6月29日，科磊盘中上涨3.05%，报260.665美元/股，成交额2.21亿美元。
消息面上，半导体设备板块在前一交易日回调后延续反弹，行业个股中，应用材料涨4.58%，拉姆研究涨2.93%，阿斯麦涨1.37%。此前美光科技最新财季业绩超预期大涨15.81%持续提振板块情绪，叠加近期多家投行密集上调科磊目标价，花旗上调至290美元，富国银行上调至305美元，美银上调至317美元，均维持看好评级，核心逻辑为AI驱动NAND结构性需求增长及晶圆厂设备市场规模持续扩张。
（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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