拉姆研究(LRCX)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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LRCX 拉姆研究

盘后交易 09-04 19:19:21 EDT

307.65

+14.99

+5.12%

盘后307.50

-0.15-0.05%

19:18 EDT

最高310.30	最低297.38	成交量835.67万
今开303.47	昨收292.66	日振幅4.41%
总市值3,842亿	流通市值3,842亿	总股本12.49亿
成交额25.54亿	换手率0.67%	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--

数据加载中...

北京优虎网络科技有限公司

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21:32","pubTimestamp":1788528735,"startTime":"0","endTime":"0","summary":"9月4日，拉姆研究盘中上涨3.66%，报298.83美元/股，成交额8927.41万美元。消息面上，半导体设备板块集体走强，应用材料涨2.23%、科磊涨2.24%、阿斯麦涨1.94%、Aehr Test Systems涨3.48%，板块共振带动个股反弹。此前两个交易日，拉姆研究因高管Varadarajan Seshasayee披露拟减持59,750股以及瑞银、瑞穗接连下调目标价，股价一度累计回落逾6%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"半导体板块集体走强，拉姆研究强势反弹","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144804844","title":"异动解读｜拉姆研究盘前上涨3.01%，报300.8美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1144804844","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1144804844?lang=zh_cn&edition=full","pubTime":"2026-09-04 18:17","pubTimestamp":1788517026,"startTime":"0","endTime":"0","summary":"9月4日，拉姆研究盘前上涨3.01%，报300.8美元/股，成交额207.42万美元。拉姆研究所在的半导体设备行业中，个股普遍走强，其中AXT Inc涨4.32%，科磊涨3.24%，泰瑞达涨2.76%，应用材料涨2.51%，阿斯麦涨2.51%。拉姆研究是全球领先的半导体晶圆制造设备及服务供应商，核心业务覆盖刻蚀、沉积及清洗等关键工艺环节，客户涵盖存储器、代工及集成器件制造商，产品广泛应用于手机、电脑、服务器、可穿戴设备及数据存储设备等领域。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123425392","title":"Form 4 | LAM RESEARCH 高级副总裁 Varadarajan Seshasayee 通过10b5-1计划合计减持59,750股普通股","url":"https://stock-news.laohu8.com/highlight/detail?id=1123425392","media":"公告助手","labels":["insiderTrades"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1123425392?lang=zh_cn&edition=full","pubTime":"2026-09-04 03:10","pubTimestamp":1788462645,"startTime":"0","endTime":"0","summary":"根据最新提交的Form 4，LAM RESEARCH CORP高级副总裁 Varadarajan Seshasayee 于2026年9月2日根据其于2026年5月4日设立的Rule 10b5-1交易计划，行权并出售多笔公司普通股。交易后，其直接持股约205,546股，并通过401计划间接持有约2,366.911股。本次为计划性减持，属较大规模套现，短期内可能被市场解读为偏利空信号，但由于为预先设定计划，情绪影响相对有限。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Form 4 | LAM RESEARCH 高级副总裁 Varadarajan Seshasayee 通过10b5-1计划合计减持59,750股普通股","news_tag":"insiderTrades","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176783795","title":"异动解读｜拉姆研究盘中下跌3.37%，高管拟减持逾1740万美元叠加多家投行下调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1176783795","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1176783795?lang=zh_cn&edition=full","pubTime":"2026-09-03 21:40","pubTimestamp":1788442825,"startTime":"0","endTime":"0","summary":"9月3日，拉姆研究盘中下跌3.37%，报281.695美元/股，成交额1.0亿美元。消息面上，公司高管Varadarajan Seshasayee于9月2日披露拟出售59,750股普通股，总市值约1,740.64万美元，此前3个月内无减持记录。与此同时，瑞银近日将拉姆研究目标价从435美元下调至425美元，瑞穗亦将目标价从370美元下调至365美元，多家机构接连下修目标价对市场情绪形成持续压制。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"拉姆研究盘中下跌，高管减持叠加投行下调目标价","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113032730","title":"Form 144 | LAM RESEARCH CORP高管Varadarajan S.拟减持59,750股，总价约1,740.64万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1113032730","media":"公告助手","labels":["insiderTrades"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1113032730?lang=zh_cn&edition=full","pubTime":"2026-09-02 23:55","pubTimestamp":1788364526,"startTime":"0","endTime":"0","summary":"LAM RESEARCH CORP高管Varadarajan Seshasayee拟于2026年9月2日出售59,750股普通股，总市值约1,740.64万美元。此前3个月内无减持记录。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Form 144 | LAM RESEARCH CORP高管Varadarajan S.拟减持59,750股，总价约1,740.64万美元","news_tag":"insiderTrades","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1119931775","title":"异动解读｜拉姆研究盘中下跌3.18%，多家投行下调目标价叠加半导体设备板块集体承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1119931775","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1119931775?lang=zh_cn&edition=full","pubTime":"2026-09-01 21:45","pubTimestamp":1788270334,"startTime":"0","endTime":"0","summary":"9月1日，拉姆研究盘中下跌3.18%，报291.345美元/股，成交额1.41亿美元。消息面上，瑞银当日将拉姆研究目标价从435美元下调至425美元，维持买入评级；此前瑞穗亦将目标价从370美元下调至365美元。多家机构接连下修目标价对市场情绪形成压制。拉姆研究是全球领先的半导体晶圆制造设备供应商，核心业务覆盖刻蚀、沉积及清洗等关键工艺环节，客户涵盖存储器、代工及集成器件制造商。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"拉姆研究遭投行下调目标价，半导体设备板块集体承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102426621","title":"异动解读｜拉姆研究盘中下跌3.01%，报309.12美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1102426621","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1102426621?lang=zh_cn&edition=full","pubTime":"2026-08-28 23:48","pubTimestamp":1787932137,"startTime":"0","endTime":"0","summary":"8月28日，拉姆研究盘中下跌3.01%，报309.12美元/股，成交额4.66亿美元。拉姆研究所在的半导体设备行业中，板块整体走弱，个股中，应用材料跌3.05%，阿斯麦跌0.99%，科磊跌3.14%，泰瑞达跌4.11%，AXT Inc跌8.53%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107513782","title":"异动解读｜拉姆研究盘前上涨3.06%，俄勒冈州新实验室开建加码AI芯片研发","url":"https://stock-news.laohu8.com/highlight/detail?id=1107513782","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1107513782?lang=zh_cn&edition=full","pubTime":"2026-08-27 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23:03","pubTimestamp":1787670218,"startTime":"0","endTime":"0","summary":"机构认为英伟达即将披露的重磅财报，未必可以成为股价向上催化，更大的股价驱动或来自股份回购。分析师同时提出对英伟达的核心顾虑，客户与供应商资金管理模式会稀释盈利质量，抬升高风险投资占比，但也认可其资金投放能够加速AI落地、丰富客户结构。长期维度，AI数据中心市场增长确定性较强，市场规模预计从2026年5.64亿美元扩张至2030年18亿美元，AI服务器、网络、存储赛道均将充分受益行业扩张。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305309","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":["IE00BZ1G4Q59.USD","LU1496350502.SGD","CNAV","SG9999000418.SGD","LU2133065610.SGD","LU1674673691.USD","LU1861214812.USD","LU2242649171.HKD","LU0072462426.USD","LU1935042215.USD","LU2089283258.USD","LRCU","IE0034235295.USD","2NVD.UK","AMDY","FXL","IE0004445239.USD","LU0106261372.USD","EMSF","LU1861219969.SGD","BK4598","SGXZ51526630.SGD","LU0203201768.USD","LU2265009873.SGD","LU2250418816.HKD","LU1242518931.SGD","LU2750360997.AUD","IE00B5949003.HKD","LU1791710582.SGD","SOXX","LU2097344431.USD","LU0859254822.USD","LU1868837136.USD","BK4549","LU0265550946.USD","LU1400636491.USD","LU2213496289.HKD","LU2286300806.USD","LU2237443549.SGD","ESUM","LU0795875086.SGD","LU0061474705.USD","LU0057025933.USD","IE000ITXATA3.USD","SG9999014567.USD","LU0466842654.USD","LU0724618433.USD","SG9999018865.SGD","LU1923622291.USD","BK4515","LU1323610961.USD","BK4503","LU1917777945.USD","IE00BJTD4N35.SGD","LU0820561818.USD","LU1699723380.USD","LU0238689110.USD","INTW","IE00B1XK9C88.USD","LU1629891620.HKD","LU2237443622.USD","LU2430703095.HKD","LU1267930813.SGD","LU1815336760.USD","IE000W1ABFV2.USD","LU2168564222.USD","LU2764262908.HKD","IE00B775H168.HKD","LU0096362180.USD","LU2168564149.EUR","SG9999015341.SGD","LU2462591277.SGD","LU2237957902.USD","CMAG","DISK","LU1267930490.SGD","IE00BWXC8680.SGD","IE00B4JS1V06.HKD","LU1880398554.USD","CHPX","LU1003077747.HKD","NVDY","LU0138981039.USD","LU0011850046.USD","BK4532","PSI","SG9999015986.USD","LU0276348264.USD","IE00B5TLWC47.USD","LU1244550221.USD","LU2357305700.SGD","IE00BMPRXR70.SGD","LU1979441026.SGD","SG9999014559.SGD","LU0417517546.SGD","NVD","AMDU","BK4604","LU1988902786.USD","LU1989772923.USD","JGRO","FDTX","IE0004091025.USD","ILDR","LU2750360641.GBP","SMU00main","LU0345768153.USD","LU0823434740.USD","LU1645745479.HKD","BK4585","LU2211815571.USD","LU2361044865.SGD","LU2471134952.CNY","LU1674673428.USD","LU1551013342.USD","NVDQ","LU2298322129.HKD","LU1169589451.USD","TYLG","LU1951198990.SGD","IE0003U64NQ7.SGD","MUZ","KNOW","ARTY","LU2602419157.SGD","BK4147","LU0097036916.USD","LU0149725797.USD","LU0661504455.SGD","LU2458330169.SGD","LU0708995401.HKD","LU1923623000.USD","LU0174119429.USD","LU0949170772.SGD","LU0289739343.SGD","07388","IE000F7OJYX1.SGD","BK4527","LU1861127337.USD","LU1670710588.SGD","LU2452424414.USD","LU0210533765.USD","LU2360106780.USD","LU2471134796.USD","HBMX","LU0302445910.USD","NVC","XLK","LU0158827948.USD","LU0070217475.USD","LU2552382132.HKD","IE0034235303.USD","LU0069063385.USD","LU0203347892.USD","SOXQ","IE00BJTD4V19.USD","IE00BQXX3F31.USD","LU0314104364.USD","LU2065171311.SGD","LU2471134523.USD","IE00BJJMRY28.SGD","LU0127658192.USD","LFGY","LU2896262040.SGD","TINY","LU0347712357.USD","SGXZ99366536.SGD","LU0345770308.USD","LU2420271590.USD","LU2417539215.USD","LU2430703251.USD","LU1496350171.SGD","SGXZ81514606.USD","LU0289961442.SGD","LU1778281490.HKD","DAMD","LU2275660780.HKD","LU1934455194.USD","LU0107464264.USD","LU1720051017.SGD","LU2125154935.USD","LU1868837300.USD","LU0109391861.USD","LU0143551892.USD","LU1169590202.USD","LU0354030438.USD","LU1153585028.USD","NVDG","LU2461242641.AUD","LU2106854487.HKD","LU0444971666.USD","LU0689472784.USD","LU2102340556.USD","LU2242650005.HKD","NVDB","LU1670627923.USD","LU0823434583.USD","IE0004445015.USD","LU1551013425.SGD","LU0256863902.USD","NVDS.UK","LU2237443465.HKD","LU2764263039.SGD","IE00BDRTCR15.USD","LU0444973449.USD","LU0882574139.USD","LU0157215616.USD","LU1978683503.SGD","LU1035775433.USD","LU2403377893.USD","NVDX","LU1069344957.HKD","IE00B3M56506.USD","ANV","LU1989764748.USD","LU0724617625.USD","LU0494093205.USD","LU0642271901.SGD","BK4535","LU2244417387.USD","IE00BQXX3C00.GBP","HK0000914686.HKD","LU2237443978.SGD","IE0009356076.USD","LU2168564495.EUR","SG9999015978.USD","LU1732799900.SGD","BK4512","LU0265550359.USD","LU1791710400.SGD","LU2271345857.HKD","LU2347655156.SGD","LU0353189763.USD","LU0234570918.USD","LU2054465674.USD","LU0889565833.HKD","LU0820562030.AUD","MRVL","ROM","LU2491050071.SGD","MVLL","LU2355687059.USD","SAMD0main","LU1934455863.HKD","IE00B19Z9505.USD","LU1119994496.HKD","ABFL","LU0094547139.USD","LU0942090050.USD","LU0912757837.SGD","WLDR","IE000BZT7R73.USD","LU2065169927.USD","LU2552382058.USD","LU2279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21:38","pubTimestamp":1787578727,"startTime":"0","endTime":"0","summary":"8月24日，拉姆研究盘中下跌3.13%，报302.49美元/股，成交额1.13亿美元。拉姆研究所在的半导体设备行业中，板块整体走弱，个股中，应用材料跌1.83%，阿斯麦跌0.84%，科磊跌2.17%，AXT Inc跌9.37%，泰瑞达跌5.0%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130501996","title":"异动解读｜拉姆研究盘中下跌3.43%，美债收益率冲高引发半导体设备板块集体承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1130501996","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1130501996?lang=zh_cn&edition=full","pubTime":"2026-08-19 21:56","pubTimestamp":1787147796,"startTime":"0","endTime":"0","summary":"8月19日，拉姆研究盘中下跌3.43%，报315.58美元/股，成交额4.18亿美元。半导体设备板块集体走弱，泰瑞达跌5.6%，应用材料跌3.43%，科磊跌3.1%，阿斯麦跌1.71%，板块共振加剧公司跌幅。消息面上，长端美债收益率持续冲高对高成长科技股估值形成压制，隔夜费城半导体指数重挫近5%，海外半导体剧烈波动通过情绪渠道向市场传导，资金从AI动量板块流出转向防御资产。公司此前公布的季度营收67.2亿美元创历史新高，基本面稳健，当前回调主要受宏观流动性扰动及板块系统性抛压主导。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193595922","title":"异动解读｜拉姆研究盘中下跌5.21%，半导体设备板块集体走弱拖累股价深度回调","url":"https://stock-news.laohu8.com/highlight/detail?id=1193595922","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1193595922?lang=zh_cn&edition=full","pubTime":"2026-08-18 21:33","pubTimestamp":1787060002,"startTime":"0","endTime":"0","summary":"8月18日，拉姆研究盘中下跌5.21%，报326.11美元/股，成交额1.2亿美元。半导体设备板块集体承压，泰瑞达跌5.01%，应用材料跌4.19%，阿斯麦跌3.46%，科磊跌3.39%，板块共振加剧公司跌幅。拉姆研究前一交易日收涨3.45%后再度承压，短期涨幅快速回吐。公司此前公布的季度营收67.2亿美元创历史新高，基本面稳健，当前回调主要受板块情绪及短期获利盘压制。","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":"","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154324461","title":"异动解读｜拉姆研究盘前下跌3.36%，半导体设备板块集体走弱拖累股价回落","url":"https://stock-news.laohu8.com/highlight/detail?id=1154324461","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1154324461?lang=zh_cn&edition=full","pubTime":"2026-08-18 16:12","pubTimestamp":1787040722,"startTime":"0","endTime":"0","summary":"8月18日，拉姆研究盘前下跌3.36%，报331.14美元/股，成交额171.45万美元。半导体设备板块集体走弱，应用材料跌3.77%，阿斯麦跌3.58%，泰瑞达跌3.55%，科磊跌2.97%，板块共振拖累公司股价回落。前一交易日公司随板块回暖上涨3.01%后，当前再度受板块承压回吐涨幅。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1146238828","title":"异动解读｜拉姆研究盘中上涨3.01%，半导体设备板块集体走强带动股价反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1146238828","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1146238828?lang=zh_cn&edition=full","pubTime":"2026-08-17 23:39","pubTimestamp":1786981141,"startTime":"0","endTime":"0","summary":"8月17日，拉姆研究盘中上涨3.01%，报342.35美元/股，成交额8.58亿美元。半导体设备板块集体走强，应用材料涨5.74%，泰瑞达涨3.75%，阿斯麦涨2.03%，科磊涨1.47%，板块共振推升公司股价反弹。消息面上，公司此前宣布计划未来五年投入超30亿美元扩展全球研发实验室网络，实验容量预计提升逾50%，旨在加速AI时代半导体制造技术创新。前一交易日公司受板块承压回调1.38%后，当前随板块回暖企稳反弹。","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":"","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660329101","title":"芯片厂二季报里的信号：需求比三个月前更强，价格上行开始“扩散”","url":"https://stock-news.laohu8.com/highlight/detail?id=2660329101","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660329101?lang=zh_cn&edition=full","pubTime":"2026-08-17 10:54","pubTimestamp":1786935241,"startTime":"0","endTime":"0","summary":"摩根大通认为，全球半导体产业链的二季报刚刚释放了一个极其明确的看多信号：行业需求比三个月前更加强劲，且定价权正在发生实质性的“向上游扩散”。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20260817/20260817105525_75089.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260817/20260817105525_75089.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1480590.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":"highlight_zhitongcaijin","symbols":["LU0061474960.USD","IE00BJJMRX11.SGD","LU2663582299.SGD","LU1267930730.SGD","BK4139","LU1267930813.SGD","LU0316494557.USD","LU0823414478.USD","LU1868838027.USD","LU2471134952.CNY","CGNG","LU0859254822.USD","ASIA","LU1069344957.HKD","LU1720051017.SGD","IE00B1BXHZ80.USD","LU2272731600.USD","LU0321505439.SGD","LU0417517546.SGD","IE00BYQQ9H92.USD","LU1868837565.USD","LU0124676726.USD","FDTX","CWI","DRIV","LU0965509283.SGD","SHOC","LU1868837136.USD","IE00BWXC8680.SGD","LU2211815571.USD","SOXQ","LU2054465674.USD","LU1046421795.USD","CGDG","LU0661504455.SGD","LU0949170772.SGD","LU1267930490.SGD","LU2750360997.AUD","IE000F7OJYX1.SGD","LU2271345857.HKD","LU0094547139.USD","LU0310799852.SGD","CNEQ","LRCU","XITK","LU1934455277.USD","SOXX","LU0572940350.SGD","LU0127658192.USD","HK0000304805.HKD","LU1674673691.USD","TEK","EMC","IE00BKPKM429.USD","IE000SO60NU8.SGD","AVEM","LU0541501648.USD","LU0672654240.SGD","BK4529","LU2506951792.HKD","AXTI","BK4147","LU0345770308.USD","LU1035775433.USD","PSI","SGXZ81514606.USD","LINT","LU2360108059.USD","LU2458330169.SGD","LU0878005551.USD","TSMX","LU2357125470.USD","LU0353189763.USD","LU1282649810.SGD","TSMY","LU0823414551.USD","INTW","LU2360032135.SGD","IE00BD6J9T35.USD","BK4526","LU0323591593.USD","LU0256863902.USD","LU0792757196.USD","BK4518","CORO","LU2087625088.SGD","FCUS","IE00BFSS7M15.SGD","RDVY","LU1366333091.USD","LU0211327993.USD","TSMG","LU1868837300.USD","IE00BQXX3F31.USD","LEGR","03145","BK4567","LU2491050154.USD","LU2860962120.EUR","TDV","LU0787776722.HKD","IE00B4JS1V06.HKD","LU1803068979.SGD","SG9999001424.SGD","IE00BN29S564.USD","IE00BFXG1179.USD","LU1496350502.SGD","WUGI","LU0444973449.USD","LU2764263039.SGD","IE0000B7K699.USD","IE00B1XK9C88.USD","BK4585","LU2931357623.SGD","LU2750360641.GBP","LU1712237335.SGD","TTEQ","CLSE","IE00BQXX3D17.EUR","IE000WAW04H5.SGD","LU2063271972.USD","LU1323610961.USD","LU0175139822.USD","LU0689626769.HKD","LU1720051108.HKD","04335","SINTCmain","FTXL","TSM","LU2041044095.USD","LU0011850046.USD","LU1989764664.SGD","LU2237443382.USD","LU1992135472.HKD","LU1282649067.USD","LU2471134523.USD","LU1023057109.AUD","LU0345770993.USD","LU2298321311.HKD","LU1823568750.SGD","BK4532","IE00BHPRN162.USD","LU2272731865.HKD","LU1244550221.USD","LU1989763005.USD","BK4534","LU1934455863.HKD","LU0274383776.USD","LU1974910355.USD","LU0823421333.USD","LU0823421416.USD","GB00BDT5M118.USD","LU0708995401.HKD","IE0004086264.USD","BK4543","IE00BFXG0V08.USD","CHPS","BK4591","LU2089284900.SGD","BK4548","LU0251132253.USD","LU0889566641.SGD","LU0347712357.USD","LU0957808578.USD","LU0082616367.USD","BK4575","LU2357305700.SGD","LU0882747503.HKD","AIS","LU0109392836.USD","LU0081259029.USD","LU2237443549.SGD","LU0384037296.USD","LU2720916845.USD","IE0009356076.USD","LU1989764748.USD","LU2294711713.HKD","LU0056508442.USD","TSMZ","IE0004445015.USD","LU1992135399.USD","BK4602","LU0320765059.SGD","LU0353189680.USD","LU1989772840.SGD","IE000MB6IJN5.SGD","LRCX","LU1623119135.USD","AVXC","LU0476273544.USD","IE00BZ199S13.USD","LU1548497426.USD","LU0488056044.USD","IE00BJJMRY28.SGD","RDVI","LU1153585028.USD","LU1815333072.USD","LU2092937221.SGD","CHPX","LU1868836757.USD","LU2471134879.HKD","LU0444971666.USD","LU0868494708.USD","LU0541502299.USD","LU0359201885.HKD","LU2896262040.SGD","LU0210536198.USD","LU1069347547.HKD","IE00BKDWB100.SGD","BK4527","LU1804176565.USD","LU2247934214.USD","LU2148611432.USD","LU0264606111.USD","LU0154236417.USD","LU1003077747.HKD","LU0354030438.USD","LU0572939691.SGD","LU2491050071.SGD","LU2023250843.SGD","BK4581","LU0823434583.USD","SOX","ESIM","IE00B3M56506.USD","LU0683600562.USD","MEMX","SG9999002224.SGD","LU1670628061.USD","LU1852331112.SGD","EPAI","LU1037948541.HKD","LU2413666699.HKD","LU0359202008.SGD","LU2272731782.SGD","LU0823434740.USD","BOBP","SGXZ80539844.SGD","LU2764263203.CNY","ABFL","LU1989772923.USD","LU0157215616.USD","LU2111349929.HKD","LU0642271901.SGD","CGIC","LU1244550494.USD","IE00B775H168.HKD","SPWO","LU2471134796.USD","LU0158827948.USD","LU0061474705.USD","LU0149725797.USD","BK4515","INTC","LU2322448957.HKD","SG9999000418.SGD","SG9999004220.SGD","BAI","LU0742534661.SGD","LU2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