9月4日，阿斯麦盘中上涨3.23%，报1702.044美元/股，成交额3.49亿美元。消息面上，国际半导体产业协会（SEMI）最新报告显示，二季度全球半导体设备开票销售额达405.3亿美元，同比大幅上涨23%，连续两个季度刷新历史纪录，AI算力基础设施建设成为本轮采购热潮核心驱动力。阿斯麦二季度营收93.26亿欧元超市场预期，管理层已上调全年收入指引。
板块层面，半导体设备股在前一交易日整体承压后集体反弹，同业应用材料涨3.89%、科磊涨4.45%、拉姆研究涨3.98%、Aehr Test Systems涨6.25%，行业情绪明显回暖。此外，阿斯麦宣布计划到2030年将日本员工人数从500人扩大至700人，以支持Rapidus及台积电在日本的产能布局。
（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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