科技财报速递｜应用材料双超上修，高预期下股价回落

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应用材料二零二六财年第三季度收入和非通用会计准则每股收益双双超过财报前共识，半导体设备与先进封装增速指引同步上修，原有判断被强化；但超预期幅度有限、中国收入占比下降、下一季毛利率环比走平，加上财报前年内涨幅约百分之二百，引发利好兑现式回落。

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科技财报速递｜应用材料双超上修，高预期下股价回落

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