Applied Materials (AMAT) has been on a solid upward trajectory, with its stock rising about 72.4% over the past six months and reaching a new high. This strong performance reflects growing investor confidence in the company’s ability to capitalize on the accelerating adoption of artificial intelligence (AI). The ongoing investments in AI are driving demand for advanced semiconductor manufacturing equipment, supporting its financials and share price. AMAT is one of the world’s leading suppliers of wafer f ...

2026年1月22日，证监会官网显示：江苏邳州的半导体设备企业鲁汶仪器已在江苏证监局完成上市辅导备案，正式启动A股IPO，辅导机构是中 信证券这家头部券商。表明这家在半导体装备领域扎根十余年的"江苏独角兽"，要向资本市场进军了。 鲁汶仪器官网显示，公司主打为集成电路制造提供装备和工艺方案，产品能覆盖逻辑芯片、存储、功率器件、光学、微显示等多个领域的关键 工序。其中，离子束塑形设备（IBS）、离子束沉积设备（IBD）处于行业靠前水平，同时还能提供电感耦合等离子体刻蚀设备（ICP）、薄膜 沉积设备（CVD）、气相分解金属沾污收集设备（VPD）等全套晶圆制造及检测设备，产品种类全、附加值高。 鲁汶仪器目前已手握422项专利，近期凭借"一种喷气结构和等离子体刻蚀机"专利，解决了等离子体浓度均匀性的难题——通过多方向周期性 喷气优化刻蚀效果，刚好匹配5G、人工智能等领域对高精度刻蚀的需求。更关键的是，其研发的磁存储刻蚀机，攻克了磁随机存储器 （MRAM）小尺寸生产的技术难关，有机会打破海外厂商的垄断。靠着这些硬技术，鲁汶仪器不仅入选了2025年江苏独角兽企业名单，还累 计参与215次招投标，市场认可度相当高。 不完全统 ...

鲁汶仪器官网显示，公司主打为集成电路制造提供装备和工艺方案，产品能覆盖逻辑芯片、存储、功率器件、光学、微显示等多个领域的关键 工序。其中，离子束塑形设备（IBS）、离子束沉积设备（IBD）处于行业靠前水平，同时还能提供电感耦合等离子体刻蚀设备（ICP）、薄膜 沉积设备（CVD）、气相分解金属沾污收集设备（VPD）等全套晶圆制造及检测设备，产品种类全、附加值高。 鲁汶仪器 目前 已手握422项专利，近期凭借"一种喷气结构和等离子体刻蚀机"专利，解决了等离子体浓度均匀性的难题——通过多方向周期性 喷气优化刻蚀效果，刚好匹配5G、人工智能等领域对高精度刻蚀的需求。更关键的是，其研发的磁存储刻蚀机，攻克了磁随机存储器 （MRAM）小尺寸生产的技术难关，有机会打破海外厂商的垄断。靠着这些硬技术，鲁汶仪器不仅入选了2025年江苏独角兽企业名单，还累 计参与215次招投标，市场认可度相当高。 2026年1月22日，证监会官网显示：江苏邳州的半导体设备企业鲁汶仪器已在江苏证监局完成上市辅导备案，正式启动A股IPO，辅导机构是中 信证券这家头部券商。表明这家在半导体装备领域扎根十余年的"江苏独角兽"，要向资本市场进军了。 | ...

Group 1: Betterware de Mexico SAPI de C - Betterware de Mexico SAPI de C has a Zacks Rank 1 (Strong Buy) and a Zacks Consensus Estimate for current year earnings increased by 0.6% over the last 60 days [1] - The company's shares gained 52.6% over the last three months compared to the S&P 500's gain of 2.5% [2] - Betterware de Mexico possesses a Momentum Score of A [2] Group 2: Lam Research - Lam Research has a Zacks Rank 1 and a Zacks Consensus Estimate for current year earnings increased by 0.8% over the last 60 days [2] - The company's shares gained 49.8% over the last three months compared to the S&P 500's gain of 2.5% [3] - Lam Research possesses a Momentum Score of B [3] Group 3: Amphenol - Amphenol has a Zacks Rank 1 and a Zacks Consensus Estimate for current year earnings increased by 0.3% over the last 60 days [3] - The company's shares gained 12.9% over the last three months compared to the S&P 500's gain of 2.5% [4] - Amphenol possesses a Momentum Score of B [4]

Ac t i o n | 21 Jan 2026 18:19:50 ET │ 14 pages ASMPT (0522.HK) Rising AP Exposure and SMT Assessment to Unlock Share Value | n Buy | | | --- | --- | | Price (21 Jan 26 16:10) | HK$101.80 | | Target price | HK$125.00↑ | | from HK$100.00 | | | Expected share price return | 22.8% | | Expected dividend yield | 2.1% | | Expected total return | 24.9% | | Market Cap | HK$42,530M | | | US$5,453M | Price Performance (RIC: 0522.HK, BB: 522 HK) CITI'S TAKE We raise our ASMPT target price to HK$125 on its peak valuati ...

Wall Street analysts forecast that Lam Research (LRCX) will report quarterly earnings of $1.17 per share in its upcoming release, pointing to a year-over-year increase of 28.6%. It is anticipated that revenues will amount to $5.23 billion, exhibiting an increase of 19.6% compared to the year-ago quarter.Over the last 30 days, there has been an upward revision of 1.8% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration ...

Core Insights - The individual has a decade of experience in a Big 4 audit firm, focusing on banking, mining, and energy sectors, which provides a strong foundation in finance and strategy [1] - Currently serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] - Active investor in the U.S. stock market for 13 years, with a portfolio that reflects a balanced approach, emphasizing value stocks while maintaining exposure to growth opportunities [1] - Investment philosophy is based on thorough research and a long-term perspective, aiding in navigating various market cycles successfully [1] - Aims to uncover promising under-the-radar stocks that may not be recognized by the broader market, leveraging a background in auditing and finance [1]

Core Viewpoint - Applied Materials (AMAT) remains a "Strong Buy" despite a 67% gain since the last analysis, driven by the ongoing influence of AI on the economy and capital expenditures [1] Company Analysis - The company is positioned to benefit from increased capital expenditures and supply chain developments related to AI [1] - The analyst emphasizes a focus on earnings, technological disruption, policy shifts, and capital flows to identify mispriced opportunities [1] Investment Strategy - The investment approach combines top-down macro analysis with bottom-up stock selection and real-time positioning using tools like Bloomberg and data models [1] - The analyst shares high-conviction ideas and contrarian views on both growth and value stocks [1]

Core Viewpoint - Applied Materials (AMAT) remains a "Strong Buy" despite a 67% gain since the last analysis, driven by the ongoing influence of AI on the economy and capital expenditures [1] Company Analysis - The company is positioned to benefit from increased capital expenditures and supply chain developments related to AI [1] - The analyst emphasizes a focus on earnings, technological disruption, policy shifts, and capital flows to identify mispriced opportunities [1] Investment Strategy - The investment approach combines top-down macro analysis with bottom-up stock selection and real-time positioning using tools like Bloomberg and data models [1] - The analyst shares high-conviction ideas and contrarian views on both growth and value stocks [1]

南财智讯1月23日电，精智达公告，公司控股子公司合肥精智达集成电路技术有限公司签订日常经营性 销售合同，合同标的为半导体测试设备及其配套治具，合同总金额为人民币13.11亿元（含税）。 ...