根据北方华创提供的信_老虎社区_美港股上老虎

价值投资为王
2025-09-29

根据北方华创提供的信息，2024年应用材料公司的营业收入214.39亿美元，LAM公司的营业收入127.53亿美元，TEL公司的营业收入126.51亿美元，以上三家企业在中国大陆市场的销售收入占其总收入的比例均超过 40%，合计近200亿美元。
随着美国对华半导体打压，自主可控成为大势所趋，国产设备正在大量替代海外厂商。
由此，是否可以大胆假设，未来应用材料、拉姆研究的业绩增速会很平庸？只有阿斯麦这种中国做不到的设备企业还能享受红利？ $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$ $北方华创(002371)$

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