U.S. stock night trading fluctuations: Increased capacity of Chinese wafer fabs boosts ASML's stock price, semiconductor industry prosperity rises

U.S. Stock Night Market Movements ASML rose 3.03% in the night market. Based on recent key news: On December 30, the capacity increase of wafer fabs in mainland China and the price hike by Semiconductor Manufacturing International Corporation (SMIC) boosted the semiconductor industry's prosperity. The price increase notices from SMIC and GlobalFoundries focused on the 8-inch BCD process platform, with an increase of about 10%, which may drive up related process prices, enhance market demand for semiconductor equipment, and support ASML's stock price rise. Source: Science and Technology Innovation Board Daily On December 31, Benzinga analysis pointed out that the increased short interest may be beneficial for the stock. Although this article did not directly mention ASML, the market's positive expectations for the semiconductor industry may indirectly affect its stock price. Source: Benzinga No other significant news recently. The semiconductor industry's prosperity is improving, focusing on technological revolution. Stocks with High Trading Volume in the Industry Enphase Energy rose 1.19% in the night market. Based on recent key news: On December 30, Northland Capital Markets raised Enphase Energy's target price from $52 to $62. This increase reflects market confidence in the company's future growth potential, driving the stock price up. On December 30, MarketBeat's analysis showed that although Enphase Energy is currently rated as "underperform" among analysts, some top analysts believe there are other stocks that are more worthy of investment. This rating may have some impact on investor confidence. On January 2, Enphase Energy's price-to-earnings ratio was low at 22.05, which may be considered undervalued. However, this may also indicate weak growth prospects or financial instability, and investors should assess cautiously. The new energy industry is volatile, and policy changes should be monitored. Lamb Research rose 1.65% in the night market. Based on recent key news: On December 31, the Chinese government required chip manufacturers to ensure that at least 50% of new equipment is domestically produced, affecting the market share of foreign equipment suppliers. This policy accelerates the localization process of China's semiconductor equipment, which may put pressure on the market share of foreign equipment suppliers like Corning Incorporated. Source: Reuters On December 30, Corning's stock performed strongly as several financial institutions raised their target prices, expecting sustained growth in demand for its equipment in AI and high-performance computing. Analysts expect its quarterly financial report to show significant growth, further driving up the stock price. Source: MarketWatch On December 31, analysts held an optimistic view on Corning's short- to medium-term operational performance, with Zacks maintaining its buy rating, indicating market confidence in its future growth. Source: Zacks Investment Research. The demand in the semiconductor industry is strong, and localization is accelerating Applied Materials rose 1.51% in after-hours trading. Based on recent key news: On December 30, JP Morgan analyst Harlan Sur predicted that Applied Materials will grow in sync with the wafer fabrication equipment market by 2026, with stronger growth expected in the future due to advanced packaging and high-bandwidth memory. This expectation has boosted market confidence in the company, driving up its stock price. On December 30, Goldman Sachs analyst James Schneider emphasized Applied Materials' positioning in leading logic, DRAM, and advanced packaging. This analyst's viewpoint further supports the market's optimistic expectations for the company's future growth, propelling the stock price upward. On January 1, Applied Materials' annualized return over the past 20 years has outperformed the market by 4.99%, with an average annual return of 13.68%. This review of long-term performance has strengthened investors' confidence in its long-term investment value, supporting the recent rise in stock price. The growth outlook for the semiconductor industry is strong, with significant capital inflows