2026年2月12日，截至收盘，沪指涨0.05%，报收4134.02点；深成指跌1.44%，报收13952.71点；创业板 指跌1.55%，报收3260.28点。科创半导体ETF（588170）涨0.06%，半导体设备ETF华夏（562590）涨 0.47%。 隔夜外盘：截至收盘，道琼斯工业平均指数跌1.20%；纳斯达克综合指数跌1.75%；标准普尔500种股票 指数跌1.23%。费城半导体指数跌0.06%，恩智浦半导体跌3.03%，美光科技涨0.88%，ARM跌2.47%， 应用材料跌3.38%，微芯科技跌2.27%。 3.华虹半导体在港交所公告称，第四季度销售收入再创历史新高，达6.599亿美元，同比增长22.4%，环 比增长3.9%。毛利率13.0%，同比上升1.6个百分点，环比下降0.5个百分点。母公司拥有人应占利润 1750万美元，上年同期为亏损2520万美元，上季度为利润2570万美元。华虹半导体预计2026年第一季度 销售收入约在6.5亿美元至6.6亿美元之间，毛利率约在13%至15%之间。 4.航天智装在互动平台表示，公司为GW-A2星座提供了芯片，但不清楚具体发射任务的使用情况，目前 公司2 ...

半导体设备制造商应用材料(AMAT.US)夜盘涨近13%，报370.83美元。 本文源自：金融界AI电报 ...

展望第二财季，应用材料预计营收将介于71.5亿至81.5亿美元之间，调整后每股盈利将介于2.44至2.84美 元之间，分别优于市场预期的70.1亿美元及2.28美元。公司CEO Gary Dickerson在一份声明中表示："关 于AI计算领域的全球行业整体投资进程的加速"正在推动公司的业绩迈向强劲增长轨迹。(格隆汇) 半导体设备制造商应用材料(AMAT.US)夜盘涨近13%，报370.83美元。 消息面上，应用材料公布，截至1月止第一财季利润同比增长70%至20.3亿美元，调整后每股收益为2.38 美元，高于市场预期的2.21美元；营收则同比下滑2%至70.1亿美元，仍高于市场预期的68.7亿美元。 ...

Editor’s Note: This story has been updated to include details on Rivian’s quarterly earnings.Major U.S. indexes closed lower on Thursday, with the Dow Jones Industrial Average dropping 1.34% to 49,451.98. The S&P 500 slid 1.57% to 6,832.76, while the Nasdaq fell 2.04% to 22,597.14.These are the top stocks that gained the attention of retail traders and investors through the day.Coinbase Global, Inc. (NASDAQ:COIN) cloCoinbase stock closed down 7.90% at $141.09, with an intraday high of $153.20 and low of $13 ...

智通财经APP获悉，全球最大规模半导体设备制造商之一应用材料(AMAT.US)在周四美股收盘后公布最 新季度业绩与未来展望报告，数据显示，覆盖几乎全套高端半导体设备的应用材料公司给出了超预期季 度业绩以及无比强劲的未来业绩指引区间，凸显出在全球范围AI算力基础设施建设浪潮如火如荼以 及"存储芯片超级周期"宏观背景之下，半导体设备厂商们也迎来超级增长周期，它们将是AI芯片(涵盖 AI GPU/AI ASIC)与DRAM/NAND存储芯片产能急剧扩张趋势的最大规模受益者。 应用材料股价在美股盘后交易中一度暴涨超14%，主要因该公司给出了出人意料的极度强劲营收预测区 间，表明人工智能与存储类半导体需求正在大幅推动台积电等芯片制造领军者们加速推进半导体高端制 造设备采购。 市场最为聚焦的业绩展望方面，这家美国最大规模的半导体制造设备与先进封装设备供应商预计，其 2026财年第二季度营收约为76.5亿美元，上下浮动范围约5亿美元，相比之下，华尔街分析师们对于应 用材料该财季(截至今年4月)的平均营收预期为70.3亿美元——要知道，随着3nm及以下先进制程AI芯片 扩产与CoWoS/3D先进封装产能、DRAM/NAND存 ...

展望未来， 应用材料发布了2026年第二季度的乐观指引，预计非公认会计准则每股收益将在7.15美元至8.15美元之间。这一展望远高 于7.02美元的市场共识，表明半导体资本设备市场将继续保持强劲势头。 特定业务领域的创纪录表现提振了整体业绩，其中半导体系统部门实现了DRAM收入的历史新高。此外，应用全球服务部门在服务和备 件方面创下了收入新高，这得益于客户维持了现有工具的高使用率。 "应用材料在我们的财政第一季度交付了强劲业绩，这得益于行业对AI计算投资的加速，"总裁兼首席执行官Gary Dickerson表示。他进 一步指出，公司预计"今年我们的半导体设备业务将增长超过20%。" 管理层强调了他们持续致力于扩大工业产能，以满足下一代芯片不断增长的技术需求。首席财务官Brice Hill表示："在过去几年中，我 们几乎将系统制造能力翻了一番，加强了供应链并增加了库存，为市场增长做好准备。" 应用材料公司(Applied Materials Inc) (NASDAQ:AMAT) 股价在周四盘后交易中攀升13%，此前该公司发布了强劲的季度业绩。这家总部位于圣克 拉拉的芯片设备制造商显著受益于行业范围内对人工智能计 ...

每经AI快讯，2月13日，应用材料公司公布季度财报后，盘后交易中其股价上涨12.77%。 ...

Applied Materials (AMAT) reported $7.01 billion in revenue for the quarter ended January 2026, representing a year-over-year decline of 2.2%. EPS of $2.38 for the same period compares to $2.38 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $6.89 billion, representing a surprise of +1.79%. The company delivered an EPS surprise of +8.53%, with the consensus EPS estimate being $2.19.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Core Viewpoint - The company predicts that its revenue and profit for the second quarter will exceed market expectations, driven by the growth in demand for artificial intelligence processors and a global memory shortage [1] Group 1: Company Performance - The company expects second-quarter sales to be approximately $7.65 billion, with a variance of plus or minus $500 million, compared to the market expectation of $7.01 billion [1] - The CEO, Gary Dickerson, stated that accelerated investment in artificial intelligence computing is driving the company's performance growth [1] Group 2: Market Impact - The optimistic outlook from the company has boosted market sentiment, leading to stock price increases for peers Lam Research and KLA, which rose nearly 3% in after-hours trading [1] - The rapid construction of artificial intelligence infrastructure is consuming a significant portion of the global memory chip supply, enhancing production capacity and further driving sales for the company [1] Group 3: Industry Trends - There is a growing demand for higher performance and energy-efficient chips, which is driving rapid growth in frontier logic, high-bandwidth memory, and advanced packaging [1]

Applied Materials (AMAT) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $2.19 per share. This compares to earnings of $2.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.53%. A quarter ago, it was expected that this maker of chipmaking equipment would post earnings of $2.11 per share when it actually produced earnings of $2.17, delivering a surprise of +2.84%.Over the last fou ...