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拉姆研究

301.11

-8.4500-2.73%

盘后：302.151.04+0.35%17:59 EDT

成交量：822.17万

成交额：24.59亿

市值：3,760.17亿

市盈率：52.28

高：303.50

开：301.68

低：290.90

收：309.56

52周最高：438.50

52周最低：134.04

股本：12.49亿

流通股本：12.49亿

量比：1.21

换手率：0.66%

股息：1.08

股息率：0.36%

每股收益(TTM):5.76

每股收益(LYR):5.76

净资产收益率：65.07%

总资产收益率：22.84%

市净率：30.15

市盈率(LYR):52.28

数据加载中...

总览公司新闻资讯公告

拉姆研究(LRCX)股票5月7日盘中下跌3.60%：真相来了

TradingKey中文

异动解读 | 拉姆研究盘中大涨7.22%，获投行首次买入评级叠加财报创历史新高及板块共振

拉姆研究(LRCX)股票5月5日开盘上涨4.00%：关键驱动因素揭晓

TradingKey中文

美国研究综述-应用材料公司、Axsome Therapeutics、安森美半导体

KLA Corp 预计受人工智能相关需求推动，本季度营收将表现强劲

独家：美国下令多家芯片设备公司暂停向华虹公司两座工厂发货

独家：美方因担忧华虹设施或涉足先进芯片生产采取行动消息人士透露

异动解读 | 拉姆研究盘中大跌5.07%，受OpenAI业绩担忧及财报利好消化拖累

热门话题-有报道称OpenAI未达业绩目标，美国芯片股应声下跌

拉姆研究(LRCX)股票4月27日盘中下跌3.98%：背后推手曝光

TradingKey中文

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

拉姆研究(LRCX)股票4月23日盘中下跌3.12%：投资者必看的核心信息

TradingKey中文

BUZZ--美国股票走势-霍尼韦尔、Netflix、CSX

BUZZ-预计第四季度营收高于预期，Lam Research 上涨

美国研究综述-芝商所、GE Vernova、德州仪器

“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

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

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

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

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Global近日首次覆盖拉姆研究，给予买入评级并设定300美元目标价。此外，公司此前公布的财季业绩创历史新高，强劲的盈利动能持续提振市场情绪。板块层面，半导体设备行业整体走强，行业景气度共振进一步助推个股表现。据市场数据，该股当前分析师平均评级为超配，均值目标价为314.31美元。板块内，阿斯麦、应用材料、科磊等同行公司亦普遍上涨，显示出行业整体的积极势头。","market":"nz","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":"1","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":"2633946930","title":"拉姆研究(LRCX)股票5月5日开盘上涨4.00%：关键驱动因素揭晓","url":"https://stock-news.laohu8.com/highlight/detail?id=2633946930","media":"TradingKey中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633946930?lang=zh_cn&edition=fundamental","pubTime":"2026-05-05 21:49","pubTimestamp":1777988958,"startTime":"0","endTime":"0","summary":"• Lam Research (LRCX) 股价受强劲财报和业绩指引推动而上涨。\n• 分析师的上调评级和目标价调升提振了 LRCX 股价。\n• 人工智能需求利好关键半导体设备供应商 Lam 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Therapeutics、安森美半导体","url":"https://stock-news.laohu8.com/highlight/detail?id=2633992020","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633992020?lang=zh_cn&edition=fundamental","pubTime":"2026-05-05 15:08","pubTimestamp":1777964887,"startTime":"0","endTime":"0","summary":"美国研究综述-应用材料公司、Axsome Therapeutics、安森美半导体路透5月5日 - 周二，华尔街证券分析师修订了多家美国上市公司的评级和目标股价，其中包括应用材料公司、Axsome Therapeutics和安森美半导体。股票按字母顺序排列。","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260505:nL4T41I0FA:1","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":["FLGT","PINS","CRWV","LSCC","INSP","SLG","SAH","TWST","NCLH","ACMR","HUBB","DT","ESPR","ICHR","RBA","H","CBRE","WGS","AMAT","SGMT","SEER","AEIS","RBLX","RYAN","MZTI","VVX","BR","LRCX","AXSM","EVER","GPI","GBTG","APD","DUOL","TSN","CHD","COIN","CNO","ARE","NOW","VRTX","CLYM","CVX","TVTX","ON","DDOG","PLTR","KNSL","THC","CRCL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631755529","title":"KLA Corp 预计受人工智能相关需求推动，本季度营收将表现强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2631755529","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631755529?lang=zh_cn&edition=fundamental","pubTime":"2026-04-30 04:39","pubTimestamp":1777495156,"startTime":"0","endTime":"0","summary":"路透4月29日 - KLA Corp KLAC.O 周四预测季度营收将超出预期，这得益于其芯片制造设备需求强劲，因为半导体制造商正加紧生产用于人工智能的高端处理器。该公司还预测该季度经调整后每股收益为9.87美元，上下浮动1.00美元。KLA第三季度营收达34.2亿美元，超出33.7亿美元的预期。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260429:nL4S41C2SP:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2506952337.HKD","BK4147","LU0444971666.USD","IE0008368304.USD","LU2125154935.USD","LU2413666699.HKD","IE0009356076.USD","LU0348723411.USD","LU2290526834.HKD","BK4519","LU1815333072.USD","LU2125154778.USD","LU1721428933.USD","LU0868494617.USD","IE00BQXX3F31.USD","LU2360107168.USD","LU2413665964.HKD","LU1035773651.USD","LU2931357623.SGD","LU0823434583.USD","KLAC","LU1069347547.HKD","BK4533","KLAG","LU1861215975.USD","IE00B775H168.HKD","LU0957791311.USD","IE00B1BXHZ80.USD","IE00BSNM7G36.USD","LU2023250843.SGD","LU0476273544.USD","LU1951200564.SGD","LU1670628061.USD","IE00BQXX3C00.GBP","LU2477742899.HKD","LU1670627923.USD","LU2357305700.SGD","LU2244417387.USD","LU1642822529.SGD","LU1620156213.USD","LU0170899867.USD","IE00BJJMRX11.SGD","IE0005OL40V9.USD","LRCU","LU1720051017.SGD","LU2413666004.HKD","LU1923623000.USD","LU2506952410.USD","LRCX","LU0417517546.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141502116","title":"独家：美国下令多家芯片设备公司暂停向华虹公司两座工厂发货","url":"https://stock-news.laohu8.com/highlight/detail?id=1141502116","media":"美股速递","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141502116?lang=zh_cn&edition=fundamental","pubTime":"2026-04-29 00:51","pubTimestamp":1777395077,"startTime":"0","endTime":"0","summary":"据知情人士透露，美国政府已要求多家半导体设备制造商暂停向中国第二大芯片制造商华虹公司的两座生产设施供应设备。此次限制涉及华虹公司位于上海的两座关键晶圆厂。作为中国领先的芯片制造企业，华虹公司主要生产用于汽车、工业控制等领域的特色工艺半导体。行业观察人士指出，此举可能影响华虹公司的产能扩张计划。芯片设备厂商们正评估这一指令对其业务的具体影响，同时寻求与监管机构进行进一步沟通。","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":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2458330243.SGD","LU2250418816.HKD","IE00BQXX3C00.GBP","LU1989773731.SGD","SG9999001424.SGD","LU1548497426.USD","LU2237438978.USD","LU0061474960.USD","LU0444973449.USD","LU0661504455.SGD","LU1868836757.USD","LU1035775433.USD","LU1267930813.SGD","LU0417517546.SGD","BK4534","LU2931357623.SGD","LU0289960550.SGD","BK4543","LU0314104364.USD","LU2357305700.SGD","LU2360032135.SGD","IE00B7KXQ091.USD","LU1674673691.USD","LU0354030438.USD","LU1721427968.SGD","LU1366333091.USD","GB00BDT5M118.USD","LU1165135440.EUR","SG9999002224.SGD","LU1868836914.USD","LU0048584097.USD","LU0889565833.HKD","LU2477742899.HKD","LU1815336760.USD","LU1670627923.USD","LU0011850046.USD","LU0056508442.USD","LU0347712357.USD","LU0170899867.USD","LU0082616367.USD","LU1620156130.USD","LU1674673428.USD","LU1951200564.SGD","LU0444971666.USD","LU0096362180.USD","LU0158827781.USD","BK4518","IE00BJJMRX11.SGD","IE00BFSS8Q28.SGD","LU1003077747.HKD","IE0008368304.USD","LU1868837300.USD","LU0256863902.USD","SGXZ81163826.USD","LU2458330169.SGD","LU1543694498.USD","LU2413666699.HKD","LU1642822529.SGD","LU2089283258.USD","LU2360106780.USD","BK4581","LU1823568750.SGD","LRCX","LU0949170772.SGD","LU0256863811.USD","LU1861215975.USD","IE00B4JS1V06.HKD","LU0274383776.USD","LU0719512351.SGD","LU1720051108.HKD","LU2023250843.SGD","LU0061475181.USD","LU2125154935.USD","LU1153585028.USD","LU1720051017.SGD","LU0868494708.USD","LRCU","AMAT","688347","LU2506952337.HKD","SG9999002232.USD","LU1596574779.USD","LU1778281490.HKD","LU0187121727.USD","IE00BN29S564.USD","LU0942090050.USD","LU1923623000.USD","LU2244417387.USD","LU2125154778.USD","LU1046421795.USD","BK4519","KLAG","LU0157215616.USD","LU1815333072.USD","IE00B5949003.HKD","LU1670628061.USD","LU2028103732.USD","LU1069344957.HKD","LU1861220033.SGD","IE00BQXX3D17.EUR","IE00B775H168.HKD","LU0109392836.USD","LU1069347547.HKD","LU2242649171.HKD","LU2271345857.HKD","LU0251132253.USD","LU0792757196.USD","LU2089284900.SGD","LU2360107168.USD","LU0823434740.USD","LU0354030511.USD","LU2111349929.HKD","BK4147","BK0214","LU0081259029.USD","LU1852331112.SGD","BK4585","SGXZ49509284.SGD","IE00BFSS7M15.SGD","LU1974910355.USD","LU2413666004.HKD","LU0238689110.USD","LU2413665964.HKD","BK4551","LU1917777945.USD","LU2506952410.USD","LU2023251221.USD","LU1035773651.USD","LU0545039389.USD","LU1721428347.USD","BK4588","LU0738911758.USD","LU0957791311.USD","LU0348723411.USD","LU0097036916.USD","LU2106854487.HKD","BK4567","LU0957808578.USD","LU1989763005.USD","IE0005OL40V9.USD","LU2413666426.HKD","IE00BJJMRY28.SGD","LU1235294995.USD","LU0079474960.USD","LU2023250504.SGD","LU0096364046.USD","IE00B1BXHZ80.USD","IE0009356076.USD","LU1868836591.USD","LU1620156213.USD","BK4533","LU0553294199.USD","IE0004445015.USD","LU0175139822.USD","LU0868494617.USD","LU1951198990.SGD","LU0158827948.USD","BK4516","LU1868837136.USD","LU1721428933.USD","LU1803068979.SGD","IE00BQXX3F31.USD","LU2089985449.USD","IE00BSNM7G36.USD","LU0889566641.SGD","LU0476273544.USD","KLAC","IE00BD6J9T35.USD","LU2290526834.HKD","LU0823434583.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1146986617","title":"独家：美方因担忧华虹设施或涉足先进芯片生产采取行动 消息人士透露","url":"https://stock-news.laohu8.com/highlight/detail?id=1146986617","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1146986617?lang=zh_cn&edition=fundamental","pubTime":"2026-04-29 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| 拉姆研究盘中大跌5.07%，受OpenAI业绩担忧及财报利好消化拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1114653387","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114653387?lang=zh_cn&edition=fundamental","pubTime":"2026-04-28 21:42","pubTimestamp":1777383776,"startTime":"0","endTime":"0","summary":"拉姆研究今日盘中股价大跌5.07%，引起了市场的广泛关注。消息面上，此次下跌主要受到两方面因素影响。其次，在公司层面，拉姆研究此前公布的强劲第三财季业绩和高于预期的第四财季指引所带来的利好，在短期内已被市场充分消化。同时，半导体设备板块整体持续走弱，应用材料、科磊等同行公司股价亦普遍下跌，进一步加剧了拉姆研究的跌势。","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":"-1","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":"2630730713","title":"热门话题-有报道称OpenAI未达业绩目标，美国芯片股应声下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2630730713","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630730713?lang=zh_cn&edition=fundamental","pubTime":"2026-04-28 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23:16","pubTimestamp":1777303012,"startTime":"0","endTime":"0","summary":"• 地缘政治风险和出口管制对泛林集团 (Lam Research) 产生影响。\n• 机构投资者减持了泛林集团 (Lam Research) 的持股。\n• 该股目前处于溢价交易状态，反映了市场对估值的担忧。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261827414-market-movers-lrcx-20260427","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":["LU0157215616.USD","IE00B5949003.HKD","IE00BN29S564.USD","LU2242649171.HKD","LU1917777945.USD","LU1670628061.USD","LU0048584097.USD","LU0417517546.SGD","LU1823568750.SGD","BK4543","IE00BJJMRX11.SGD","IE00BQXX3C00.GBP","LU0868494617.USD","LU1046421795.USD","LU2089985449.USD","LU1235294995.USD","BK4588","IE00BJJMRY28.SGD","IE0009356076.USD","LU2250418816.HKD","BK4567","LU2106854487.HKD","BK4533","LRCU","IE00B1BXHZ80.USD","IE00BQXX3F31.USD","LU1366333091.USD","LU0256863902.USD","LU0823434740.USD","LU0056508442.USD","IE00BFSS7M15.SGD","LU1069347547.HKD","BK4551","LU2931357623.SGD","LRCX","LU1670627923.USD","LU0868494708.USD","IE00B7KXQ091.USD","LU1642822529.SGD","LU2023250504.SGD","IE00B4JS1V06.HKD","IE00BFSS8Q28.SGD","LU0096362180.USD","LU1815336760.USD","LU1852331112.SGD","LU2244417387.USD","BK4581","LU0082616367.USD","LU0957791311.USD","LU0097036916.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1179626333","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=1179626333","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179626333?lang=zh_cn&edition=fundamental","pubTime":"2026-04-24 21:38","pubTimestamp":1777037889,"startTime":"0","endTime":"0","summary":"拉姆研究今日盘中股价大涨5.09%，引起了市场的广泛关注。消息面上，公司此前公布的第三财季业绩表现强劲，营收和调整后每股收益均超出市场预期。此外，公司对第四财季的营收指引也进行了上调，显著高于市场预期，管理层对前景表示乐观。多家投行在业绩发布后随即上调了该公司的目标价，并维持买入评级，机构普遍看好由人工智能（AI）驱动的半导体设备需求前景。行业层面，半导体设备板块整体表现积极，显示出行业联动效应。机构分析认为，AI数据中心芯片需求强劲，公司全年晶圆制造设备市场预期被上调，行业景气度有望延续。","market":"sg","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":"1","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":"2629485281","title":"拉姆研究(LRCX)股票4月23日盘中下跌3.12%：投资者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2629485281","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629485281?lang=zh_cn&edition=fundamental","pubTime":"2026-04-24 02:16","pubTimestamp":1776968201,"startTime":"0","endTime":"0","summary":"• 泛林集团（Lam Research）营收和利润均超出预期，并预计未来业绩表现强劲。\n• 分析师上调了评级和目标价，理由是人工智能和先进封装带来的利好。\n• 受获利回吐、估值担忧及内部人士减持影响，股价有所下跌。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261817452-market-movers-lrcx-20260423","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":["LU2250418816.HKD","LU2360106780.USD","IE00BQXX3C00.GBP","LU0444971666.USD","LU1366333091.USD","LU2106854487.HKD","IE00BN29S564.USD","LRCU","IE00BQXX3D17.EUR","IE00B1BXHZ80.USD","LU0417517546.SGD","IE00BJJMRX11.SGD","IE0005OL40V9.USD","LU0476273544.USD","BK4585","LU0056508442.USD","LU2931357623.SGD","LU1974910355.USD","LU0719512351.SGD","LU0256863811.USD","BK4581","LU2242649171.HKD","IE00BFSS7M15.SGD","LU1720051108.HKD","LU2089985449.USD","LU0157215616.USD","LU1046421795.USD","LU2023250504.SGD","LU0061474960.USD","LU0444973449.USD","LU1815333072.USD","LU0097036916.USD","IE0009356076.USD","IE00B4JS1V06.HKD","IE00BJJMRY28.SGD","LRCX","BK4588","LU2244417387.USD","LU0942090050.USD","LU0957791311.USD","BK4567","LU2023250843.SGD","LU0256863902.USD","LU0823434583.USD","BK4533","LU1069347547.HKD","LU0274383776.USD","LU1642822529.SGD","LU0823434740.USD","LU1917777945.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629383664","title":"BUZZ--美国股票走势-霍尼韦尔、Netflix、CSX","url":"https://stock-news.laohu8.com/highlight/detail?id=2629383664","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629383664?lang=zh_cn&edition=fundamental","pubTime":"2026-04-23 19:46","pubTimestamp":1776944786,"startTime":"0","endTime":"0","summary":".N** 特斯拉公司TSLA.O:BUZZ - 因2026年支出计划增加而下跌，盖过了乐观的第一季度业绩。nL4N41617F ** Microchip Technology Inc MCHP.O：** Analog Devices Inc ADI.O：** 安森美半导体公司 ON.O：** NXP Semiconductor NV NXPI.O:BUZZ - 芯片股在德州仪器的强劲预测后上涨   nL4N41617V ** Helix Energy Solutions Group Inc HLX.N:BUZZ - 因与 Hornbeck Offshore 达成全股票合并协议而上涨   nL6N4160TD ** Hasbro Inc HAS.O:BUZZ - 因第一季度初步销售额高于预期而上涨   nL6N4160U2 ** 美国运通AXP.N：BUZZ - 因第一季度利润超预期而上涨   nL6N4160UE (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260423:nL4T4161CV:1","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":["REGN","INTC","MSFD","NFLX","HLX","AXP","CRWD","MSFW","QS","PCG","NOW","TXN","TSLP","INTU","LMT","NKE","TSII","LRCX","ON","TSLW","MSFL","HAS","MSFT","TSLA","TMO","AXPG","LULU","CRSH","NFXL","NFXS","TSLR","TSLL","ADI","HON","TSLY","NXPI","ADBE","MSFO","CMCSA","MCHP","INTW","TSLT","TSL","TSLQ","MSFU","NOWL","CSX","IBM","ALT"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2629889270","title":"BUZZ-预计第四季度营收高于预期，Lam Research 上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2629889270","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629889270?lang=zh_cn&edition=fundamental","pubTime":"2026-04-23 17:08","pubTimestamp":1776935325,"startTime":"0","endTime":"0","summary":"4月23日 - ** 芯片设备制造商Lam ResearchLRCX.O股价盘前上涨1.3%，报269美元。** 截至上次收盘，LRCX 股价累计上涨 55.1% 年至今 (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260423:nL4T4160TD:1","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":null,"symbols":["LU0823434740.USD","LU0957808578.USD","IE00BFSS8Q28.SGD","IE00B1BXHZ80.USD","IE00BFSS7M15.SGD","LU0476273544.USD","BK4543","LU1069347547.HKD","BK4585","LU0251132253.USD","LU0719512351.SGD","IE00BN29S564.USD","LU2244417387.USD","IE00B7KXQ091.USD","LU0187121727.USD","LU2360106780.USD","LU1917777945.USD","LU0056508442.USD","LU1815333072.USD","LRCU","BK4533","LU0256863902.USD","LU0081259029.USD","LU1974910355.USD","IE0009356076.USD","IE00BSNM7G36.USD","LU0348723411.USD","LU0942090050.USD","BK4588","LU1815336760.USD","IE00B4JS1V06.HKD","LU0957791311.USD","LU2931357623.SGD","LU0868494617.USD","LU2106854487.HKD","LU0048584097.USD","LU0157215616.USD","LU1642822529.SGD","IE0004445015.USD","LU0868494708.USD","LU0096362180.USD","BK4567","LU0274383776.USD","LRCX","LU0823434583.USD","LU2023250504.SGD","LU1852331112.SGD","LU1720051017.SGD","LU2357305700.SGD","LU1035773651.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629883106","title":"美国研究综述-芝商所、GE Vernova、德州仪器","url":"https://stock-news.laohu8.com/highlight/detail?id=2629883106","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629883106?lang=zh_cn&edition=fundamental","pubTime":"2026-04-23 15:47","pubTimestamp":1776930436,"startTime":"0","endTime":"0","summary":"美国研究综述-芝商所、GE Vernova、德州仪器路透4月23日 - 华尔街证券分析师周四调整了对几家美国上市公司的评级和目标价，其中包括芝商所、GE Vernova 和德州仪器。股票条目按字母顺序排列。","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260423:nL4T4160O3:1","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":["TRGP","TESL","LRCX","TSLL","NKTR","CME","KNX","BIIB","TSLA","PEGA","RJF","DTM","TEST","VRT","WFRD","07766","TXN","GSHD","LRCU","UNHW","MAS","SEIC","WAL","WAB","ZWS","MNSH","OTIS","MMM","SF","KNTK","NOW","IBM","CPAY","EWBC","BKU","TSL","BSX","UNH","LYV","OZK","TSCO","NVR","CSX","PEBO","LNG","GEV","MBWM","ABBV","NOWL","TDY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629072254","title":"“美版ASML”业绩狂飙！Lam Research季度营收创纪录，CEO称明年也“相当好”","url":"https://stock-news.laohu8.com/highlight/detail?id=2629072254","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629072254?lang=zh_cn&edition=fundamental","pubTime":"2026-04-23 08:52","pubTimestamp":1776905542,"startTime":"0","endTime":"0","summary":"Lam Research第三季度营收58.4亿美元、非GAAP每股收益1.47美元，双双创历史新高并超出华尔街预期，中国是最大的市场。公司将下季度营收指引上调至约66亿美元，CEO称“2027年感觉会是相当好的一年”。不过，客户预付款降至近四年低点，短期订单节奏的变化成为市场关注焦点。","market":"sh","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":"https://wallstreetcn.com/articles/3770661","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":null,"symbols":["ASMU","LU1670628061.USD","LU1366333091.USD","LU2931357623.SGD","03165","ASMH","LU1720051017.SGD","LU0256863902.USD","LU1823568750.SGD","LU0056508442.USD","LU2250418816.HKD","IE00BSNM7G36.USD","LU0868494708.USD","IE00B775H168.HKD","IE00BQXX3C00.GBP","LU1734074674.USD","LU2063271972.USD","IE00BFSS8Q28.SGD","LU2106854487.HKD","LU2089985449.USD","LU2543165471.USD","LU0868494617.USD","LU0444973449.USD","LU0061475181.USD","IE00B4JS1V06.HKD","LU1069347547.HKD","IE00BD6J9T35.USD","LU1974910355.USD","IE0004445015.USD","LU0719512351.SGD","LU0097036916.USD","LU0081259029.USD","IE00BFSS7M15.SGD","LU1852331112.SGD","BK4551","BK4543","BK4147","LU1046421795.USD","LU1548497426.USD","LU0345774631.USD","IE00BJJMRY28.SGD","LU2357305700.SGD","LU0348723411.USD","LU0417517546.SGD","LU1815333072.USD","LU1670627923.USD","LU0823434583.USD","IE0009356076.USD","LRCX","LU2023250843.SGD","LU1720051108.HKD","LU1035773651.USD","BK4588","LU0957808578.USD","LU0096362180.USD","LU2023250504.SGD","IE00BJJMRX11.SGD","LU1917777945.USD","BK4533","LU0256863811.USD","ASMG","LU0444971666.USD","IE00B7KXQ091.USD","LU0476273544.USD","LU2244417387.USD","LU2360106780.USD","LU0157215616.USD","LU0251132253.USD","LU0345774391.USD","LU2242649171.HKD","LU1642822529.SGD","LU0957791311.USD","LU0082616367.USD","IE00BQXX3F31.USD","IE00BN29S564.USD","LU0274383776.USD","LU0823434740.USD","IE0004445239.USD","LU1235294995.USD","LU0048584097.USD","BK4567","BK4585","IE00B1BXHZ80.USD","LRCU","LU0942090050.USD","IE0005OL40V9.USD","LU0061474960.USD","IE00BQXX3D17.EUR","IE00B5949003.HKD","LU0187121727.USD","LU1815336760.USD","BK4581"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102966700","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102966700","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102966700?lang=zh_cn&edition=fundamental","pubTime":"2026-04-23 08:12","pubTimestamp":1776903171,"startTime":"0","endTime":"0","summary":"特斯拉Q1营收创近三年最高增速，盈利大超预期，现金流翻倍，马斯克预告支出大增。特斯拉夜盘微跌。ServiceNow业绩符合预期，但中东战事拖累，AI冲击疑虑难消。ServiceNow夜盘暴跌12%。英特尔夜盘涨近3%，特斯拉CEO埃隆·马斯克称，计划使用英特尔的14A工艺。IBM一季度业绩超预期，但维持全年指引不变；IBM夜盘跌超6%。德州仪器夜盘大涨10%！一季度业绩稳健，二季度业绩指引强劲。拉姆研究夜盘涨2%！第三财季业绩超预期，第四财季营收和利润指引强劲。Lululemon任命前耐克高管Heidi O’Neill为新任CEO，夜盘跌4%。","market":"us","thumbnail":"https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSLT","TSLA","CRSH","NOWL","TSYY","TSL","LRCX","TLA","TESL","TSLR","TSII","TSLW","TSLQ","TEST","TSLY","TSLP","TXN","TSLZ","TSLI","TSLG","LRCU","TSLS","TSLO","TSLL","TSDD","NOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629074147","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","url":"https://stock-news.laohu8.com/highlight/detail?id=2629074147","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629074147?lang=zh_cn&edition=fundamental","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":"fut","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://ttm.financial/m/news/1117486540?lang=zh_cn&edition=fundamental","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":["LRCX","LRCU"],"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://ttm.financial/m/news/1123733829?lang=zh_cn&edition=fundamental","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":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":["LU1815336760.USD","LU2106854487.HKD","IE00B1BXHZ80.USD","LU1069347547.HKD","LU1670627923.USD","LU0056508442.USD","IE00B5949003.HKD","LU2244417387.USD","LU0719512351.SGD","LU1823568750.SGD","LU0061474960.USD","LU0082616367.USD","LU2357305700.SGD","BK4551","LU1548497426.USD","BK4147","LU1670628061.USD","BK4567","LU0081259029.USD","LU0823434740.USD","LU2360106780.USD","BK4588","LU2931357623.SGD","BK4581","LU0157215616.USD","IE00BJJMRY28.SGD","LU0417517546.SGD","LU0256863811.USD","LU0348723411.USD","LU1235294995.USD","LU0187121727.USD","LU0868494617.USD","IE0005OL40V9.USD","LU0444973449.USD","LU2023250504.SGD","LU1974910355.USD","LU1366333091.USD","LU1046421795.USD","BK4585","LU1720051108.HKD","LU2089985449.USD","IE00B4JS1V06.HKD","LU0942090050.USD","LU1642822529.SGD","LU0868494708.USD","LU1035773651.USD","BK4533","IE00B775H168.HKD","LU0061475181.USD","LU1917777945.USD","IE0009356076.USD","LU0048584097.USD","LU0251132253.USD","LU0444971666.USD","BK4543","IE00BSNM7G36.USD","LU0823434583.USD","IE00B7KXQ091.USD","LRCU","LU1815333072.USD","LU0256863902.USD","LU0957791311.USD","LU0476273544.USD","IE00BFSS8Q28.SGD","IE00BQXX3C00.GBP","LU0096362180.USD","LU2250418816.HKD","IE00BQXX3D17.EUR","IE0004445015.USD","IE00BQXX3F31.USD","LU0274383776.USD","LU0957808578.USD","LU0097036916.USD","IE00BN29S564.USD","LRCX","LU1720051017.SGD","IE00BFSS7M15.SGD","IE00BJJMRX11.SGD","LU2023250843.SGD","LU1852331112.SGD","LU2242649171.HKD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":19,"totalSize":386,"code":"91000000","status":"200"}]}}