ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks Analysts Are Watching Closely.  On December 10, Bank of America named ASML a “Top Pick,” stating that the semis company is a “Top Idea” in 2026. “ASML is one of our “25 stocks for 2026″ and is on our Europe 1 list of top ideas. With the stock trading on 20.6x ’27 EV/EBITDA, we expect the stock to re-rate as 2027 marks an inflection.” On the same day, Andrew Gardiner from Citi maintained a “Buy” rating on the stock with a price target of €1,200.00. ...

Lam Research Corporation (NASDAQ:LRCX) is among the 13 Best Nanotechnology Stocks to Buy Now. Bernstein Analyst Reaffirms Buy Rating On Lam Research Corporation (LRCX) Stacy Rasgon, a Bernstein analyst, reaffirmed Lam Research’s buy rating on December 1, 2025. He also established a $175.00 price objective. On December 2, 2025, The Fly reported that Morgan Stanley analyst Shane Brett reaffirmed an Equal Weight rating. The analyst increased the firm’s price objective for Lam Research Corporation (NASDAQ:L ...

Group 1 - ASML Holding N.V. is recognized as one of the best nanotechnology stocks to invest in [1] - Citi analyst Andrew Gardiner raised the price target for ASML to EUR 1,200 from EUR 1,050, maintaining a Buy recommendation due to strong growth driven by AI demand [2] - Deutsche Bank also maintained a Buy recommendation, increasing its price target for ASML to EUR 1,150 from EUR 1,000, highlighting ASML's unique position in the extreme ultraviolet lithography market [3] Group 2 - ASML's market dominance is facing challenges from startups, with the Trump administration planning to invest up to $150 million in chip laser startup XLight, which aims to develop energy-efficient technology [4] - Other companies, such as Substrate, are exploring competing technologies in advanced chip manufacturing [4]

KLA Corporation (NASDAQ:KLAC) is among the 13 Best Nanotechnology Stocks to Buy Now. Morgan Stanley Keeps An Equal Weight Rating On KLA Corporation (KLAC) According to TheFly, Morgan Stanley increased their price objective on KLA Corporation (NASDAQ:KLAC) from $1,154 to $1,214 on December 2, 2025. The firm kept an Equal Weight rating. Morgan Stanley stated that its 2026 wafer fab equipment (WFE) forecast remains basically constant at $129 billion, representing an 11% year-over-year rise. The firm also r ...

Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here. As we move into 2025, the market’s concentration persists, with a few dominant mega-cap stocks tied to artificial intelligence (AI) driving most of the favorable outcomes. The fund returned 6.47% in the first nine months of 2025. The fund underperformed the benchmark composite indexes (60% S&P 500 Total Return Index and 40% Bloomberg U.S. G ...

（文章来源：每日经济新闻） 兴业证券指出，2025年第三季度全球半导体市场规模达到2080亿美元，首次突破2000亿美元大关，环比 增长15.8%，创下自2009年第二季度以来的最高季度环比增长率。AI浪潮带动算力需求爆发，服务器、 AI芯片、光芯片、存储、PCB板等环节价值量将大幅提升。未来3年，"先进工艺扩产"将成为自主可控 主线，同时CoWoS及HBM卡位AI产业趋势，先进封装重要性凸显。存储价格触底回升，封测环节稼动 率逐渐回升，未来将受益于AI芯片带动的先进封装需求爆发。此外，3D打印在消费电子领域加速渗 透，折叠机铰链、手表/手机中框等场景有望开启应用元年。端侧AI潜力巨大，耳机和眼镜或成为重要 载体，AI与智能手机硬件的深度融合迈入新阶段。 半导体设备ETF（159516）跟踪的是半导体材料设备指数（931743），该指数从市场中选取涉及半导体 硅片、光刻胶、蚀刻机等关键材料及设备研发生产的上市公司证券作为指数样本，以反映半导体产业链 上游环节相关企业的整体表现。该指数聚焦于半导体材料与设备领域，涵盖技术创新和市场表现等方 面，是衡量半导体产业上游发展水平的重要指标。 ...

Group 1 - The semiconductor industry is projected to achieve a significant milestone, with global semiconductor revenue expected to reach $216.3 billion in Q3 2025, marking the first time quarterly revenue surpasses $200 billion, and an annual revenue forecast of $800 billion [1] - The strong growth in the semiconductor industry is attributed to the expansion of AI advanced processes and a super cycle in storage, with logic chip revenue expected to grow by 37.1% in 2025 and global storage market growth projected at 39.4% in 2026, surpassing the 27.8% growth expected in 2025 [2] - The semiconductor equipment sector is positioned as a critical upstream component of the industry, with expectations for a significant increase in domestic semiconductor equipment orders and performance in 2025, driven by advancements in AI and the expansion projects of major domestic storage manufacturers [2] Group 2 - The semiconductor equipment ETF (561980) tracks the CSI Semiconductor Industry Index, with over 50% equipment content, and has seen a year-to-date increase of over 55%, outperforming similar indices in the semiconductor sector [2] - The semiconductor equipment segment is recognized as a foundational element of the industry, with a clear long-term growth logic supported by structural strong dynamics [2]

午后半导体设备产业链回升。截至13：42，半导体设备ETF（561980）盘中上涨2.36%、实时成交额破2亿，成分股拓荆科技、 天岳先进大涨超9%，晶瑞电材涨超7%，中科飞测、长川科技涨超6%，南大光电、华海清科、中微公司等多股拉升。 | 1分 5分 15分 30分 60分 日 周 月 季 年 多周期 设置 画线 | 净值 叠 区 信息 删自选 十 一 | + | | | 半导体设备ETF 561980 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 分时走势 半导体设备ETF 最新:1.992 均价:1.948 IOPV: 1.9963 1,997 | | | 2.61% | | | | | | 1.992 | | | 2.35% | 1. | 992 +0.046 +2.364% | | | | 1.987 | | | 2.09% | 委比 | +1.40% | | 476 | | 1.982 | | | 1.83% | 5 | 1.997 | | 2163 | | 1.977 | | | 1.57% | | | | | | 1.971 ...

午后半导体设备产业链探底回升。截至13：42，半导体设备ETF（561980）盘中上涨2.36%、实时成交额破2亿，成份股拓荆科技、天岳先进大涨超9%，晶 瑞电材涨超7%，中科飞测、长川科技涨超6%，南大光电、华海清科、中微公司等多股拉升。 根据WSTS预测，全球半导体行业的市场规模有望在2025年同比增长22.5%的基础上，2026年实现26.3%的加速增长，达到9754.6亿美元，接近SEMI预测的 2030年1万亿美金的市场规模目标。 从设备投资角度来看，华泰证券认为以下三个投资主线值得关注：1）AI相关的先进工艺逻辑扩产；2）存储超级周期；3）中国市场的国产化率提升。 一.【AI相关先进工艺逻辑和先进封装扩产】 风险提示：基金有风险，投资需谨慎。 根据WSTS预测，2026年全球存储市场金额同比增长39.4%，同比增速超过2025年的27.8%。根据TrendForce预测，2026年，DRAMBit需求量或增长26%， NANDBit需求量或增长21%（2025：22%/15%），全球DRAM相关投资明年有望实现20%以上高速增长。 三．【中国市场国产化进入深水区，继续看好"东升西降"趋势】 202 ...

We recently published 10 Stocks Boasting the Biggest Gains; 4 Hit Record Highs. Photronics, Inc. (NASDAQ:PLAB) is one of the best performers on Wednesday. Photronics surged to an over 25-year high on Wednesday, as investors took heart from an impressive earnings performance in the fourth quarter and full fiscal year of 2025. At intra-day trading, the stock climbed to its highest price of $38.15 before trimming gains to finish the day just up by 45.39 percent at $37.35 apiece, a level it last touched in F ...