01/24/2025, 06:32 AM UTC
应用材料：为何现在买入可能为时已晚以期待大回报Applied Materials: Why It May Be Too Late To Buy For Big Returns
1. 应用材料是一家基本面强劲、财务增长令人印象深刻的优质公司。2. 尽管长期增长潜力巨大，但AMAT的当前估值较高，限制了短期至中期投资者的安全边际。3. 半导体制造设备市场预计将增长，支持AMAT的每股收益增长。4. 作者建议现在不要买入AMAT股票，期待未来周期性下跌时更好的入场点。1. Applied Materials is a high-quality company with strong fundamentals and impressive financial growth. 2. Despite its long-term growth potential, AMAT's current valuation is elevated, limiting short-to-medium-term margin of safety. 3. The semiconductor manufacturing equipment market is expected to grow, supporting AMAT's EPS growth. 4. The author recommends holding off on buying AMAT stock now, expecting better entry points in future downturns.---
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