Da Mo considers 2025 as a 'transition period' for wafer fab equipment, downgrades the rating of applied materials (AMAT.US).
Morgan Stanley believes that 2025 will be a "transition period" for the wafer fab equipment market, thus lowering the rating of semiconductor equipment company Applied Materials (AMAT.US).
Applied Materials Slides on Morgan Stanley Downgrade; Sees 2025 as 'Transition' Year
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Applied Mat Analyst Ratings
Bank of America Outlook for 2025: The most aggressive policies in the usa in a century will fuel a "technology bubble", but "the higher one climbs, the harder one falls."
Bank of America warns that the U.S. stock market may have reached a critical point of collapse, potentially facing the impact of the AI bubble and Trump’s policies next year. The similarities between AI and the internet of the late 1990s are apparent, with the bubble's burst only a matter of time. If Trump fulfills his campaign promises, it could bring a brief prosperity to the U.S. stock market, but it would also fuel the bubble, leading to a major depression.
Morgan Stanley Downgrades Applied Materials to Underweight From Equalweight, Adjusts Price Target to $164 From $179
Applied Materials, Inc. (AMAT) Wells Fargo 8th Annual TMT Summit Conference (Transcript)
Check Out What Whales Are Doing With AMAT
S&P and Nasdaq on Track for Third Record Close This Week | Live Stock
Shareholders Would Enjoy A Repeat Of Applied Materials' (NASDAQ:AMAT) Recent Growth In Returns
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
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Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
Tuesday S&P 500 Pulls Back From Highs, Nasdaq Climbs | Live Stock
Applied Materials Not Changing Guided Ranges of Q1 Business Outlook
Express News | Applied Materials Inc - Not Changing Guided Ranges of Our Q1 of Fiscal 2025 Business Outlook Provided in Our Nov. 14, Financial Results Press Release
President Capital Management Downgrades Applied Materials to Neutral, Price Target Is $200
Applied Materials Issues Statement on Latest U.S. Export Regulations