7月9日，阿斯麦盘中上涨3.57%，报1851.32美元/股，成交额5.71亿美元。消息面上，摩根大通发布绩前研报，予阿斯麦"增持"评级及2200美元目标价，预计其2027年和2028年每股收益分别为54.4欧元和64.4欧元，较市场一致预期高出逾23%，强调2027年展望才是重估关键。
此外，半导体设备板块集体走强，应用材料涨10.0%、拉姆研究涨10.07%、科磊涨9.98%，板块呈现共振上行态势。此前SK海力士披露拟斥资约11.9万亿韩元采购阿斯麦EUV光刻设备，叠加高盛、瑞银、伯恩斯坦等多家投行近期密集上调目标价，市场对阿斯麦中长期订单能见度的信心持续增强。
（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。）
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