--- title: "在計算基礎設施增長的背景下，應用材料超出了第二季度的預期" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286468365.md" description: "應用材料公司報告了強勁的 2023 財年第二季度業績，調整後的每股收益為 2.86 美元，超過了 2.68 美元的預期。收入增長 11%，達到 79.1 億美元，超出預期的 76.8 億美元。該公司預計將繼續增長，預計下個季度的調整後每股收益為 3.36 美元，收入為 89.5 億美元。首席執行官 Gary Dickerson 強調，人工智能計算基礎設施的需求是持續收入增長的關鍵驅動力。應用材料公司的股票在盤後交易中上漲了 3.8%，年初至今上漲了 71%" datetime: "2026-05-14T20:40:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286468365.md) - [en](https://longbridge.com/en/news/286468365.md) - [zh-HK](https://longbridge.com/zh-HK/news/286468365.md) --- # 在計算基礎設施增長的背景下，應用材料超出了第二季度的預期 04:40 PM EDT, 05/14/2026 (MT Newswires) -- Applied Materials' ( AMAT ) fiscal second-quarter results exceeded Wall Street's estimates as the semiconductor equipment maker capitalized on mounting demand for computing infrastructure. Adjusted earnings per share increased to $2.86 during the quarter ended April 26 from $2.39 a year ago, topping the FactSet-polled consensus of $2.68. Revenue grew 11% to $7.91 billion, ahead of the Street's $7.68 billion view. "The rapid global build-out of (artificial intelligence) computing infrastructure combined with Applied's strong leadership positions in leading-edge logic, (dynamic random access memory) and advanced packaging provide an exceptionally strong foundation for sustained, multi-year revenue and profit growth," Chief Executive Gary Dickerson said in a statement late Thursday. Sales in the semiconductor systems segment rose to $5.97 billion from $5.40 billion, while applied global services advanced to $1.67 billion from $1.42 billion. RBC Capital Markets expected Applied Materials ( AMAT ) to beat second-quarter estimates and provide an above-consensus third-quarter outlook amid robust DRAM and high-bandwidth memory spending trends. Applied Materials ( AMAT ) expects adjusted EPS of $3.36 a share, plus or minus $0.20, for the ongoing quarter. Revenue is pegged at $8.95 billion, plus or minus $500 million. The consensus on FactSet is for non-GAAP EPS of $2.89 and sales of $8.14 billion. "We now expect our semiconductor equipment business to grow more than 30% in calendar 2026," Dickerson said. Applied Materials ( AMAT ) shares were up 3.8% in after-hours trading. The stock is up 71% so far this year as of Thursday close. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. ### 相關股票 - [AMAT.US](https://longbridge.com/zh-HK/quote/AMAT.US.md) - [BOTZ.US](https://longbridge.com/zh-HK/quote/BOTZ.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [IBOT.US](https://longbridge.com/zh-HK/quote/IBOT.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [ARKQ.US](https://longbridge.com/zh-HK/quote/ARKQ.US.md) - [ROBO.US](https://longbridge.com/zh-HK/quote/ROBO.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [FDS.US](https://longbridge.com/zh-HK/quote/FDS.US.md) - [RY.US](https://longbridge.com/zh-HK/quote/RY.US.md) ## 相關資訊與研究 - [〈財報〉應材 Q2 優預期 看好 AI 基礎設施需求持續成長](https://longbridge.com/zh-HK/news/286477644.md) - [Loop Capital：AI 基礎設施熱潮將推動 Vertiv Holdings 強勁增長](https://longbridge.com/zh-HK/news/286608733.md) - [應材業績、財測優於預期，看旺今年半導體設備市場](https://longbridge.com/zh-HK/news/286503636.md) - [高層看好 CPO 需求、AI 高速傳輸巨頭 Astera 股價飆](https://longbridge.com/zh-HK/news/286988861.md) - [應材財報／本季財測遠優於預期 AI 需求帶來超高訂單能見度](https://longbridge.com/zh-HK/news/286486789.md)