2026-11-13 仅摘要提及

Cerebras Soars on Sales; Cisco Down on Expectations Miss | Stock Movers

据Bloomberg报道，Cerebras Systems在美股盘前大涨，其销售指引远高于市场预期，并公布与Oracle、Microsoft的新交易；投资者关注其与OpenAI合同部署延迟。思科fiscal 1Q产品订单同比增长21%，但不及预期且增速较上期放缓，股价早盘下跌。应用材料第四季度业绩超预期，第一财季调整后盈利展望强于预期，股价小幅上涨。

Bloomberg · Technology
OpenAI · 提及 Cerebras

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2026-11-11 仅摘要提及

美股盘前：AI硬件股票大幅上涨英伟达涨3.6% SK海力士涨7.2%

据东方财富Choice数据，美股盘前交易于17:00开始后，AI硬件股大幅上涨。截至发稿，英伟达涨3.6%，台积电涨4.3%，博通涨3.6%，SK海力士涨7.2%，AMD与美光均涨5.2%，阿斯麦涨3.7%，应用材料、甲骨文涨5%，泛林集团涨5.4%，lumentum涨8.4%，迈威尔科技涨6.5%，闪迪涨6.6%。原文声明内容与本站立场无关，不构成投资建议。

东方财富 · 财经要闻
英伟达超威半导体 · 提及台积电 · 提及阿斯麦 · 提及

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2026-11-07 仅摘要提及

Democrat shaping AI policy bought chip stocks despite backing congressional trading ban

据CNBC报道，美国新泽西州民主党众议员Josh Gottheimer披露10月12日买入1,001至15,000美元Benchmark Electronics股票；其与妻子共同持有的摩根士丹利账户10月26日买入至多15,000美元Applied Materials股票，此前还三次买入AMD。

CNBC · Markets
超威半导体 · 提及

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2026-11-06 仅摘要提及

美股盘前：AI硬件股集体反弹芯片、存储、半导体设备及光通信板块普遍上涨

北京时间11月6日17:00美股进入盘前交易，AI硬件产业链盘前强劲反弹，芯片、存储、半导体设备及光通信板块普遍上涨。个股方面，泛林集团盘前涨9.08%，闪迪涨7.97%，迈威尔科技涨7.03%，Lumentum涨6.86%，美光科技涨6.44%，Arm涨6.12%，应用材料涨5.85%，AMD与台积电均涨5.69%，西部数据涨5.61%，Coherent涨5.18%。

东方财富 · 财经要闻
超威半导体 · 提及台积电 · 提及

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2026-11-05 仅摘要提及

EE Times Magazine – November 2026

EE Times 2026年11月刊配合 SEMICON Europa 与 electronica 2026 在慕尼黑举行，开篇关注半导体制造与封装进展，涉及应用材料（Applied Materials）在硅谷投资50亿美元的 EPIC 中心。

EE Times

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同环节可比公司

设备全部 →

北方华创

NAURA

提供半导体装备、真空新能源装备和精密电子元器件，应用覆盖集成电路、功率半导体、先进封装及新型显示等领域。

002371.SZ · 4076.5 亿元

中微公司

AMEC

研发等离子体刻蚀、硅通孔刻蚀和 MOCVD 等微观加工设备，面向芯片制造、先进封装及化合物半导体应用。

688012.SH · 2432.9 亿元

盛美上海

ACM Research Shanghai

研发、制造和销售半导体清洗、电镀等设备，服务集成电路、先进晶圆级封装及大硅片制造。

688082.SH · 974.9 亿元

阿斯麦 荷兰

ASML

开发用于芯片制造的光刻系统及相关软件，通过光学与精密设备在硅片上形成电路图形。

US · $549.2B

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公开新闻、公告与研报归档

Besi stock: Applied Materials expands AI packaging partnership - ad-hoc-news.de

Applied Materials: Quarterly Revenue Rises 53 Percent

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Applied Materials Rallies 8% Ahead of Earnings as Chip Stocks Rebound; Lam Research Jumps 9%, KLA Climbs 7%

Applied Materials Jumps 11% Ahead of Earnings; Lam Research Surges 9%, ASML Rises 6%

Applied Materials Sinks 12%, Lam Research Down 14% as Chip Stock Rout Deepens After Midterms

Besi stock: Applied Materials targets 20% stake in chip partner - ad-hoc-news.de

What You Need to Know Ahead of Applied Materials’ Earnings Release

Samsung Display CEO Meets Senior Applied Materials Executive

Applied Materials raises Besi stake. Applied Materials stock sits 46.10 percent below its high - ad-hoc-news.de

Applied Materials Launches ‘Singapore 2030’ Plan to Expand its Operations and Innovation Capabilities

Applied Materials unveils USD 5 billion EPIC: Applied Materials stock has EUR 269.3 billion value - ad-hoc-news.de

Applied Materials, Lam Research, KLA Corporation, FormFactor, and Penguin Solutions shares plummet, what you need to know

Lam Research Sinks 9% as Supply Constraints Cap Outlook; Applied Materials Drops 6%, ASML Holding Falls 4%

Learn Why The Bull Case For Applied Materials Stock Could Change Following EPIC Center Launch

Applied Materials Opens $5B Semiconductor Research Center in California

Video Interview: Applied Materials CEO on the Economics Behind Its $5B EPIC Bet

Applied Materials vs. ASML: Which Can Carry a Bigger Research Bill?

Lam Research vs. Applied Materials: How Much Protection Does the Installed Base Offer?

Applied Materials Unveils $5 Billion EPIC Center

Is BE Semiconductor Industries (ENXTAM:BESI) Undervalued After Its Applied Materials AI Packaging Partnership?

Applied Materials Raises the Bar With New 2030 Targets

Cerebras Soars on Sales; Cisco Down on Expectations Miss | Stock Movers

美股盘前：AI硬件股票大幅上涨英伟达涨3.6% SK海力士涨7.2%

Democrat shaping AI policy bought chip stocks despite backing congressional trading ban

美股盘前：AI硬件股集体反弹芯片、存储、半导体设备及光通信板块普遍上涨

EE Times Magazine – November 2026

同环节可比公司