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LRCX 拉姆研究
休市中 04-24 16:00:00 EDT
267.78
+9.22
+3.57%
盘后
268.77
+0.99
+0.37%
19:59 EDT
最高
275.84
最低
266.88
成交量
1,231万
今开
267.50
昨收
258.56
日振幅
3.47%
总市值
3,344亿
流通市值
3,344亿
总股本
12.49亿
成交额
33.28亿
换手率
0.99%
流通股本
12.49亿
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
异动解读 | 拉姆研究盘中大涨5.09%,第三财季业绩超预期且第四财季指引强劲
异动解读 · 04-24 21:38
异动解读 | 拉姆研究盘中大涨5.09%,第三财季业绩超预期且第四财季指引强劲
“美版ASML”业绩狂飙!Lam Research季度营收创纪录,CEO称明年也“相当好”
华尔街见闻 · 04-23 08:52
“美版ASML”业绩狂飙!Lam Research季度营收创纪录,CEO称明年也“相当好”
美股夜盘 | 明星股绩后涨跌不一,德州仪器夜盘大涨10%、拉姆研究涨2%,特斯拉夜盘微跌、ServiceNow暴跌12%;Lululemon任命新CEO,夜盘跌4%
老虎资讯综合 · 04-23 08:12
美股夜盘 | 明星股绩后涨跌不一,德州仪器夜盘大涨10%、拉姆研究涨2%,特斯拉夜盘微跌、ServiceNow暴跌12%;Lululemon任命新CEO,夜盘跌4%
又一份超预期答卷!泛林集团(LRCX.US)Q3业绩、指引均超预期 ,中国内地营收占比34%仍居首
智通财经 · 04-23 08:11
又一份超预期答卷!泛林集团(LRCX.US)Q3业绩、指引均超预期 ,中国内地营收占比34%仍居首
拉姆研究第三财季业绩超预期,第四财季营收和利润指引强劲
老虎资讯综合 · 04-23 07:54
拉姆研究第三财季业绩超预期,第四财季营收和利润指引强劲
拉姆研究首席财务官展望未来:资本支出预期维持在营收4%至5%区间
美股速递 · 04-23 05:22
拉姆研究首席财务官展望未来:资本支出预期维持在营收4%至5%区间
CINNO Research:2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元 同比增长约16%
智通财经 · 04-20
CINNO Research:2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元 同比增长约16%
马斯克团队与应用材料、拉姆研究等公司联系,推进“Terafab”项目
老虎资讯综合 · 04-16
马斯克团队与应用材料、拉姆研究等公司联系,推进“Terafab”项目
异动解读 | 机构减持与评级下调双重压力,拉姆研究盘中大跌5.04%
异动解读 · 04-16
异动解读 | 机构减持与评级下调双重压力,拉姆研究盘中大跌5.04%
财报前瞻|拉姆研究本季度营收预计同比增24.01%,机构观点偏多
财报Agent · 04-15
财报前瞻|拉姆研究本季度营收预计同比增24.01%,机构观点偏多
一周美股牛榜 | 英特尔股价大涨24%,与谷歌云扩展AI基础设施合作;SanDisk股价拉升21%,分析师称其仍被低估;Coherent涨19%,AI需求功不可没
老虎资讯综合 · 04-13
一周美股牛榜 | 英特尔股价大涨24%,与谷歌云扩展AI基础设施合作;SanDisk股价拉升21%,分析师称其仍被低估;Coherent涨19%,AI需求功不可没
异动解读 | 拉姆研究盘中大涨5.01%,财报超预期及AI需求推动半导体行业上行
异动解读 · 04-10
异动解读 | 拉姆研究盘中大涨5.01%,财报超预期及AI需求推动半导体行业上行
半导体股集体大涨,英特尔快速升逾8%,4月份涨幅已超30%
老虎资讯综合 · 04-08
半导体股集体大涨,英特尔快速升逾8%,4月份涨幅已超30%
美银上调芯片设备支出预期 应用材料(AMAT.US)与泛林集团(LRCX.US)稳居首选股
智通财经 · 03-31
美银上调芯片设备支出预期 应用材料(AMAT.US)与泛林集团(LRCX.US)稳居首选股
半导体设备接过存储“泼天富贵”?AI叠加工艺升级红利,行业订单能见度提升
蓝鲸财经 · 03-30
半导体设备接过存储“泼天富贵”?AI叠加工艺升级红利,行业订单能见度提升
美股半导体板块普跌!拉姆研究跌近7%,应用材料、泰瑞达跌超5%
老虎资讯综合 · 03-26
美股半导体板块普跌!拉姆研究跌近7%,应用材料、泰瑞达跌超5%
马斯克推进“Terafab”愿景,这些芯片股有望成为赢家
老虎资讯综合 · 03-24
马斯克推进“Terafab”愿景,这些芯片股有望成为赢家
一周美股牛榜 | Ciena科技本周升近14%创新高,阿帕契周内飙升14%,达美航空上调预期涨近8%,存储股本周亮眼,西部数据周升近8%
老虎资讯综合 · 03-23
一周美股牛榜 | Ciena科技本周升近14%创新高,阿帕契周内飙升14%,达美航空上调预期涨近8%,存储股本周亮眼,西部数据周升近8%
半导体设备生变在即! 应用材料与泛林围猎Besi 欲拿下卡着AI与存储脖子的“混合键合”
智通财经 · 03-13
半导体设备生变在即! 应用材料与泛林围猎Besi 欲拿下卡着AI与存储脖子的“混合键合”
泛林集团盘中异动 早盘股价大涨3.04%报217.57美元
市场透视 · 03-10
泛林集团盘中异动 早盘股价大涨3.04%报217.57美元
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公司概况
公司名称:
拉姆研究
所属市场:
NASDAQ
上市日期:
--
主营业务:
拉姆研究公司是一家特拉华州公司,成立于1980年,总部位于加利福尼亚州弗里蒙特。该公司是一家为半导体行业提供创新晶圆制造设备和服务的全球供应商。该公司已经建立了强大的全球影响力,在纳米应用支持、化学、等离子和流体、先进的系统工程和广泛的运营学科等领域拥有核心竞争力。该公司的产品和服务旨在帮助客户制造更小、性能更好的设备,用于各种电子产品,包括移动电话、个人电脑、服务器、可穿戴设备、汽车和数据存储设备。该公司的客户群包括领先的半导体存储器、代工和集成器件制造商,这些制造商生产的产品包括NVM、DRAM和逻辑器件。该公司的核心技术能力是将硬件、工艺、材料、软件和过程控制集成到晶圆上,使结果成为可能。
发行价格:
--
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,中国内地营收占比34%仍居首","url":"https://stock-news.laohu8.com/highlight/detail?id=2629074147","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629074147?lang=zh_cn&edition=full","pubTime":"2026-04-23 08:11","pubTimestamp":1776903066,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,北京时间周四早间,半导体设备公司泛林集团公布超出预期的第三财季业绩和指引,股价盘后一度上涨4%。展望第四财季,泛林集团预计调整后每股收益将在1.50美元至1.80美元之间,营收将在62亿美元至70亿美元之间。值得一提的是,受益于芯片厂商加大对AI芯片生产设备的投入,泛林集团此前两个季度的业绩均全线超预期。截至发稿,泛林集团股价盘后涨2.4%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1432386.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"又一份超预期答卷!泛林集团(LRCX.US)Q3业绩、指引均超预期 ,中国内地营收占比34%仍居首","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1117486540","title":"拉姆研究第三财季业绩超预期,第四财季营收和利润指引强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=1117486540","media":"老虎资讯综合","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1117486540?lang=zh_cn&edition=full","pubTime":"2026-04-23 07:54","pubTimestamp":1776902049,"startTime":"0","endTime":"0","summary":"Lam Research因强劲业绩股价上涨 $拉姆研究$ 周三盘后公布了强劲的季度业绩,其股价在盘后交易中上涨2%。公司第三财季每股收益为1.47美元,高于华尔街一致预期的1.36美元,也高于去年同期的1.04美元。季度营收达到58.4亿美元,略高于预期的57.5亿美元,同比增长24%。公司对第四季度的营收和盈利指引远高于华尔街预期。用于AI数据中心的芯片需求异常强劲,如果华尔街预期准确,Lam将连续第三个季度创下销售新高。","market":"hk","thumbnail":"https://static.tigerbbs.com/32412d7490ed4d73dd004fd441e734cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/32412d7490ed4d73dd004fd441e734cc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ca0e3dea87604e6a95a3bf5695c5bcab","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"拉姆研究第三财季业绩超预期,第四财季营收和利润指引强劲","news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCU","LRCX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1123733829","title":"拉姆研究首席财务官展望未来:资本支出预期维持在营收4%至5%区间","url":"https://stock-news.laohu8.com/highlight/detail?id=1123733829","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1123733829?lang=zh_cn&edition=full","pubTime":"2026-04-23 05:22","pubTimestamp":1776892931,"startTime":"0","endTime":"0","summary":"拉姆研究公司首席财务官在电话会议中表示,展望未来发展,公司持续预期资本支出将保持在营收的4%至5%范围内。这一预算框架体现了企业对投资纪律的坚持,同时为技术创新和产能扩张保留了适度空间。","market":"us","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":["LU1366333091.USD","LU0081259029.USD","LU1720051108.HKD","LU0957791311.USD","LU1670627923.USD","IE00BQXX3F31.USD","LU2244417387.USD","LU0868494708.USD","LU2931357623.SGD","LU1642822529.SGD","LU1815333072.USD","BK4585","BK4147","LU0476273544.USD","LU0061474960.USD","BK4551","LU1069347547.HKD","IE00BQXX3C00.GBP","LU0348723411.USD","LU2023250504.SGD","LU0096362180.USD","LU2023250843.SGD","BK4533","IE00BSNM7G36.USD","IE00B5949003.HKD","IE00B1BXHZ80.USD","LU0417517546.SGD","IE00B4JS1V06.HKD","LU1720051017.SGD","LU2250418816.HKD","LU1815336760.USD","BK4567","BK4588","IE00BQXX3D17.EUR","LRCU","IE00B775H168.HKD","LU1046421795.USD","LU0097036916.USD","LU0957808578.USD","LU1852331112.SGD","LU0157215616.USD","LU1670628061.USD","LU0942090050.USD","LU0082616367.USD","LU0823434583.USD","LU0444973449.USD","IE0004445015.USD","LU1823568750.SGD","LU2106854487.HKD","LU0187121727.USD","LU0719512351.SGD","IE00BJJMRY28.SGD","IE0005OL40V9.USD","LU0444971666.USD","LU1235294995.USD","LU0048584097.USD","LU2089985449.USD","LU0056508442.USD","LU1917777945.USD","BK4543","LU0823434740.USD","LU0274383776.USD","IE0009356076.USD","LU2360106780.USD","LU0256863902.USD","IE00B7KXQ091.USD","LU0256863811.USD","IE00BN29S564.USD","LU0061475181.USD","LRCX","LU0868494617.USD","IE00BFSS8Q28.SGD","IE00BJJMRX11.SGD","LU0251132253.USD","IE00BFSS7M15.SGD","LU1548497426.USD","LU2357305700.SGD","BK4581","LU1035773651.USD","LU1974910355.USD","LU2242649171.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628939747","title":"CINNO Research:2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元 同比增长约16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628939747","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628939747?lang=zh_cn&edition=full","pubTime":"2026-04-20 19:22","pubTimestamp":1776684135,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,CINNO IC Research统计数据表明,2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元,同比增长约16%。北方华创作为Top10中唯一的中国半导体设备厂商,2025年营收约51亿美元,排名第七。图示:2025年全球半导体设备厂商市场规模排名Top10,来源:CINNO IC Research 注:本排名汇率2025年1欧元=1.14美元,1日元=0.0067美元,本次营收排名以上市公司半导体业务营收金额为依据,不含FPD/PCB等其他业务营收。2025年,AMAT营收增幅较小。2025年半导体业务营收增长36%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1430827.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":["BK4588","002371","BK4585","AMAT","04336","LRCX","ASML","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107760808","title":"马斯克团队与应用材料、拉姆研究等公司联系,推进“Terafab”项目","url":"https://stock-news.laohu8.com/highlight/detail?id=1107760808","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1107760808?lang=zh_cn&edition=full","pubTime":"2026-04-16 10:38","pubTimestamp":1776307083,"startTime":"0","endTime":"0","summary":"已就报价和交货时间进行了询价。","market":"us","thumbnail":"https://static.tigerbbs.com/07721b5c427c2d59b733a20a666012a3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/07721b5c427c2d59b733a20a666012a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT","TSLA","LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1191719646","title":"异动解读 | 机构减持与评级下调双重压力,拉姆研究盘中大跌5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191719646","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1191719646?lang=zh_cn&edition=full","pubTime":"2026-04-16 00:43","pubTimestamp":1776271394,"startTime":"0","endTime":"0","summary":"拉姆研究今日盘中股价大跌5.04%,引发了市场关注。消息面上,此次下跌主要受到机构减持和分析师评级下调的双重影响。据报道,Foster Victor Wealth Advisors LLC和McGuire Investment Group LLC等投资机构近期减持了拉姆研究的股份,释放出机构撤资的信号。Erste Group Bank以利润率风险增加为由,将拉姆研究的评级从“买入”下调至“持有”;Zacks Research也将该股从“强力买入”下调至“持有”。这些评级调整在投资者中引发了审慎情绪。","market":"nz","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1139540623","title":"财报前瞻|拉姆研究本季度营收预计同比增24.01%,机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1139540623","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1139540623?lang=zh_cn&edition=full","pubTime":"2026-04-15 08:01","pubTimestamp":1776211285,"startTime":"0","endTime":"0","summary":"拉姆研究将于2026年04月22日发布财报,市场预期本季度业绩延续复苏态势,关注毛利率韧性与AI相关设备订单兑现进度。上季度公司营收53.45亿美元,同比增长22.14%;毛利率49.60%,同比有所改善;归属于母公司股东的净利润为15.94亿美元,净利率29.82%,同比实现增长;调整后每股收益1.27美元,同比增长39.56%。","market":"sh","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":"财报前瞻|拉姆研究本季度营收预计同比增24.01%,机构观点偏多","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106722266","title":"一周美股牛榜 | 英特尔股价大涨24%,与谷歌云扩展AI基础设施合作;SanDisk股价拉升21%,分析师称其仍被低估;Coherent涨19%,AI需求功不可没","url":"https://stock-news.laohu8.com/highlight/detail?id=1106722266","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1106722266?lang=zh_cn&edition=full","pubTime":"2026-04-13 10:52","pubTimestamp":1776048737,"startTime":"0","endTime":"0","summary":"以下为截至4月10日当周 S&P 500 成分股涨幅前十名单:英特尔股价大涨24%,此前与谷歌云扩展AI基础设施合作伙伴关系英特尔公司与谷歌今日发布新闻稿,宣布达成一项为期多年的合作,共同开发人工智能和云基础设施。本周,英特尔股价涨幅约为24%。Lumentum和Coherent均受益于超大规模客户资本支出的激增,过去12个月,这两只股票分别累计上涨了1648%和462%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/b709e81a1b4f7405bf5e343b3c9425a7","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/b709e81a1b4f7405bf5e343b3c9425a7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"27eebec9b023483db00ae5f93ccb53a4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDC","AVGO","MPWR","STX","SNDK","INTC","TER","LRCX","ANET","COHR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1146973353","title":"异动解读 | 拉姆研究盘中大涨5.01%,财报超预期及AI需求推动半导体行业上行","url":"https://stock-news.laohu8.com/highlight/detail?id=1146973353","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1146973353?lang=zh_cn&edition=full","pubTime":"2026-04-10 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21:58","pubTimestamp":1775656726,"startTime":"0","endTime":"0","summary":"费城半导体指数涨超5%。","market":"us","thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"de07a1fdeea808a3f8739596a625316d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["INTC","LRCX","SOXL","SOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623930563","title":"美银上调芯片设备支出预期 应用材料(AMAT.US)与泛林集团(LRCX.US)稳居首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=2623930563","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623930563?lang=zh_cn&edition=full","pubTime":"2026-03-31 14:36","pubTimestamp":1774938968,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,应用材料和泛林集团仍然是美国银行在半导体设备领域的首选股,因为该银行现在认为设备支出将继续增长。Arya目前预计,2026年芯片设备支出将达到1400亿美元,2027年将达到1710亿美元,2028年将达到1930亿美元,而此前的预测分别为1310亿美元、1500亿美元和1550亿美元。Arya深入分析后表示,3纳米制程领域竞争激烈,英伟达的Rubin芯片要与AMD的MI350X和MI400X、谷歌的TPU v7以及亚马逊的Trainium 3芯片展开竞争。","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/1422844.html","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":"stock_zhitongcaijing","symbols":["LU1778281490.HKD","LU1868836914.USD","LRCX","LU0109392836.USD","LU1974910355.USD","LU1670627923.USD","LU1852331112.SGD","IE00B5949003.HKD","LU0444973449.USD","BK4581","LU0545039389.USD","BK4516","LU1815333072.USD","IE00B1BXHZ80.USD","LU0081259029.USD","IE00BD6J9T35.USD","IE00BJJMRX11.SGD","BK4585","LU0444971666.USD","LU1868837136.USD","LU2244417387.USD","IE00BQXX3D17.EUR","LU1366333091.USD","IE00B775H168.HKD","LU0868494708.USD","LU0056508442.USD","LU2413666426.HKD","LU2458330243.SGD","IE00BQXX3C00.GBP","LU0738911758.USD","LU1721428933.USD","IE00B4JS1V06.HKD","LU2271345857.HKD","LU1003077747.HKD","LU1917777945.USD","LRCU","LU0256863811.USD","LU0158827781.USD","LU0097036916.USD","LU1069344957.HKD","LU0061474960.USD","LU1823568750.SGD","BK4519","LU0348723411.USD","LU2028103732.USD","SG9999001424.SGD","LU0187121727.USD","LU1868836757.USD","IE00B7KXQ091.USD","LU2089985449.USD","LU0823434583.USD","LU0719512351.SGD","IE00BFSS8Q28.SGD","LU1803068979.SGD","LU2360106780.USD","BK4551","LU1674673428.USD","LU1868837300.USD","IE00BSNM7G36.USD","LU1989763005.USD","BK4543","LU0942090050.USD","LU2106854487.HKD","LU2931357623.SGD","LU1720051017.SGD","LU0417517546.SGD","LU0011850046.USD","LU2089284900.SGD","LU0553294199.USD","BK4535","SG9999002232.USD","LU1069347547.HKD","LU2023251221.USD","LU1674673691.USD","LU1548497426.USD","LU1720051108.HKD","LU0957808578.USD","BK4534","LU2413666699.HKD","LU1642822529.SGD","LU0354030438.USD","LU2023250843.SGD","IE00BFSS7M15.SGD","LU0274383776.USD","LU2357305700.SGD","IE0009356076.USD","LU2250418816.HKD","IE00BQXX3F31.USD","LU0157215616.USD","LU0158827948.USD","LU0957791311.USD","BK4147","LU0082616367.USD","BK4567","LU0347712357.USD","LU0868494617.USD","LU1035773651.USD","BK4518","LU0889565833.HKD","IE00BN29S564.USD","LU2023250504.SGD","LU1267930813.SGD","LU0079474960.USD","BK4588","LU1670628061.USD","LU0354030511.USD","AMAT","BK4533","LU0823434740.USD","LU1153585028.USD","LU0792757196.USD","IE0004445015.USD","LU2111349929.HKD","LU2089283258.USD","LU0476273544.USD","LU0096362180.USD","IE00BJJMRY28.SGD","LU0661504455.SGD","04336","IE0005OL40V9.USD","GB00BDT5M118.USD","LU0238689110.USD","LU0889566641.SGD","LU0949170772.SGD","LU1035775433.USD","LU1235294995.USD","LU2458330169.SGD","LU1815336760.USD","LU0061475181.USD","LU0256863902.USD","LU1046421795.USD","LU1868836591.USD","LU0096364046.USD","LU1989773731.SGD","SG9999002224.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623125398","title":"半导体设备接过存储“泼天富贵”?AI叠加工艺升级红利,行业订单能见度提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2623125398","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623125398?lang=zh_cn&edition=full","pubTime":"2026-03-30 12:01","pubTimestamp":1774843260,"startTime":"0","endTime":"0","summary":"近日,SK海力士签署了一份高达815.6亿韩元的半导体设备供应合同,合作对象为韩国唯一刻蚀设备供应商VM公司。据媒体援引知情人士消息,VM公司今年来自SK海力士等存储厂商的相关订单累计已达2246亿韩元。有券商分析称,在AI算力需求爆发背景下,HBM带动DRAM高阶制程升级,3D NAND向400层以上堆叠演进,使得单万片产能投资额同步提升。在近日举行的全球半导体盛会SEMICON China 2026期间,韩美半导体宣布推出新一代HBM生产设备“宽尺寸TC键合机”。","market":"us","thumbnail":"","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.lanjinger.com/d/2327720","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":"lanjinger_stock","symbols":["BK4535","688981","BK4588","BK4585","LRCX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1199428643","title":"美股半导体板块普跌!拉姆研究跌近7%,应用材料、泰瑞达跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199428643","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1199428643?lang=zh_cn&edition=full","pubTime":"2026-03-26 22:09","pubTimestamp":1774534180,"startTime":"0","endTime":"0","summary":"3月26日,美股半导体板块普跌,$拉姆研究(LRCX)$跌近7%,$应用材料(AMAT)$、$泰瑞达(TER)$跌超5%,$科磊(KLAC)$跌超4%,$英特尔(INTC)$、$阿斯麦(ASML)$、$台积电(TSM)$跌超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BN29S564.USD","BK4534","LU0889565833.HKD","BK4519","SOXS","IE00B7KXQ091.USD","LU1868837300.USD","IE00BQXX3D17.EUR","LU1642822529.SGD","BK4585","LU2458330243.SGD","LU1046421795.USD","LU0476273544.USD","LU0097036916.USD","LU1868836757.USD","BK4588","LU0082616367.USD","IE00BJJMRY28.SGD","IE00BN0W2T93.GBP","LU1917777945.USD","LU1861558580.USD","SG9999002224.SGD","BK4533","BK4535","BK4518","VGT","LU0109392836.USD","LU2089283258.USD","LU0792757196.USD","LU1868836591.USD","LU2931357623.SGD","SOXQ","LU0157215616.USD","LU0158827948.USD","LU0081259029.USD","TERG","IE00B1BXHZ80.USD","LU0187121727.USD","LRCX","LU0056508442.USD","LU0444973449.USD","SG9999001424.SGD","LU1267930813.SGD","LU0889566641.SGD","IE00BQXX3C00.GBP","IE00B5949003.HKD","LU1989773731.SGD","LU2111349929.HKD","IE0004445015.USD","LU0354030438.USD","LU1035773651.USD","LU0061474960.USD","LU0256863811.USD","LU0444971666.USD","LU2360106780.USD","LU1974910355.USD","LU0158827781.USD","LU0949170772.SGD","LU0061475181.USD","LU1069347547.HKD","LU1670627923.USD","LU0957791311.USD","LU2244417387.USD","LU0096364046.USD","LU2106854487.HKD","SMH","LU0719512351.SGD","LU0417517546.SGD","LU1852331112.SGD","LU1069344957.HKD","LU1720051017.SGD","LU1035775433.USD","BK4548","LU2023250504.SGD","BK4147","GB00BDT5M118.USD","IE00BN0W2W23.USD","IE0005OL40V9.USD","LU0942090050.USD","LU0096362180.USD","LU0553294199.USD","LU0079474960.USD","LU0011850046.USD","LU0661504455.SGD","LRCU","IE0009356076.USD","USD","SG9999002232.USD","LU1861559042.SGD","LU2413666699.HKD","LU2357305700.SGD","LU1153585028.USD","LU0868494617.USD","LU2413666426.HKD","IE00B4JS1V06.HKD","LU2089284900.SGD","SOXL","LU0823434583.USD","LU1989763005.USD","LU2250418816.HKD","AMAT","LU2089985449.USD","IE00BJJMRX11.SGD","BK4543","LU1366333091.USD","LU1803068979.SGD","BK4581","LU1778281490.HKD","LU2271345857.HKD","LU0274383776.USD","SOXX","LU0823434740.USD","IE00BFSS8Q28.SGD","LU1674673691.USD","LU1674673428.USD","LU2023250843.SGD","LU0868494708.USD","LU1823568750.SGD","LU0738911758.USD","LU0256863902.USD","LU0238689110.USD","BK4551","IE00BQXX3F31.USD","IE00BD6J9T35.USD","LU2023251221.USD","BK4567","LU1815333072.USD","LU0354030511.USD","159582","LU1235294995.USD","LU2458330169.SGD","BK4516","LU0957808578.USD","LU1003077747.HKD","LU0545039389.USD","LU1720051108.HKD","LU1868836914.USD","IE00BFSS7M15.SGD","TER","IE00B775H168.HKD","LU0347712357.USD","LU1815336760.USD","LU1548497426.USD","LU1721428933.USD","IE00BN0W2V16.EUR","IE00BSNM7G36.USD","LU1868837136.USD","LU2028103732.USD","LU1670628061.USD","LU0348723411.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1153382213","title":"马斯克推进“Terafab”愿景,这些芯片股有望成为赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=1153382213","media":"老虎资讯综合","labels":["SGX","event"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1153382213?lang=zh_cn&edition=full","pubTime":"2026-03-24 15:31","pubTimestamp":1774337471,"startTime":"0","endTime":"0","summary":"马斯克宣布在奥斯汀建造年产1太瓦计算能力的Terafab芯片工厂,计划自研芯片。分析师认为,ASML、KLA、应用材料等半导体设备商将成为主要受益者。然而,该项目面临巨额资金需求(预计5万亿至13万亿美元)、建设周期长等现实挑战,目前更多停留在炒作阶段。尽管短期内不确定性较高,但长期来看,半导体设备股被视为马斯克芯片计划的重要期权。","market":"us","thumbnail":"https://static.tigerbbs.com/25938de6d968b35e73bf3575f330760e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/25938de6d968b35e73bf3575f330760e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"SGX,event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT","ASML","TSLA","TER","LRCX","TEL","KLAC"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1148470257","title":"一周美股牛榜 | Ciena科技本周升近14%创新高,阿帕契周内飙升14%,达美航空上调预期涨近8%,存储股本周亮眼,西部数据周升近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148470257","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1148470257?lang=zh_cn&edition=full","pubTime":"2026-03-23 11:00","pubTimestamp":1774234839,"startTime":"0","endTime":"0","summary":"本周Ciena股价跃升13.8%,创下历史新高。中东供应担忧重燃推升原油价格,阿帕契、贝克休斯、哈里伯顿齐涨油气板块本周集体走强。从事油气资产勘探开发的 $阿帕契$ 实现连续8个交易日上涨,本周涨幅达13.5%。达美航空称,截至3月其普通客舱、高端舱位及常旅客业务收入均表现强劲,消费者和企业需求趋势持续改善。该航司股价本周上涨7.9%。部分芯片股本周表现亮眼,西部数据、拉姆研究、闪迪、希捷科技均升超7%多只芯片股本周显著上涨。","market":"us","thumbnail":"https://community-static.tradeup.com/news/b709e81a1b4f7405bf5e343b3c9425a7","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/b709e81a1b4f7405bf5e343b3c9425a7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"39f6b36d39a50e7bb9b7aa2f780898c6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"一周美股牛榜 | Ciena科技本周升近14%创新高,阿帕契周内飙升14%,达美航空上调预期涨近8%,存储股本周...","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["APO","STX","DAL","WDC","CIEN","APA","LRCX","BKR","SNDK","HAL"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2619110190","title":"半导体设备生变在即! 应用材料与泛林围猎Besi 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