异动解读|阿斯麦夜盘上涨3.01%,半导体设备板块集体反弹叠加多家投行上调目标价

行情直击
Jul 06

7月6日,阿斯麦夜盘上涨3.01%,报1844.99美元/股,成交额501.74万美元。消息面上,半导体设备板块在此前深度回调后迎来集体反弹,行业个股中科磊涨6.84%、拉姆研究涨6.14%、泰瑞达涨6.21%、应用材料涨5.48%,板块修复动能显著。

基本面方面,阿斯麦此前上调全年营收指引,确认AI芯片制造对先进光刻设备需求持续增长;高盛将其目标价从1770欧元上调至2000欧元,瑞银重申其为欧洲科技硬件板块首选股并给予2100欧元目标价,Degroof Petercam亦将评级上调至买入、目标价上调至2100欧元。多重积极催化支撑股价在前期回调后企稳回升。

(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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