消息面上,半导体设备板块集体走强,应用材料涨2.23%、科磊涨2.24%、阿斯麦涨1.94%、Aehr Test Systems涨3.48%,板块共振带动个股反弹。此前两个交易日,拉姆研究因高管Varadarajan Seshasayee披露拟减持59,750股(总价约1,740.64万美元)以及瑞银、瑞穗接连下调目标价,股价一度累计回落逾6%。基本面方面,公司近期宣布未来五年斥资超30亿美元扩展全球研发实验室网络,季度股息由每股0.26美元上调至0.33美元,叠加年报归母净利润同比增长35.59%,中长期基本面支撑明确。
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