5月27日，拉姆研究盘前上涨3.23%，报332.0美元/股，成交额696.84万美元。
消息面上，多重利好共振推动个股走强。公司层面，拉姆研究宣布计划在未来两年内为半导体制造系统配备更多传感器，利用AI模型提前检测设备问题，并将在凤凰城地区新设设施以支持台积电等客户。机构资金方面，高盛最新披露的持仓数据显示，对冲基金在第二季度增持了拉姆研究等半导体设备股仓位，资金从软件板块转向AI基础设施的趋势明确。评级方面，伯恩斯坦此前将目标价从325美元上调至340美元，摩根士丹利目标价331美元，B. Riley目标价维持375美元。板块方面，半导体设备股延续回暖，应用材料涨2.44%，科磊涨2.2%，泰瑞达涨3.18%，板块联动进一步提振表现。
（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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