异动解读|阿斯麦夜盘上涨4.72%,半导体设备板块集体反弹修复前期抛压

行情直击
Jul 27

7月27日,阿斯麦夜盘上涨4.72%,报1788.8美元/股,成交额39.47万美元。消息面上,此前阿斯麦因"利多出尽"式获利了结一度下跌逾3%,但公司基本面支撑依然强劲:全年销售预期已上调至430亿–450亿欧元,多家投行密集上调目标价,花旗上调至2200欧元、伯恩斯坦上调至2500欧元、美银上调至2452欧元。同时瑞银指出阿斯麦需求可见度异常长远,公司计划2027-2028年将Low-NA EUV及ArFi产能各提升30%。当日半导体设备板块整体走强,科磊涨5.61%、泰瑞达涨6.6%、应用材料涨3.86%,板块修复情绪明显。

(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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