Institutions collectively raise target prices; AMAT/KLAC/LRCX hit all-time highs on the same day

AI AnalysisIt has the largest market capitalization, leading gains, institutions have densely raised its target price, and it has risen 55% in recent months; it is the strongest signal stock for this round of the equipment sector market.

AI AnalysisLeader in process control and measurement equipment, located in the wafer manufacturing quality inspection segment; the more advanced the AI chip process, the more intensive the demand for KLAC measurement equipment; the target price increase is relatively limited, and the valuation is already at a high level.

AI AnalysisSupplier of etching and thin-film deposition equipment, focusing on the front-end wafer process; AI chip and advanced packaging expansion directly boosts its core equipment shipments; if export controls are tightened, there is a downside risk to China revenue (accounting for about 30%).

AI AnalysisThe sole supplier of extreme ultraviolet lithography equipment, located at the very top of the equipment industry chain; AI advanced process expansion must rely on its lithography machines, highly tied to this supercycle; the Dutch government's export license restrictions on sales to China remain a persistent suppressing factor.