高盛看好泛林集团、应用材料和希捷科技的半导体前景

英为财情

2025/07/10

Investing.com - 高盛周四在一份报告中对美国半导体资本设备、存储和晶圆代工股票进行了评级，持"平衡观点"，强调中周期动态带来的选择性机会。该公司给予泛林集团(NASDAQ:LRCX)、应用材料(NASDAQ:AMAT)、希捷(Seagate)和闪迪(SanDisk)买入评级，同时给予泰瑞达(NASDAQ:TER)和MKS Instruments(NASDAQ:MKSI)卖出评级。"...

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高盛周四在一份报告中对美国半导体资本设备、存储和晶圆代工股票进行了评级，持\"平衡观点\"，强调中周期动态带来的选择性机会。该公司给予泛林集团(NASDAQ:LRCX)、应用材料(NASDAQ:AMAT)、希捷(Seagate)和闪迪(SanDisk)买入评级，同时给予泰瑞达(NASDAQ:TER)和MKS Instruments(NASDAQ:MKSI)卖出评级。\"...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2879878\">网页链接</a>\n\n</div>\n","source":"investing_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛看好泛林集团、应用材料和希捷科技的半导体前景</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛看好泛林集团、应用材料和希捷科技的半导体前景\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 18:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2879878><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com - 高盛周四在一份报告中对美国半导体资本设备、存储和晶圆代工股票进行了评级，持\"平衡观点\"，强调中周期动态带来的选择性机会。该公司给予泛林集团(NASDAQ:LRCX)、应用材料(NASDAQ:AMAT)、希捷(Seagate)和闪迪(SanDisk)买入评级，同时给予泰瑞达(NASDAQ:TER)和MKS Instruments(NASDAQ:MKSI)卖出评级。\"...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2879878\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0444971666.USD","symbol_name":"天利全球科技基金","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2879878","article_id":"2550647368","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2879878","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2550647368","pubTimestamp":1752143580,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 高盛周四在一份报告中对美国半导体资本设备、存储和晶圆代工股票进行了评级，持\"平衡观点\"，强调中周期动态带来的选择性机会。该公司给予泛林集团、应用材料、希捷和闪迪买入评级，同时给予泰瑞达和MKS Instruments卖出评级。高盛看好的选择受到不断发展的技术需求影响。这一转变据称有利于泛林集团和应用材料，高盛给予它们买入评级，目标价分别为115美元和225美元。在存储领域，高盛看好HDD和NAND周期。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159582":"半导体","LU0444971666.USD":"天利全球科技基金","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4567":"ESG概念","SG9999002224.SGD":"Allianz Global High Payout SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE00B894F039.SGD":"Legg Mason ClearBridge - 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Franklin Technology A (acc) SGD-H1","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4512":"苹果概念"},"translate_title":"Goldman Sachs Bullish on Lam, Applied Materials, and Seagate Technology's Semiconductor Prospects","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159582":1,"STX":1,"AMAT":1},"content_text":"Investing.com - 高盛周四在一份报告中对美国半导体资本设备、存储和晶圆代工股票进行了评级，持\"平衡观点\"，强调中周期动态带来的选择性机会。该公司给予泛林集团(NASDAQ:LRCX)、应用材料(NASDAQ:AMAT)、希捷(Seagate)和闪迪(SanDisk)买入评级，同时给予泰瑞达(NASDAQ:TER)和MKS Instruments(NASDAQ:MKSI)卖出评级。\"我们认为半导体资本设备行业处于中周期状态，既有阻力也有助力，创造了相对稳定的收入动态，\"高盛分析师表示。虽然中国以外的市场自2022年以来一直处于\"明显但温和的下行周期\"，但中国的增长帮助支撑了该板块。\"尽管我们认为下行风险大于上行风险，但我们认为’稳定’收入直至2026年是最可能的结果，\"该银行分析师写道。高盛看好的选择受到不断发展的技术需求影响。\"我们正在从2025/26年的光刻驱动资本支出转向刻蚀/沉积驱动资本支出，\"该公司写道，引用了与环绕式栅极和堆叠技术相关的新工艺要求。这一转变据称有利于泛林集团和应用材料，高盛给予它们买入评级，目标价分别为115美元和225美元。在存储领域，高盛看好HDD和NAND周期。\"尽管HDD行业一直处于周期性上升阶段，但我们认为股票仍有更多上涨空间——STX是我们获取相关敞口的首选方式，\"报告称，给予希捷170美元的目标价。该公司对泰瑞达和MKS持更为谨慎的态度，理由是上行空间有限和宏观经济逆风，同时给予科磊(KLA)、恩特格里斯(NASDAQ:ENTG)、美光科技(NASDAQ:MU)、西部数据(NASDAQ:WDC)、格芯(NASDAQ:GFS)和安靠(NASDAQ:AMKR)中性评级。\"中国对美国半导体资本设备公司而言，代表的是机遇而非威胁，\"高盛补充道，指出战略性本土化已帮助降低该板块的中国敞口风险。\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}