With tech companies continuing to boost AI spending, the valuation of many chipmakers are increasingly expensive. Chip stocks have become a favorite way to bet on artificial intelligence. But after big runups in companies like Broadcom Inc., investors are turning to an often overlooked group — suppliers of the gear used to make semiconductors. Most Read from Bloomberg Teradyne Inc., a provider of tools used for testing chips during the manufacturing process, has nearly doubled from an April low and is up ...

公司概况 - 应用材料公司(AMAT)在半导体行业扮演关键角色 其设备是芯片生产的必备条件 进而支撑数据中心和自动驾驶等现代技术发展 [1] 投资筛选标准 - 理想投资标的需满足三大特征：营收/盈利/自由现金流同步增长 优质增长前景 以及合理估值 [1] - 更偏好自由现金流利润率高的稳定增长公司 同时关注分红股票和大规模股票回购计划 [1] 市场反应 - 尽管公司基本面强劲 但股价在近期仍遭遇下跌 [1]