应用材料公司：7月的抛售是仓位出清而非投资逻辑的终结 ($AMAT)
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应用材料公司（Applied Materials）2026财年第二季度业绩超预期：营收创纪录，每股收益（EPS）增长，并调高了2026年设备前景预测。
Buyside analyst covering global stocks on Seeking Alpha since 2018. I've been investing personally and professionally across major equity markets for about a de...