季度维持在每股0.67美元。股息率则下降至2.47%。",1060,"\u002Fblog\u002Fcvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","cvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","images\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784199539\u002Fimages\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058.png?_i=AA",{"altText":430},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":440},[],[442],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},"股息","dividends","\u002Fblog\u002Fcategory\u002Fdividends",[],{"id":183,"title":448,"date":449,"excerpt":450,"wordCount":451,"uri":452,"slug":453,"cloudinaryAssetId":454,"featuredImageOriginalUrl":455,"featuredImageMetadata":456,"author":457,"categories":459,"relatedPosts":461},"CSCO股票回顾：思科系统是最安全的科技股价值投资选择吗？","2026-07-16 12:00:00","思科的派息率已从两年前的74%降至49%，同时每股股息则升至0.42美元。",1191,"\u002Fblog\u002Fcsco-stock-review-is-cisco-systems-the-safest-tech-value-play","csco-stock-review-is-cisco-systems-the-safest-tech-value-play","images\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784195959\u002Fimages\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057.png?_i=AA",{"altText":448},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":458},[],[460],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},[],{"id":183,"title":463,"date":464,"excerpt":465,"wordCount":466,"uri":467,"slug":468,"cloudinaryAssetId":469,"featuredImageOriginalUrl":470,"featuredImageMetadata":471,"author":472,"categories":474,"relatedPosts":476},"TXN股息：最适合长期派息增长的芯片股","2026-07-16 11:00:00","德州仪器过去12个月的自由现金流达到44亿美元，是去年17亿美元的两倍多。股息也随之提高。",1470,"\u002Fblog\u002Ftxn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","txn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","images\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784194373\u002Fimages\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056.png?_i=AA",{"altText":463},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":473},[],[475],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},[],{"id":183,"title":478,"date":479,"excerpt":480,"wordCount":481,"uri":482,"slug":483,"cloudinaryAssetId":484,"featuredImageOriginalUrl":485,"featuredImageMetadata":486,"author":487,"categories":489,"relatedPosts":491},"联合太平洋 (UNP) 股票：买入这家铁路股息股背后的护城河","2026-07-16 10:00:00","联合太平洋的派息率目前为48%，调整后每股收益增长9%。其股息具备大多数股票难以企及的增长空间。",1155,"\u002Fblog\u002Funion-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","union-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","images\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784183265\u002Fimages\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055.png?_i=AA",{"altText":478},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":488},[],[490],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},[],{"id":183,"title":493,"date":494,"excerpt":495,"wordCount":496,"uri":497,"slug":498,"cloudinaryAssetId":499,"featuredImageOriginalUrl":500,"featuredImageMetadata":501,"author":502,"categories":504,"relatedPosts":506},"NUE股票股息收益率：为何纽柯公司提供独特的周期性保护","2026-07-16 09:00:00","纽柯钢铁的派息率在创纪录的700万吨季度业绩后已降至17%，股息率现为1.0%。以下是股息数据揭示的情况。",1202,"\u002Fblog\u002Fnue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","nue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","images\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784181389\u002Fimages\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054.png?_i=AA",{"altText":493},{"name":222,"slug":223,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":503},[],[505],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},[]]