---
title: "泛林集團與應用材料：究竟是誰推動了阿斯麥股價的進一步上漲？"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/299039972.md"
description: "泛林集團和應用材料在第四季度報告了強勁的收益，主要受益於人工智能資本支出，但由於泛林專注於直接與先進圖案化相匹配的刻蝕和沉積技術，因此在 ASML 的極紫外光（EUV）週期中更具緊密的代表性。雖然應用材料提供了多樣化和較低的市盈率，但泛林集中的發展路線圖與 ASML 的高利潤增長更為契合，使其成為尋求最大貝塔暴露於下一代半導體節點的投資者的首選"
datetime: "2026-09-15T11:08:09.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/299039972.md)
  - [en](https://longbridge.com/en/news/299039972.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/299039972.md)
generator: "portal-rs"
---

# 泛林集團與應用材料：究竟是誰推動了阿斯麥股價的進一步上漲？

Quick ReadLam's etch tools scale one-for-one with every EUV patterning layer ASML ships, making LRCX the cleanest proxy for ASML's high-margin cycle.Applied Materials trades at a friendlier 39 P/E with a $12.8B buyback and expects advanced packaging revenue to grow more than 70% in 2026.Lam sees a $40B NAND upgrade wave before 2027 as customers mov...

### 相關股票

- [LRCX.US](https://longbridge.com/zh-HK/quote/LRCX.US.md)
- [AMAT.US](https://longbridge.com/zh-HK/quote/AMAT.US.md)
- [ASML.US](https://longbridge.com/zh-HK/quote/ASML.US.md)
- [ASMG.US](https://longbridge.com/zh-HK/quote/ASMG.US.md)
- [LRCU.US](https://longbridge.com/zh-HK/quote/LRCU.US.md)
- [AMA.US](https://longbridge.com/zh-HK/quote/AMA.US.md)
- [ASMU.US](https://longbridge.com/zh-HK/quote/ASMU.US.md)

## 相關資訊與研究

- [彭博社報道：荷蘭首相就阿斯麥出口限制問題與特朗普進行溝通](https://longbridge.com/zh-HK/news/300064593.md)
- [SEMICON India 2026：Startup Mitra 聚焦早期硅芯片初創企業融資](https://longbridge.com/zh-HK/news/299998429.md)
- [新加坡推出“SG Semiconductor”以推動全球芯片產業發展](https://longbridge.com/zh-HK/news/300352613.md)
- [一週回顧 | 應用材料累跌 2.61%，一致目標價高於現價](https://longbridge.com/zh-HK/news/299509304.md)
- [新加坡推出國家半導體品牌計劃，簽署研發合作協議](https://longbridge.com/zh-HK/news/300095839.md)

---
> **免責聲明: 本文僅供參考，不構成任何投資建議。**