科磊（KLAC）今日盘中大涨5.09%，引起了市场的广泛关注。
消息面上，韩国政府宣布了迄今为止最大规模的半导体与AI产业投资计划，将投资约800万亿韩元建设四座芯片工厂，目标是在五年内将DRAM产能翻倍。这一巨额资本开支计划直接利好全球半导体设备厂商，推动了整个板块的走强。
此外，近期多家知名投行密集上调了科磊的目标价。花旗银行将目标价上调至290美元，富国银行上调至305美元，美国银行则上调至317美元。投行们的核心逻辑在于，AI技术正驱动NAND存储器的结构性需求增长，同时全球晶圆厂设备市场规模预计将持续扩张，这为科磊等半导体设备公司带来了积极的增长前景。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.