The market appetite has been pushed to the ceiling! Applied Materials (AMAT.US) also cannot escape the "sell the fact" curse: demand for AI equipment is strong, and the Q3 financial report exceeds expectations across the board.

According to Zhitong Finance APP, after the largest chip equipment manufacturer in the U.S., Applied Materials (AMAT.US), delivered a "fully exceeding expectations" report after hours on Thursday, its stock price fell by about 5%. This "good performance, bad stock price" trend reflects that after a year of doubled surges in the AI equipment sector, the market is scrutinizing each financial report with unprecedentedly stringent standards.