9月17日，科磊盘前上涨3.24%，报172.98美元/股，成交额216.32万美元，在经历上一交易日大幅下跌后出现技术性反弹。
消息面上，摩根大通上调晶圆制造设备市场增长预测，将2026年增速从28%上调至31%（对应1630亿美元），2027年从29%上调至38%（对应2250亿美元），为半导体设备板块提供基本面支撑。此前科磊连续承压，9月14日单日跌幅达7.15%，受瑞银下调目标价至200美元及中美贸易摩擦升温的双重打击。
板块方面，半导体设备行业盘前集体反弹，AXT Inc涨5.64%、拉姆研究涨3.32%、泰瑞达涨3.32%、应用材料涨3.08%、阿斯麦涨2.25%，行业联动效应明显。
（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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