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

AI AnalysisLargest market cap, leading gains, institutions densely raised target prices, and a 55% cumulative rise in recent months; it is the strongest signal stock for this round of the equipment sector rally.

AI AnalysisLeader in process control and measurement equipment, located in the quality inspection link of wafer manufacturing; the more advanced the AI chip process, the more dense the demand for KLAC measurement equipment; the increase in target price 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 drive its core equipment shipments; if export controls are tightened, revenue from the Chinese market (accounting for about 30%) faces downside risk.

AI AnalysisThe only supplier of extreme ultraviolet (EUV) lithography equipment, located at the very top of the equipment industry chain; AI advanced process expansion must rely on its lithography machines, highly binding with this super-cycle; the Dutch government's export license restrictions on sales to China remain a continuous suppression factor.