9月1日，拉姆研究盘中下跌3.18%，报291.345美元/股，成交额1.41亿美元。
消息面上，瑞银当日将拉姆研究目标价从435美元下调至425美元，维持买入评级；此前瑞穗亦将目标价从370美元下调至365美元。多家机构接连下修目标价对市场情绪形成压制。与此同时，半导体设备板块整体走弱，应用材料跌3.63%，科磊跌3.06%，泰瑞达跌4.98%，阿斯麦跌1.96%，AXT Inc跌8.66%，板块系统性抛压显著。
拉姆研究是全球领先的半导体晶圆制造设备供应商，核心业务覆盖刻蚀、沉积及清洗等关键工艺环节，客户涵盖存储器、代工及集成器件制造商。
（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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