<div id="readability-page-1"><div><div><p>On Thursday Applied Materials issued a Q2 outlook that was well above expectations, driven by rising demand for semiconductor manufacturing equipment, fueled by the boom in artificial intelligence and a global memory shortage. The company expects revenue of about $7.65bn, plus or minus $500m, compared with the $7.01bn forecast by analysts. EPS is expected at around $2.64, with a margin of $0.20, well above the consensus of $2.28.</p><p>The stock jumped over 11% in after-hours trading, lifting other sector players such as Lam Research and KLA, up over 2%. Chief Executive Gary Dickerson said ramping investment in AI infrastructure is boosting demand for advanced logic technologies, high-bandwidth memory (HBM) and sophisticated packaging techniques. HBM, which is essential to high-end AI processors such as Nvidia's, is at the center of a sharp squeeze in global supply. </p><p>Applied Materials posted Q1 revenue of $7.01bn, above expectations, and adjusted EPS of $2.38, versus $2.20 expected. Revenue from the division focused on DRAM memory tools rose 34%, accelerating from the 27% recorded a year earlier. Against a backdrop of strong demand and targeted shortages, the group says it is well positioned in the strategic AI market, with solid near-term prospects.</p></div></div></div>

半导体 3 倍做多 - Direxion

应用材料

LRCU

科磊

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

标普半导体 ETF - SPDR

KLAG

泛林集团

<p>应用材料预计第二季度将表现强劲，预计收入约为 76.5 亿美元，主要受人工智能需求和全球内存短缺的推动。该展望超出了分析师对 70.1 亿美元的预期。每股收益预计为 2.64 美元，超过市场共识的 2.28 美元。该股在盘后交易中上涨超过 11%，对行业同行如泛林集团和科磊产生了积极影响。首席执行官 Gary Dickerson 强调了对人工智能基础设施的增加投资，推动了对先进技术的需求。公司报告第一季度收入为 70.1 亿美元，DRAM 内存工具的收入增长了 34%，显示出在人工智能市场中的强劲定位</p>

Applied Materials forecasts a strong quarter on AI demand and a memory shortage

marketscreener

Tradr 2X Long LRCX Daily ETF

Leverage Shares 2X Long KLAC Daily ETF

应用材料公司预测，由于人工智能需求的增长和内存短缺，公司将在本季度表现强劲