--- title: "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" description: "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" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275865204.md" published_at: "2026-02-13T07:41:29.000Z" --- # 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 > 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 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. 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. 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. ### Related Stocks - [SOXL.US - 半导体 3 倍做多 - Direxion](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [AMAT.US - 应用材料](https://longbridge.com/zh-CN/quote/AMAT.US.md) - [LRCU.US - Tradr 2X Long LRCX Daily ETF](https://longbridge.com/zh-CN/quote/LRCU.US.md) - [KLAC.US - 科磊](https://longbridge.com/zh-CN/quote/KLAC.US.md) - [SMH.US - 半导体 ETF - VanEck Vectors](https://longbridge.com/zh-CN/quote/SMH.US.md) - [SOXX.US - 费城交易所 半导体 ETF - iShares](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [XSD.US - 标普半导体 ETF - SPDR](https://longbridge.com/zh-CN/quote/XSD.US.md) - [KLAG.US - Leverage Shares 2X Long KLAC Daily ETF](https://longbridge.com/zh-CN/quote/KLAG.US.md) - [LRCX.US - 泛林集团](https://longbridge.com/zh-CN/quote/LRCX.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Advyzon Investment Management LLC Cuts Holdings in Lam Research Corporation $LRCX | Advyzon Investment Management LLC has reduced its holdings in Lam Research Corporation (NASDAQ:LRCX) by 58.9% in Q3, now | [Link](https://longbridge.com/zh-CN/news/276507542.md) | | Smart Money Is Betting Big In LRCX Options | Whales are taking a bearish stance on Lam Research (NASDAQ:LRCX), with 52% of recent options trades being bearish. A tot | [Link](https://longbridge.com/zh-CN/news/276360678.md) | | Prakash Investment Advisors LLC Sells 5,500 Shares of Lam Research Corporation $LRCX | Prakash Investment Advisors LLC has reduced its stake in Lam Research Corporation (NASDAQ:LRCX) by 50.9%, selling 5,500 | [Link](https://longbridge.com/zh-CN/news/276445772.md) | | Applied Materials Executive Sells 5,000 Shares | Brice Hill, SVP and CFO of Applied Materials, sold 5,000 shares of common stock on February 17, 2026, for $1,806,062 at | [Link](https://longbridge.com/zh-CN/news/276286312.md) | | Lam Research Named Top Semiconductor Pick As AI-Driven Manufacturing Supercycle Shifts Into High Gear | BofA Securities analyst Vivek Arya has named Lam Research (LRCX) as his top semiconductor pick, forecasting a $135 billi | [Link](https://longbridge.com/zh-CN/news/276474445.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。