$AMAT · Chip Stock Investor · 2026-10-27
说话者认可应用材料将BE Semiconductor持股从略低于10%提高至20%的举措，并将继续持有AMAT。在经历自6月下旬高点以来的大幅抛售后，AMAT的估值看起来合理得多，且其溢价被认为远比Amkor这类实际制造设施上的溢价更合理。
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而我们最看好的标的之一，事实上也是我们十多年前在这个行业领域做出的最初投资——Applied Materials 昨天刚刚宣布，它正在增加对荷兰的 BE Semiconductor Industries（简称 BESI）的战略投资，BESI 是提供先进封装设备的领先企业之一。
And one of our favorites, and in fact, the original investment we made in this part of the industry over a decade ago, Applied Materials just announced yesterday that it is actually increasing its strategic investment into BE Semiconductor Industries, or BESI for short, in the Netherlands, one of the leaders in providing advanced packaging equipment.
他们把对 BESI 的股权投资提高到了公司 20% 的股份。此前只是略低于公司 10% 的股份。我们看好这一战略合作，并将继续持有 Applied Materials。
So they're increasing their equity investment in BESI to 20% of the company. Previously, it was just under 10% of the company. We like this strategic partnership and will continue holding Applied Materials.
它也从 6 月底的高点回落了不少，但现在的估值看起来比之前合理得多。但我们认为，Applied Materials 的溢价估值比 Amkor 这类实际制造设施的溢价估值合理得多。
It also has sold off quite a bit from its peak at the end of June, but the valuation on it now looks significantly more reasonable than it was. But we think that premium valuation for Applied Materials makes much more sense than a premium valuation on the actual manufacturing facilities like Amkor.
这个频道对 $AMAT 的历次判断
Chip Stock Investor 在这只股票上共 2 条判断，这里只列相邻的几条。