U.S. stock night market fluctuations: Lam Research rose 3.01% in the night market, with high valuations unable to deter long-term capital entry, and after a pullback, it is seen as a quality accumulation target

U.S. Stock Night Market Movements

Lam Research rose 3.01% in the night market. Based on recent key news:

1. On September 5, the market held an optimistic view on Lam Research's long-term prospects. Several investors believe the company has high quality and long-term holding value, and despite its high valuation, there is still room for growth. This positive market sentiment drove the stock price up.

2. On September 4, the pullback in Lam Research's stock price made it more attractive. Although the outlook valuation remains high, investors believe that gradually building positions is a reasonable strategy, further supporting the rise in stock price.

3. On September 3, investors showed excessive enthusiasm for Lam Research's early gains. Some market participants believe that the stock price may further decline after breaking support levels, but still view it as a quality company. This cautiously optimistic attitude stabilized the stock price to some extent. The market holds an optimistic view on Lam Research's long-term prospects.

Stocks with High Trading Volume in the Industry

Applied Materials rose 2.62% in the night market. Based on recent key news:

1. On September 7, TipRanks' stock screening tool indicated that Applied Materials is considered one of the tech stocks benefiting from AI spending. Despite a recent pullback due to valuation issues, long-term demand remains strong, driving the stock price up. Source: MarketBeat

2. On September 6, MarketBeat reported that although Applied Materials currently has a moderate buy rating among analysts, top analysts believe there are other stocks that are more worthy of purchase. This news may have had a short-term impact on the stock price. Source: MarketBeat

3. On September 6, Simply Wall St analysis pointed out that Applied Materials' long-term prospects remain positive, but did not take into account the latest price-sensitive company announcements or qualitative materials. This may have affected investor confidence. Source: Simply Wall St AI spending increases, benefiting tech stocks.

AXT Inc. rose 6.65% in the night market. Based on recent news:

1. On September 7, AXT Inc. faced supply constraints for indium phosphide substrates, leading to strong demand but capacity bottlenecks. The company's management stated that they could not predict the timing or success probability of obtaining permits for specific customers or single orders, affecting the stock price rise. Source: MoneyDJ News

2. On September 5, AXT Inc. was included in the S&P SmallCap 600 Index, increasing market attention on it and driving the stock price up. Source: MoneyDJ News

3. On September 8, IQE Plc warned that China's export control measures have increased the supply uncertainty of indium phosphide substrates. As one of the suppliers, AXT Inc. benefited from the increased market demand for this material, leading to a rise in stock price. Source: Bloomberg Semiconductor industry demand is strong, geopolitical risks are increasing.

ASML rose 1.80% in the night market. Based on recent key news:

1. On September 5, ASML announced plans to increase its number of employees in Japan to approximately 700 by 2030 to meet the growing demand for advanced semiconductor equipment in the country This move reflects Japan's efforts to strengthen domestic semiconductor production, which may drive ASML's stock price up.

2. On September 5th, market analysts rated ASML as "moderate buy," but believe there are five other stocks that are more worthy of investment. Nevertheless, ASML's technological innovation and market position remain a focus of attention.

3. On September 7th, ASML and its partners are promoting the development of more powerful and energy-efficient microchip technology to address challenges faced by humanity. Such technological advancements may enhance the company's long-term value and attract investor interest. The demand in the semiconductor industry is strong, and technological innovation is accelerating