7月21日，Nova Ltd盘中上涨5.18%，报447.48美元/股，成交额2365.81万美元。
消息面上，台积电近日召开第二季度法说会，将全年资本支出上调至600-640亿美元（中值620亿美元，同比增长51.6%），其中70%-80%用于先进制程，约10%-20%用于先进封装等项目。SEMI亦预测全球半导体设备销售额将持续增长至2028年达2295亿美元。受此提振，半导体设备板块整体走强，泰瑞达涨9.21%，应用材料涨6.54%，科磊涨3.86%，阿斯麦涨3.35%，拉姆研究涨3.17%。此外，摩根士丹利此前已将Nova目标价由494美元上调至540美元，维持增持评级。
（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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