U.S. stock night market fluctuations: KLA fell 3.02% in the night market, Meta's self-developed chips and SK Hynix's prospects caused volatility

U.S. Stock Night Market Movements

KLA fell 3.02% in the night market. Based on recent news,

1. On July 10, Meta decided to produce its own chips, which may benefit equipment manufacturers like KLA. This decision by Meta will increase demand for KLA's equipment; however, the market remains skeptical about the short-term actual impact, leading to stock price fluctuations.

2. On July 10, Stifel analysts raised KLA's target price to $270, but the market reacted cautiously to this optimistic expectation, resulting in stock price volatility.

3. On July 11, the chairman of SK Hynix mentioned capacity and pricing strategies for 2027 in an interview, creating uncertainty about the future prospects for companies like KLA, affecting investor confidence. The semiconductor industry has been volatile recently, requiring attention to policy changes.

Stocks with High Trading Volume in the Industry

Applied Materials fell 3.65% in the night market. Based on recent key news:

1. On July 10, Mizuho Securities and TD Cowen raised their target prices for Applied Materials, reflecting the market's optimistic expectations for AI chip manufacturing demand. Mizuho raised its target price to $650, while TD Cowen increased it to $700, driving stock price fluctuations.

2. On July 10, Meta's decision to produce its own chips may benefit equipment manufacturers like Applied Materials. This move could increase demand for related equipment, impacting stock price trends.

3. On July 10, AI-related trading warmed up, and investor concerns about U.S.-Iran tensions eased, boosting the overall recovery of the semiconductor industry. AI demand is driving growth in the semiconductor sector.

ASML fell 1.53% in the night market. Based on recent news:

1. On July 12, ASML's important position in the AI supply chain was widely recognized. Despite its high valuation, long-term investors remain optimistic about its prospects. The stock price has risen 125% over the past year, but earnings growth is needed to support its high valuation.

2. On July 10, Deutsche Bank analyst Robert Sanders maintained a buy rating on ASML and raised the target price to €1800. This move demonstrates market confidence in ASML's future performance.

3. On July 10, Baillie Gifford partner Tim Garratt stated that ASML and TSMC have enduring structural advantages and high profit margins, further enhancing investor confidence in ASML. The semiconductor industry is experiencing strong demand, with AI driving growth.

Lam Research fell 3.43% in the night market. Based on recent key news:

1. On July 10, Lam Research's stock price rose 7.51%, driven by the overall recovery of the semiconductor industry. Institutions like Mizuho and TD Cowen raised their target prices, indicating market optimism about chip equipment demand.

2. On July 10, Morgan Stanley analysts expect Lam Research's fourth-quarter earnings report, to be released at the end of July, to exceed market expectations and potentially raise earnings forecasts, further driving stock price increases On July 10th, Meta decided to produce its own chips, which may benefit equipment manufacturers such as Lam Research, as they produce equipment that converts raw silicon wafers into microchips. The semiconductor industry is recovering, and equipment demand is increasing