7月21日，MKS仪器盘中上涨6.02%，报336.31美元/股，成交额3562.93万美元。消息面上，半导体设备板块7月17日因获利盘集中兑现出现集体重挫，MKS仪器自高点371美元附近一度回撤至310美元区域，经过充分消化后市场重新聚焦台积电扩产对设备厂商的直接利好，板块集体大幅反弹。
台积电将全年资本支出指引从520亿-560亿美元大幅上调至600亿-640亿美元，其中70%-80%用于先进制程，并表示未来三年资本支出将显著高于过去三年，半导体设备产业链持续受益逻辑明确。此外，摩根士丹利此前将MKS目标价从374美元上调至442美元，强调其存在被低估的盈利上行空间。当前板块中，泰瑞达涨8.55%，应用材料涨6.24%，科磊涨3.69%，阿斯麦涨3.31%，拉姆研究涨2.99%。
（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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