7月6日，拉姆研究盘中上涨3.23%，报362.955美元/股，成交额1.86亿美元。
消息面上，半导体设备板块延续超跌修复行情。此前受Meta出售富余算力引发算力过剩担忧，叠加扎克伯格坦承AI智能体开发进展不及预期，费城半导体指数连续两日累计暴跌11%，拉姆研究两日累跌超15%，本次上涨系板块整体技术性反弹。同板块科磊涨3.26%、泰瑞达涨3.78%、应用材料涨2.78%、阿斯麦涨2.8%，设备板块呈共振反弹态势。
此外，摩根士丹利将拉姆研究目标价由331美元上调至404美元，此前美银证券（480美元）、Susquehanna（475美元）、富国银行（450美元）等机构亦密集上调目标价，均显著高于当前股价，为反弹提供估值支撑。
（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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