美股详情

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OLED概念

5,637.07

+67.141.21%

涨家数：3

跌家数：1

平家数：- -

市盈率：- -

高：5,640.76

开：5,099.71

低：5,093.81

收：5,569.93

成交量：1,692.42万

成交额：34.43亿

市值：1,901.57亿

流通市值：1,878.61亿

数据加载中...

总览新闻资讯

应用材料(AMAT.US)2025Q4电话会：预计DRAM业务将走强半导体业务短期内将保持平稳

智通财经网

多家上市公司竞速高世代OLED产能明年起集中释放

证券日报网

应用材料对华断供，份额腰斩！

TCL华星发布全球首款Real Stripe RGB OLED手机显示屏

应用材料：美国出口管制新规暂停，明年对华销售额将增加6亿美元

应用材料(AMAT.US)开跌8.9%，创8月15日以来最大跌幅。

美国出口限制收紧冲击中国业务，应用材料盘前下跌6%

环球市场播报

TCL华星连发4款重磅显示新品，AI大模型深入研发制造，印刷OLED再突破

周五关注股票：应用材料、英伟达、华纳兄弟

应用材料美股盘前跌超5%

南方财经网

应用材料股价盘前下跌5.2%；公司预测2026年中国支出减弱，因美国限制加严

《美股》应用材料(AMAT.US)末财季业绩胜预期首财季指引优于预期

应用材料高管表示，成本削减在一定程度上被关税压力和库存管理抵消

应用材料首席执行官表示将无法继续服务中国DRAM市场及部分传统芯片制造市场

应用材料首席财务官表示贸易限制导致在2025财年失去超过20%的中国市场份额

应用材料第四财季销售68.0亿美元

每日经济新闻

BUZZ-前瞻：应用材料公司随大盘下跌，业绩将于盘后公布

关注股票：思科、迪士尼、应用材料

应用材料盘中异动早盘股价大跌3.01%报228.00美元

苹果最强笔记本！MacBook Pro将升级OLED屏

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25%左右，对华份额近乎腰斩。迪克森指出，该公司无法服务的中国企业，仍在向外国竞争对手采购产品，这也导致其中国市场份额被拱手让出。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115165720a4a35363&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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OLED手机显示屏未来应该会有更多厂商配备，给用户带来更清晰、低功耗的屏幕体验。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8oIeLFfHIzk","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4141","BK4585","BK4518","OLED","BK4573"],"gpt_icon":0},{"id":"2583689652","title":"应用材料：美国出口管制新规暂停，明年对华销售额将增加6亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2583689652","media":"芯智讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583689652?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 09:56","pubTimestamp":1763171769,"startTime":"0","endTime":"0","summary":"然而，应用材料公司表示，由于美国出口管制收紧限制了其市场准入，预计2026年其在中国的芯片制造设备支出将下降，但下半年整体营收将有所增长。2026财年营收将减少6亿美元。应用材料预测2026财年第一财季营收为68.5亿美元，上下浮动5亿美元。应用材料还确认，暂停50%股权穿透出口管制规则将使公司在整个财年恢复约6亿美元的销售额。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115100434a6fa9d15&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:46","pubTimestamp":1763120760,"startTime":"0","endTime":"0","summary":"　　受美国出口限止收紧影响，芯片设备制造商应用材料公司预计明年在华支出将减少，该公司股价于周五开盘前下跌 6%。　　美国政府正加大对外国企业的打击力度，重点针对那些通过子公司及关联企业规避芯片制造设备及相关产品出口限止的行为。这一举措对应用材料及其竞争对手的销售额造成了冲击。应用材料预计，2026 年下半年整体营收将实现增长。　　截至目前，应用材料股价今年已累计上涨 37.3%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6cae3bfcc49bf6d4eea07bebcf28864c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-11-14/doc-infxkpaw2934095.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00BQXX3C00.GBP","BK4147","LU0868494617.USD","BK4588","BK4519","IE00BD6J9T35.USD","LU0868494708.USD","LU2089284900.SGD","LU2023251221.USD","LU2023250504.SGD","SG9999001424.SGD","LU0274383776.USD","LU1803068979.SGD","LU2106854487.HKD","SG9999002224.SGD","LU2271345857.HKD","LU2931357623.SGD","LU1069344957.HKD","IE00B5949003.HKD","LU2111349929.HKD","LU2023250843.SGD","AMAT","LU0238689110.USD","IE00BSNM7G36.USD","BK4533","IE00BQXX3F31.USD","LU0158827948.USD","BK4543","IE0009356076.USD","LU0792757196.USD","LU0889566641.SGD","LU1153585028.USD","LU1815333072.USD","LU1815336760.USD","SG9999002232.USD","LU1035775433.USD","LU1778281490.HKD","LU1267930813.SGD","BK4534","BK4567","LU2458330169.SGD","BK4518","LU0354030511.USD","LU0354030438.USD","LU0061474960.USD","LU0096362180.USD","LU0444971666.USD","LU0476273544.USD","LU0348723411.USD","LU0158827781.USD"],"gpt_icon":0},{"id":"2583053085","title":"TCL华星连发4款重磅显示新品，AI大模型深入研发制造，印刷OLED再突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2583053085","media":"智东西","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583053085?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 18:48","pubTimestamp":1763117293,"startTime":"0","endTime":"0","summary":"TCL华星在制造、研发、运营等环节均已深度应用AI技术。TCL华星今年发布的星智X-Intelligence 3.0，据称是显示领域首款强推理垂域大模型，面向显示产业通用、专业、创新等多场景提供AI支撑。TCL科技高级副总裁、TCL华星首席执行官赵军提到，显示与AI的双向奔赴创造出新的价值空间。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8oHRsJrBlqi","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4585","BK4141","OLED","BK4518","BK4573"],"gpt_icon":0},{"id":"1147551009","title":"周五关注股票：应用材料、英伟达、华纳兄弟","url":"https://stock-news.laohu8.com/highlight/detail?id=1147551009","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147551009?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 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16:43","pubTimestamp":1763109780,"startTime":"0","endTime":"0","summary":"芯片设备生产商应用材料(AMAT.US)公布10月26日止2025全财年业绩，年度收入达283.7亿美元，按年上升4.4%；每股摊薄盈利8.66美元，按年升1%。non-GAAP每股盈利9.42美元，按年升9%。单计第四季度，收入则为68亿美元，按年跌3%，较市场预期高出1.5%；GAAP每股盈利2.38美元，按年升1...","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250731162948870_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250731162948870_s.jpg"],"rights":{"source":"aastocks_forex","url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1483835&catg=1","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1483835&catg=1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_forex","symbols":["LU2089283258.USD","LU0096362180.USD","LU1035775433.USD","BK4534","LU0868494617.USD","LU0444973449.USD","LU2023250843.SGD","IE00BQXX3C00.GBP","LU2089284900.SGD","LU1674673428.USD","LU2089985449.USD","LU1069344957.HKD","LU1989773731.SGD","LU0957791311.USD","LU0238689110.USD","LU0444971666.USD","IE00BQXX3D17.EUR","LU0348723411.USD","LU0354030438.USD","LU0081259029.USD","AMAT","LU2931357623.SGD","BK4588","BK4518","BK4516","IE00BD6J9T35.USD","LU1917777945.USD","LU0109392836.USD","LU0011850046.USD","LU0476273544.USD","LU0061474960.USD","LU2028103732.USD","BK4533","LU1989763005.USD","LU1267930813.SGD","BK4543","LU2023251221.USD","BK4147","LU0158827948.USD","SG9999002224.SGD","BK4585","LU0868494708.USD","LU0889566641.SGD","LU1778281490.HKD","LU1823568750.SGD","LU1153585028.USD","IE00B5949003.HKD","LU0079474960.USD","LU1815336760.USD","IE00BSNM7G36.USD"],"gpt_icon":0},{"id":"1142534950","title":"应用材料高管表示，成本削减在一定程度上被关税压力和库存管理抵消","url":"https://stock-news.laohu8.com/highlight/detail?id=1142534950","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142534950?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 06:33","pubTimestamp":1763073193,"startTime":"0","endTime":"0","summary":"应用材料高管表示，成本削减在一定程度上被关税压力和库存管理抵消。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0957808578.USD","LU0348723411.USD","LU0158827781.USD","LU1046421795.USD","BK4585","LU0096362180.USD","LU1642822529.SGD","LU1989763005.USD","IE00BSNM7G36.USD","LU2106854487.HKD","BK4519","LU1823568750.SGD","BK4567","BK4543","LU0011850046.USD","LU0274383776.USD","BK4147","IE00BQXX3C00.GBP","LU0158827948.USD","LU0444973449.USD","LU1803068979.SGD","LU1917777945.USD","SG9999001424.SGD","LU2023250843.SGD","LU0109392836.USD","LU1974910355.USD","LU2089985449.USD","LU2089283258.USD","BK4516","BK4534","IE00BQXX3F31.USD","LU2023250504.SGD","LU0792757196.USD","BK4533","LU0957791311.USD","LU0868494617.USD","SG9999002232.USD","IE0009356076.USD","LU2458330243.SGD","LU0868494708.USD","LU2458330169.SGD","BK4588","LU0889566641.SGD","LU0354030438.USD","LU0942090050.USD","LU1035775433.USD","LU1989773731.SGD","LU2028103732.USD","IE00BQXX3D17.EUR","LU2931357623.SGD","LU0061474960.USD","SG9999002224.SGD","BK4518","LU1069344957.HKD","LU1267930813.SGD","LU2111349929.HKD","LU1674673691.USD","IE00BD6J9T35.USD","LU1815333072.USD","IE00B5949003.HKD","LU0079474960.USD","LU1778281490.HKD","LU2089284900.SGD","LU0476273544.USD","LU2023251221.USD","LU0354030511.USD","LU0444971666.USD","LU1153585028.USD","LU1815336760.USD","LU0238689110.USD","LU2271345857.HKD","AMAT","LU0081259029.USD","LU1674673428.USD"],"gpt_icon":0},{"id":"1113191025","title":"应用材料首席执行官表示将无法继续服务中国DRAM市场及部分传统芯片制造市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1113191025","media":"美股速递","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113191025?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 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01:37","pubTimestamp":1763055447,"startTime":"0","endTime":"0","summary":"11月13日 - ** 应用材料公司AMAT.O股价周四下跌3.1%，因大盘下跌，这家半导体制造设备制造商在收盘后公布的季度业绩报告显示，其营业收入和每股收益将同比下降。** 纳斯达克.IXIC指数午盘下跌约1.8%。** 据LSEG报导，分析师预计AMAT第四季度营收为 66.65亿美元，去年同期为 70.45亿美元；每股收益为2.09美元，去年同期为2.32美元。** 本周，Stifel 将 AMAT 的预测价格从 215 美元上调至 250 美元。** AMAT的12个月预测中值为240美元， 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Pro将升级OLED屏","url":"https://stock-news.laohu8.com/highlight/detail?id=2582803033","media":"快科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582803033?lang=zh_cn&edition=fundamental","pubTime":"2025-11-11 00:10","pubTimestamp":1762791045,"startTime":"0","endTime":"0","summary":"需要注意的是，下一代MacBook Pro并非全系标配OLED屏幕。具体来看，搭载M6 Pro和M6 Max芯片的MacBook Pro将配备OLED屏，但是搭载M6芯片的MacBook Pro仍将继续使用Mini LED屏幕。虽然M6 MacBook Pro无缘OLED屏，但是按照苹果的规划，后续MacBook Pro都会切入OLED，因为后面的MacBook Air也将拥抱OLED，但是推出时间较晚，预计要等到2028年。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111001631a6efe771&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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