6月2日，拉姆研究盘中上涨3.33%，报330.57美元/股，成交额3.99亿美元。
消息面上，半导体设备板块全线回暖，应用材料涨4.32%，阿斯麦涨3.32%，AXT Inc涨7.01%，科磊涨2.74%，板块联动带动个股走强。此前公司宣布计划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，并在凤凰城新设设施支持台积电等客户。机构资金方面，高盛最新数据显示对冲基金第二季度增持拉姆研究等半导体设备股，资金从软件板块转向AI基础设施趋势明确。
（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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