In 2004, 43.5 million fans watched popular \The Lord of the Rings: The Return of the King\ win 11 Oscars, including best film ...

今日关注点：作为晶圆厂设备的多元化持仓，AMAT 被视为参与 AI 建设的稳妥方式——覆盖内存、代工与先进封装。多头依赖封装胜利与广谱工具，怀疑派则警惕出口管制常态风险以及大型 AI 客户可能的支出平滑。