半导体设备制造商拉姆研究(Lam Research)今日盘中大涨5.02%，引发市场关注。
消息面上，拉姆研究昨日发布的2025财年第一季度财报显示，公司业绩超出市场预期。公司第一季度营收达53.2亿美元，高于分析师预期的52.3亿美元；每股收益1.26美元，同样超出预期的1.22美元。更引人注目的是，拉姆研究对第二季度业绩给出了乐观预期，预计营收将达到52亿美元左右，远高于分析师预期的48.1亿美元。
受此利好消息刺激，多家券商纷纷上调了拉姆研究的目标价。其中，苏斯克汉纳将目标价从135美元上调至200美元，TD Cowen将目标价从145美元上调至170美元。分析师普遍看好拉姆研究的发展前景，在32家覆盖该股的券商中，有23家给予"买入"评级。值得一提的是，拉姆研究股价今年以来已累计上涨近一倍，显示出强劲的上涨动能。
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