9月29日，阿斯麦盘中上涨3.12%，报1827.21美元/股，成交额6.62亿美元。
消息面上，半导体设备板块集体走强，英伟达宣布将股票回购授权增加1500亿美元，AMD斥资82亿美元收购World Labs发力AI世界模型，市场对AI算力投资信心提振明显。瑞银分析师近日指出，阿斯麦未来几年光刻机产能预测仍有上调空间，公司计划在2027年将DUV和EUV产量提高30%，2028年再提高30%。此外，花旗将阿斯麦列为AI芯片与存储芯片产能扩张趋势的最大受益者之一。同板块中，应用材料涨4.2%，科磊涨4.03%，拉姆研究涨3.32%，AXT涨9.5%，泰瑞达涨1.91%。
（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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