9月17日，科磊盘中上涨3.03%，报174.05美元/股，成交额8.14亿美元，在此前连续大幅下跌后出现反弹。
消息面上，摩根大通上调晶圆制造设备市场增长预测，将2026年增速从28%上调至31%，2027年从29%上调至38%，三年复合增长率达28%，为半导体设备板块提供基本面支撑。同板块个股中，拉姆研究涨5.27%，应用材料涨4.28%，泰瑞达涨2.25%，阿斯麦涨1.16%，板块整体呈集体反弹态势。此前科磊因瑞银下调目标价至200美元及中美贸易摩擦升温，9月14日单日跌幅达7.15%。
（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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