半导体设备制造商拉姆研究(LRCX)在2024年10月23日夜盘大涨6%,引起市场广泛关注。这主要受到了公司最新一季度业绩表现强劲,以及对未来人工智能芯片需求旺盛的积极预期所推动。
根据公司公布的一财季财报,营收为41.7亿美元,超过分析师预期的40.6亿美元;调整后每股收益也从上年同期的0.69美元增加到0.86美元,高于预期的0.81美元。优异的财报数据凸显了公司在半导体设备制造领域的领先地位,以及下游芯片制造商对其产品和服务的强劲需求。
更值得投资者欣喜的是,公司对接下来一季度的业绩也表现出乐观态度。拉姆研究预计二财季营收将达到40亿至46亿美元之间,中值43亿美元,高于分析师预期的42.2亿美元。这一强劲的业绩增长预期,源自近期人工智能芯片需求出现爆发式增长,各大芯片代工厂纷纷扩大相关产能。作为晶圆制造设备的主要供应商之一,拉姆研究将直接受益于这一轮人工智能热潮。
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