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KLAC 科磊
交易中 03-23 10:18:22 EDT
1,560.33
+61.66
+4.11%
最高
1,565.99
最低
1,511.52
成交量
13.81万
今开
1,533.52
昨收
1,498.67
日振幅
3.63%
总市值
2,050亿
流通市值
2,050亿
总股本
1.31亿
成交额
2.14亿
换手率
0.11%
流通股本
1.31亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
杰富瑞下调科磊目标价至1700美元
中金财经 · 03-16
杰富瑞下调科磊目标价至1700美元
科磊公布额外70亿美元股票回购计划并提高股息
格隆汇 · 03-12
科磊公布额外70亿美元股票回购计划并提高股息
科磊举办投资者日活动，宣布70亿美元股票回购计划及季度股息上调21%，重申2026年3月财年指引
美股速递 · 03-12
科磊举办投资者日活动，宣布70亿美元股票回购计划及季度股息上调21%，重申2026年3月财年指引
科磊盘中异动 早盘股价大跌5.39%
市场透视 · 03-03
科磊盘中异动 早盘股价大跌5.39%
科磊涨0.46% 股价突破1500美元大关
市场透视 · 02-23
科磊涨0.46% 股价突破1500美元大关
花旗：将科磊目标价上调至1800美元
格隆汇 · 02-02
花旗：将科磊目标价上调至1800美元
ASML、泛林、KLA 意见一致：晶圆厂容量是芯片制造商扩产瓶颈
IT之家 · 02-02
ASML、泛林、KLA 意见一致：晶圆厂容量是芯片制造商扩产瓶颈
科磊业绩指引“温吞” 内存复苏浪潮下同业更受青睐——市场快讯
投资观察 · 01-31
科磊业绩指引“温吞” 内存复苏浪潮下同业更受青睐——市场快讯
异动解读 | 科磊盘中大跌11.6%，Q3指引未达预期引发估值担忧与获利了结
异动解读 · 01-30
异动解读 | 科磊盘中大跌11.6%，Q3指引未达预期引发估值担忧与获利了结
美股异动 | 科磊(KLAC.US)大跌10% 2026财年第三财季业绩指引不及预期
智通财经 · 01-30
美股异动 | 科磊(KLAC.US)大跌10% 2026财年第三财季业绩指引不及预期
美股前瞻 | 三大股指期货齐跌 特朗普提名沃什掌舵美联储 金银“高台跳水”
智通财经 · 01-30
美股前瞻 | 三大股指期货齐跌 特朗普提名沃什掌舵美联储 金银“高台跳水”
异动解读 | 科磊盘前大跌10.06%，Q3指引未达预期引发估值担忧与获利了结
异动解读 · 01-30
异动解读 | 科磊盘前大跌10.06%，Q3指引未达预期引发估值担忧与获利了结
“收入+利润”双双超预期，但芯片设备制造商科磊为何下跌？ | 财报见闻
华尔街见闻 · 01-30
“收入+利润”双双超预期，但芯片设备制造商科磊为何下跌？ | 财报见闻
异动解读 | 业绩超预期但估值担忧引发获利了结，科磊夜盘大跌8.56%
异动解读 · 01-30
异动解读 | 业绩超预期但估值担忧引发获利了结，科磊夜盘大跌8.56%
Q2业绩“双超”指引强劲，科磊(KLAC.US)盘后却暴跌：AI狂欢后估值风险引担忧?
智通财经 · 01-30
Q2业绩“双超”指引强劲，科磊(KLAC.US)盘后却暴跌：AI狂欢后估值风险引担忧?
半导体概念盘前延续强势表现 美光科技升2.41% 大摩料多家企业Q4业绩将超预期
金吾财讯 · 01-22
半导体概念盘前延续强势表现 美光科技升2.41% 大摩料多家企业Q4业绩将超预期
AI支出+周期复苏双引擎驱动！小摩看好半导体再迎“丰收年” 首推英伟达(NVDA.US)、美光(MU.US)等
智通财经 · 01-22
AI支出+周期复苏双引擎驱动！小摩看好半导体再迎“丰收年” 首推英伟达(NVDA.US)、美光(MU.US)等
大行评级｜小摩：预计上季半导体及设备行业业绩符合或优于预期，予博通、英伟达等“增持”评级
格隆汇 · 01-22
大行评级｜小摩：预计上季半导体及设备行业业绩符合或优于预期，予博通、英伟达等“增持”评级
财报前瞻｜科磊本季度营收预计增10.55%，机构观点偏乐观
财报Agent · 01-22
财报前瞻｜科磊本季度营收预计增10.55%，机构观点偏乐观
美股异动|科磊股价重挫5.21% 市场担忧AI泡沫与政策变局助推调整
美股情报站 · 01-21
美股异动|科磊股价重挫5.21% 市场担忧AI泡沫与政策变局助推调整
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公司概况
公司名称：
科磊
所属市场：
NASDAQ
上市日期：
--
主营业务：
科磊公司成立于1997年4月，是一家在特拉华州注册的公司。该公司是过程控制领域的全球领导者，也是为包括半导体、印刷电路板（“PCB”）和显示器在内的众多行业提供流程支持解决方案的供应商。该公司为制造和测试晶圆和薄板、集成电路（“IC”或“芯片”）、封装、发光二极管、功率器件、化合物半导体器件、微机电系统、数据存储、印刷电路板、平板和柔性面板显示器以及通用材料研究提供解决方案，并在已安装的基础上提供合同和全面的安装和维护服务。
发行价格：
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15:57","pubTimestamp":1773647822,"startTime":"0","endTime":"0","summary":"杰富瑞将科磊的目标价从1850美元下调至1700美元，仍维持“买入”评级。(格隆汇)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260316/32071195.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["KLAC"],"gpt_icon":0},{"id":"2618132148","title":"科磊公布额外70亿美元股票回购计划并提高股息","url":"https://stock-news.laohu8.com/highlight/detail?id=2618132148","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618132148?lang=zh_cn&edition=full","pubTime":"2026-03-12 21:12","pubTimestamp":1773321147,"startTime":"0","endTime":"0","summary":null,"market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["IE0009356076.USD","BK4147","LU0868494617.USD","LU2360032135.SGD","LU1974910355.USD","BK4585","IE00BQXX3C00.GBP","BK4581","IE00BQXX3F31.USD","IE00BQXX3D17.EUR","LU2360107168.USD","BK4533","LU2023250504.SGD","LU1951198990.SGD","LU1951200564.SGD","LU1861215975.USD","BK4543","LU1861220033.SGD","LU2290526834.HKD","KLAC","LU2089985449.USD","LU2237438978.USD","IE0008368304.USD","LU0187121727.USD","BK4588","LU0274383776.USD","BK4519","IE00BSNM7G36.USD","LU2023250843.SGD","LU2125154935.USD","LU1923623000.USD","LU2125154778.USD","LU1917777945.USD","KLAG","LU2106854487.HKD","LU0314104364.USD","159207","LU2244417387.USD","LU0170899867.USD","IE00B5949003.HKD"],"gpt_icon":0},{"id":"1135365120","title":"科磊举办投资者日活动，宣布70亿美元股票回购计划及季度股息上调21%，重申2026年3月财年指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1135365120","media":"美股速递","labels":["shareholding","dataReport","buyback"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1135365120?lang=zh_cn&edition=full","pubTime":"2026-03-12 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股价突破1500美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2613483762","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613483762?lang=zh_cn&edition=full","pubTime":"2026-02-23 22:30","pubTimestamp":1771857024,"startTime":"0","endTime":"0","summary":"北京时间2026年02月23日22时30分，科磊股票出现异动，股价急速上涨0.46%。截至发稿，该股报1502.83美元/股，成交量1.5822万股，换手率0.01%，振幅1.18%。最近的财报数据显示，该股实现营业收入32.95亿美元，净利润11.46亿美元，每股收益8.73美元，毛利19.65亿美元，市盈率43.65倍。科磊股票所在的半导体行业中，整体涨幅为0.00%。在这部分市场中，科磊占有多数份额。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223223024a716310e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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意见一致：晶圆厂容量是芯片制造商扩产瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=2608833463","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608833463?lang=zh_cn&edition=full","pubTime":"2026-02-02 09:45","pubTimestamp":1769996709,"startTime":"0","endTime":"0","summary":"IT之家 2 月 2 日消息，重要半导体设备制造商 ASML 阿斯麦、Lam Research 泛林、KLA 科磊上周均发布了季度财报，这三家企业在电话会议上均表示晶圆厂容量 是芯片制造商扩充产能以应对客户需求的瓶颈。IT之家此前已对 ASML 的季度财报数据进行过报道；泛林在截至 2025 年 12 月 28 日的三个月内实现 53.45 亿美元营收，环比基本持平，同比增长 22.14%；KLA 在 2026 财年 Q2营收为 32.97 亿美元，环比增长 2.71%，同比增长 7.15%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202094732a6c8140b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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内存复苏浪潮下同业更受青睐——市场快讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1178901303","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1178901303?lang=zh_cn&edition=full","pubTime":"2026-01-31 03:30","pubTimestamp":1769801443,"startTime":"0","endTime":"0","summary":"据瑞银分析师蒂莫西·阿库里指出，在半导体行业蓬勃发展的背景下，科磊正面临比同行更为缓慢的增长。该分析师在研究报告中表示：“科磊的业绩指引（及相关评论）略显温吞——但我们认为这可以理解，因为今明两年的行业增长主要来自内存领域，而科磊在该领域的业务占比远低于同业。”他补充道，尽管科磊复杂的供应链能在市场低迷时提供保护，但较长的生产周期也意味着其在行业景气时期无法像应用材料或泛林集团等竞争对手那样快速提升产能。瑞银在维持“中性”评级的同时，将科磊目标股价从1635美元下调至1575美元。科磊股价当日暴跌14%，报收于1446.11美元。\n（本文完）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4581","LU2125154935.USD","IE00BQXX3F31.USD","LU2360107168.USD","BK4147","LU2106854487.HKD","IE0008368304.USD","LU2290526834.HKD","LU0170899867.USD","LU0868494617.USD","LU1923623000.USD","LU2237438978.USD","LU0314104364.USD","BK4588","LU0187121727.USD","LU1974910355.USD","LU2125154778.USD","BK4533","LU1951200564.SGD","IE00BQXX3D17.EUR","LU1861220033.SGD","LU1861215975.USD","IE00B5949003.HKD","LU2023250504.SGD","LU2360032135.SGD","BK4519","BK4585","LU2023250843.SGD","BK4543","IE0009356076.USD","IE00BQXX3C00.GBP","LU2244417387.USD","LU1917777945.USD","LU2089985449.USD","LU0274383776.USD","KLAC","LU1951198990.SGD"],"gpt_icon":0},{"id":"1111708068","title":"异动解读 | 科磊盘中大跌11.6%，Q3指引未达预期引发估值担忧与获利了结","url":"https://stock-news.laohu8.com/highlight/detail?id=1111708068","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1111708068?lang=zh_cn&edition=full","pubTime":"2026-01-30 23:33","pubTimestamp":1769787181,"startTime":"0","endTime":"0","summary":"半导体设备制造商科磊（KLAC）今日盘中股价大幅下挫11.6%，引起市场高度关注。消息面上，尽管公司公布的2026财年第二季度财报显示营收和每股收益均超出市场预期，但其对第三财季的业绩指引未能满足市场对人工智能驱动下加速增长的期待。公司预计第三财季营收为33.5亿美元上下浮动1.5亿美元，非GAAP每股收益预计为9.08美元上下浮动0.78美元，增长幅度相对温和。市场分析认为，此次下跌主要反映了投资者对科磊估值处于历史高位的担忧，以及对公司营收增速已连续三个季度放缓的警惕，部分投资者选择在业绩公布后进行获利了结。在当前半导体行业周期性波动的背景下，市场正在重新评估其后续的增长韧性。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["KLAC"],"gpt_icon":0},{"id":"2607042860","title":"美股异动 | 科磊(KLAC.US)大跌10% 2026财年第三财季业绩指引不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2607042860","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607042860?lang=zh_cn&edition=full","pubTime":"2026-01-30 23:11","pubTimestamp":1769785892,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周五，科磊大跌10%，报1513.01美元。消息面上，科磊公布，截至2025年12月31日的2026财年第二财季营收33亿美元，调整后每股收益8.85美元，均超出市场预期。然而，科磊对第三财季的业绩指引未能满足市场预期。该公司第三财季指引显示，预计收入为33.5亿美元上下浮动1.5亿美元。市场分析普遍认为，此次“业绩利好、股价走跌”的背离现象，主要源于投资者对科磊估值处于历史高位的担忧，以及对公司营收增速已连续三个季度放缓的警惕。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400139.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4147","LU2125154935.USD","LU2089985449.USD","LU1861215975.USD","LU1974910355.USD","IE00BQXX3F31.USD","IE00BQXX3C00.GBP","IE0008368304.USD","LU1951200564.SGD","LU2360032135.SGD","LU0187121727.USD","LU1951198990.SGD","LU2106854487.HKD","BK4533","LU2360107168.USD","LU2023250504.SGD","KLAC","BK4581","LU0868494617.USD","LU2290526834.HKD","BK4543","BK4588","BK4585","LU0314104364.USD","LU1917777945.USD","IE00B5949003.HKD","LU0274383776.USD","LU2023250843.SGD","LU1861220033.SGD","LU2237438978.USD","LU2125154778.USD","IE00BQXX3D17.EUR","IE0009356076.USD","LU1923623000.USD","LU2244417387.USD","BK4519","LU0170899867.USD","VT"],"gpt_icon":0},{"id":"2607010934","title":"美股前瞻 | 三大股指期货齐跌 特朗普提名沃什掌舵美联储 金银“高台跳水”","url":"https://stock-news.laohu8.com/highlight/detail?id=2607010934","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607010934?lang=zh_cn&edition=full","pubTime":"2026-01-30 20:13","pubTimestamp":1769775184,"startTime":"0","endTime":"0","summary":"市场消息特朗普提名沃什掌舵美联储，但国会山博弈或让提名陷入僵局。特朗普在其Truth Social平台上宣布，他打算提名凯文·沃什担任下一任美联储主席。截至发稿，美元指数与美债收益率齐涨，美股三大股指期货、贵金属及工业金属、国际油价均走低。黄金、白银“高台跳水”！美国总统特朗普与参议院民主党人已达成一项临时协议，以避免造成混乱的美国政府停摆。特朗普宣布已达成协议，并敦促两党投票支持。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3b46bddbfba9bc1728007eaee991c1cb","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400022.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":[".SPX","BK4588","KLAC","SPXU","SDS","BK4534","UPRO","MESmain","BK4581","BK4550","SH","BK4559","BK4585","SSO","AAPL","OEF","IVV","SNDK","OEX","BK4504","ESmain","WDC","XOM"],"gpt_icon":1},{"id":"1173883277","title":"异动解读 | 科磊盘前大跌10.06%，Q3指引未达预期引发估值担忧与获利了结","url":"https://stock-news.laohu8.com/highlight/detail?id=1173883277","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1173883277?lang=zh_cn&edition=full","pubTime":"2026-01-30 17:17","pubTimestamp":1769764674,"startTime":"0","endTime":"0","summary":"科磊今日盘前股价大跌10.06%，引起了市场的广泛关注。公司预计第三财季营收为33.5亿美元上下浮动1.5亿美元，非GAAP每股收益预计为9.08美元上下浮动0.78美元，增长幅度相对温和。市场分析认为，此次下跌主要反映了投资者对科磊估值处于历史高位的担忧，以及对公司营收增速已连续三个季度放缓的警惕，部分投资者选择在业绩公布后进行获利了结。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["KLAC"],"gpt_icon":0},{"id":"2607062173","title":"“收入+利润”双双超预期，但芯片设备制造商科磊为何下跌？ | 财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2607062173","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607062173?lang=zh_cn&edition=full","pubTime":"2026-01-30 11:43","pubTimestamp":1769744592,"startTime":"0","endTime":"0","summary":"科磊第二财季业绩全面超预期，但下季度业绩指引增长放缓。在业绩公布前估值与市场预期较高的情况下，谨慎的下季度指引触发短线资金止盈，表现为绩后股价下跌。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3764543","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764543","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2023250504.SGD","IE00B5949003.HKD","BK4543","IE00BQXX3F31.USD","LU2125154935.USD","LU0187121727.USD","KLAC","LU2290526834.HKD","LU2360107168.USD","LU2089985449.USD","BK4585","LU2360032135.SGD","IE0009356076.USD","LU0868494617.USD","IE00BQXX3C00.GBP","LU0274383776.USD","LU1951198990.SGD","IE0008368304.USD","LU1861215975.USD","LU2244417387.USD","BK4147","LU2125154778.USD","BK4535","BK4519","LU2106854487.HKD","LU0170899867.USD","LU2237438978.USD","LU1917777945.USD","LU1951200564.SGD","BK4581","IE00BQXX3D17.EUR","LU2023250843.SGD","LU0314104364.USD","BK4588","LU1974910355.USD","LU1923623000.USD","LU1861220033.SGD","BK4533"],"gpt_icon":1},{"id":"1155018187","title":"异动解读 | 业绩超预期但估值担忧引发获利了结，科磊夜盘大跌8.56%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155018187","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1155018187?lang=zh_cn&edition=full","pubTime":"2026-01-30 09:05","pubTimestamp":1769735139,"startTime":"0","endTime":"0","summary":"科磊（KLAC）今日夜盘股价大跌8.56%，引起了市场的广泛关注。消息面上，尽管公司公布的2026财年第二季度财报显示营收和每股收益均超市场预期，并对下一季度给出了强劲指引，但股价仍出现大幅下跌。市场分析认为，这主要反映了投资者对科磊估值处于历史高位的担忧，以及对公司营收增速已连续三个季度放缓的警惕，部分投资者选择在业绩公布后进行获利了结。此外，尽管本季度自由现金流表现稳健，但与部分机构的极高预期相比存在细微偏差，在当前半导体行业周期性波动的背景下，市场正在重新评估其后续的增长韧性。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["KLAC"],"gpt_icon":0},{"id":"2607505380","title":"Q2业绩“双超”指引强劲，科磊(KLAC.US)盘后却暴跌：AI狂欢后估值风险引担忧?","url":"https://stock-news.laohu8.com/highlight/detail?id=2607505380","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607505380?lang=zh_cn&edition=full","pubTime":"2026-01-30 07:45","pubTimestamp":1769730357,"startTime":"0","endTime":"0","summary":"然而，尽管各项核心财务指标与未来展望均优于预期，科磊的股价在盘后交易中却遭遇了显著回调，一度跌幅超过 8%，反映出市场对该公司过去一段时间过快涨幅的获利了结情绪。市场分析普遍认为，此次“业绩利好、股价走跌”的背离现象，主要源于投资者对科磊估值处于历史高位的担忧，以及对公司营收增速已连续三个季度放缓的警惕。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1399498.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2106854487.HKD","LU1923623000.USD","LU2360107168.USD","KLAC","LU1917777945.USD","BK4588","LU1951198990.SGD","LU0274383776.USD","LU2237438978.USD","BK4581","LU0187121727.USD","LU1861220033.SGD","LU1951200564.SGD","IE0009356076.USD","LU2290526834.HKD","LU0868494617.USD","LU2244417387.USD","LU1974910355.USD","IE0008368304.USD","LU2023250843.SGD","BK4147","LU2360032135.SGD","LU0170899867.USD","IE00BQXX3F31.USD","LU2125154935.USD","IE00B5949003.HKD","LU2089985449.USD","LU1861215975.USD","BK4585","LU0314104364.USD","BK4533","IE00BQXX3D17.EUR","BK4543","BK4519","LU2023250504.SGD","IE00BQXX3C00.GBP","LU2125154778.USD"],"gpt_icon":0},{"id":"2605464259","title":"半导体概念盘前延续强势表现 美光科技升2.41% 大摩料多家企业Q4业绩将超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2605464259","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605464259?lang=zh_cn&edition=full","pubTime":"2026-01-22 17:53","pubTimestamp":1769075588,"startTime":"0","endTime":"0","summary":"金吾财讯 | 半导体概念盘前延续强势表现，美光科技升2.41%，迈威尔科技升2.24%，博通升1.8%，科磊涨1.63%，英特尔升1.59%。摩根大通报告指，进入半导体/半导体设备行业第四季度业绩期(及更广泛的2026年)，该行预期企业将公布符合或优于预期的第四季度业绩，同时对第一季度及2026年全年展望提供建设性评论，这将推动该行近几季所见的正面盈利修正趋势得以延续。该行继续青睐首选标的：博通、迈威尔科技、英伟达、亚德诺、美光科技、科磊及新思科技，评级“增持”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260122175626a6a01c67&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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16:31","pubTimestamp":1769070691,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根大通发表研报表示，随着人工智能支出的持续强劲和周期性复苏趋势的加速，预计半导体行业在2026年有望迎来又一个表现优异的年份，行业整体将继续跑赢大盘。另外，摩根大通认为，支撑AI相关基础设施强劲增长的基本面依然稳固。基于上述判断，摩根大通重申看好以下公司：在半导体领域首选博通、迈威尔科技、英伟达、亚德诺和美光科技;在半导体设备领域偏好科磊;在芯片设计软件领域推荐新思科技。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1396129.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE0009356076.USD","LU1951198990.SGD","LU2272731782.SGD","LU1814569148.SGD","LU0198837287.USD","LU2360107168.USD","LU2357305700.SGD","IE0002270589.USD","LU0320765489.SGD","LU0106261372.USD","LU2357125470.USD","LU1861220033.SGD","BK4532","IE0004445015.USD","LU0689472784.USD","LU1839511570.USD","LU1267930730.SGD","LU1720051017.SGD","SGXZ51526630.SGD","LU0347712357.USD","BK4543","LU2065171311.SGD","LU0476273544.USD","LU0154236417.USD","LU0971096721.USD","LU2237443549.SGD","MU","LU2023250504.SGD","LU1989764664.SGD","HK0000306685.HKD","NVDD","LU1232071149.USD","LU2237443465.HKD","LU0158827948.USD","LU0211328371.USD","LU1642822529.SGD","IE00BQXX3C00.GBP","LU0061474960.USD","LU0889565833.HKD","LU1894683264.USD","LU2552382215.SGD","LU0820561818.USD","BK4592","LU0289961442.SGD","BK4527","IE000ITXATA3.USD","NVDY","LU0820562030.AUD","LU0345768740.USD","LU0225283273.USD","LU0006306889.USD","IE0001KFT4U8.USD","LU0353189680.USD","LU0787776722.HKD","LU2471134523.USD","LU1861215975.USD","IE000KEQY171.SGD","LU1983260115.SGD","LU0048584097.USD","NVD","LU0444973449.USD","LU2125909916.SGD","LU0417517546.SGD","LU2430703095.HKD","BK4548","IE00BLSP4239.USD","LU2458330169.SGD","LU1992135399.USD","HK0000914686.HKD","LU1917777945.USD","LU2456880835.USD","LU1894683348.USD","LU2860962120.EUR","IE00B19Z9505.USD","LU1668664300.SGD","LU1069344957.HKD","LU0265550946.USD","SG9999014880.SGD","BK4512","LU1153585028.USD","LU0265550359.USD","LU1934455277.USD","LU0107464264.USD","IE00BKVL7J92.USD","LU2491049909.HKD","LU2077746001.SGD","LU0444971666.USD","LU1084165304.USD","CDNS","LU0109391861.USD","LU0345770993.USD","LU2191332357.HKD","BK4504","LU2125909759.SGD","LU2430703178.SGD","BK4535","LU0072462426.USD","SG9999014914.USD","LU1935042488.USD","LU2125154778.USD","HK0000914660.USD","LU0079474960.USD","IE00BWXC8680.SGD","LU0390134368.USD","LU0943347566.SGD","BK4549","LU1551013342.USD","LU0882574139.USD","SG9999014898.SGD","LU0496365809.HKD","LU0985320562.USD","LU2462157665.USD","LU0345768153.USD","BK4553","3NVD.UK","HK0000320264.USD","IE00B3M56506.USD","LU0345770308.USD","SG9999015986.USD","LU2430703251.USD","LU0234572021.USD","LU0170899867.USD","LU0061475181.USD","SG9999015358.SGD","LU2361044865.SGD","IE00B3SWFQ91.USD","LU1035775433.USD","LU0210528500.USD","LU0640476718.USD","LU1366192091.USD","LU2213496289.HKD","LU1791710582.SGD","LU0210536198.USD","LU0965508806.USD","IE00BD6J9T35.USD","LU1935042215.USD","BK4141","IE00BLSP4452.SGD","LU2326559502.SGD","IE000YTNTUN2.SGD","2NVD.UK","LU2028103732.USD","IE00B1BXHZ80.USD","LU0124676726.USD","LU0081259029.USD","SG9999017495.SGD","LU2543165471.USD","LU0823434583.USD","LU2065171402.SGD","LU1280957306.USD","LU0215105999.USD","LU0942090050.USD","LU0345769631.USD","LU1923623000.USD","LU2756315318.SGD","LU1868836757.USD","LU2168563687.JPY","IE00B19Z8W00.USD","LU1815333072.USD","LU0210533765.USD","NVDA","LU2249611893.SGD","LU0724617625.USD","BK4612","LU2491050071.SGD","SG9999018865.SGD","IE0034235295.USD","SGXZ81514606.USD","LU0127658192.USD","LU2360032135.SGD","LU0823421416.USD","BK4587","IE00B4JS1V06.HKD","LU1316542783.SGD","LU1323610961.USD","LU2746668974.SGD","LU0965509283.SGD","LU2106854487.HKD","LU1674673691.USD","LU0274383776.USD","LU0342679015.USD","LU1429558221.USD","BK4614","IE00BBT3K403.USD","LU1242518857.USD","LU2097344431.USD","LU1989772840.SGD","LU2381873111.SGD","SGXZ23171101.USD","BK4550","LU2247934214.USD","IE00B5949003.HKD","IE00BJTD4N35.SGD","IE00BKDWB100.SGD","LU2065169927.USD","LU0792757196.USD","LU0256863811.USD","LU0868494708.USD","LU0096364046.USD","IE0005OL40V9.USD","LU2487616109.SGD","IE0003U64NQ7.SGD","LU0061474705.USD","LU0057025933.USD","LU0208291251.USD","IE00BMPRXR70.SGD","LU1242518931.SGD","LU2931357623.SGD","LU0354030438.USD","LU2237957811.SGD","LU1032466523.USD","LU1267930490.SGD","LU1868837136.USD","LU2294711713.HKD","LU1852331112.SGD","LU1718418525.SGD","LU2237443978.SGD","BK4608","IE000M9KFDE8.USD","LU1066051811.HKD","BK4551","LU2471134952.CNY","NVDS.UK","LU0069063385.USD","IE00B3S45H60.SGD","LU0175139822.USD","IE0009G5SDU7.USD","LU0308772762.SGD","LU2065170008.USD","LU0316494557.USD","LU1935042991.SGD","LU2417539215.USD","SG9999002224.SGD","LU2048586759.USD","LU2125909593.SGD","MULL","LU0211326839.USD","LU1366333091.USD","LU221181557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