---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42851058.md"
description: "$應用材料(AMAT.US)漲了七個多點領着走，設備端直接吃晶圓廠擴產的資本開支；$威世科技(VSH.US)漲了六個多點，功率和分立器件的庫存去化到位、需求開始回補；$Rambus(RMBS.US)、$安費諾(APH.US)、$格芯(GFS.US)都漲了四五個點，內存接口 IP、高速連接器、成熟製程代工跟着 AI 硬件需求一起往上。整條鏈同向更像資本開支回暖帶來的 beta，後面要看誰能拿到實打實的 AI 訂單、在財報裏兑現。"
datetime: "2026-07-22T10:11:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42851058.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42851058.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42851058.md)
author: "[珏](https://longbridge.com/zh-HK/profiles/28175121.md)"
---

# $應用材料(AMAT.US)漲了七個多點領着走，設備端直接吃晶圓廠擴產的資本開支；$威世科技(VSH…


### 相關股票

- [RMBS.US](https://longbridge.com/zh-HK/quote/RMBS.US.md)
- [APH.US](https://longbridge.com/zh-HK/quote/APH.US.md)
- [GFS.US](https://longbridge.com/zh-HK/quote/GFS.US.md)
- [INTC.US](https://longbridge.com/zh-HK/quote/INTC.US.md)
- [AMAT.US](https://longbridge.com/zh-HK/quote/AMAT.US.md)
- [VSH.US](https://longbridge.com/zh-HK/quote/VSH.US.md)
- [04335.HK](https://longbridge.com/zh-HK/quote/04335.HK.md)

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