7月14日，阿斯麦盘中上涨3.81%，报1772.73美元/股，成交额7.94亿美元。
消息面上，加拿大皇家银行将阿斯麦目标价从1700美元上调至2000美元，维持跑赢大盘评级，指出EUV需求受生成式AI投资、DRAM供应紧张及先进制程竞争驱动，供应紧张态势预计持续两到三年，并将2027年EUV出货预期从80台以上上调至约90台低NA系统。同日半导体设备板块集体反弹，应用材料涨3.93%、拉姆研究涨5.48%、科磊涨3.96%。此外，阿斯麦将于7月15日盘前发布二季度财报，多家机构预计公司可能年内第二次上调全年销售指引。
（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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