大行評級|摩根大通:上調應用材料目標價至240美元 未來數年有望在WFE市場跑贏
摩根大通發表報吿,指應用材料4月底止次財季業績穩固,受ICAPS事業部(物聯網、通訊、汽車、功率和傳感器)及DRAM業務持續強勁,在先進封裝新興領域增長,以及服務業務持續強勁所支持。展望7月底止現財季,受惠前緣晶圓代工、邏輯開支加大,以及重大技術創新的初始投資,先進DRAM及HBM開支,以及ICAPS事業部持續付運,公司對收入、毛利率及每股盈利的預測都高於市場預期,但被中國市場支出放慢所局部抵銷。
報吿料應用材料7月底止現財季的勢頭將擴至今年下半年,及延續至2025年。整體而言,報吿料公司在未來多項技術創新上處有利位置,未來數年有望在半導體晶圓廠設備(WFE)市場持續跑贏,目標價由230美元上調至240美元,評級“增持”。
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