异动解读 | 拉姆研究盘后大涨6.66%,季度业绩预测强劲超预期

异动解读
Jan 29

拉姆研究(LRCX)今日盘后股价大幅上涨6.66%,引起了市场的广泛关注。

消息面上,该公司发布了强劲的季度业绩预测。由于人工智能应用需求增长推动芯片制造工具订单增加,拉姆研究预测第三季度营收将高于华尔街预期,调整后每股收益也超出分析师预估。这一乐观预测增强了投资者对公司未来盈利能力的信心,从而推动了股价在盘后的显著上涨。

具体来看,拉姆研究预计第三季度营收约为57亿美元,正负3亿美元,高于分析师预计的53.4亿美元;预计调整后每股收益为1.35美元,正负10美分,也超过预期的1.20美元。公司第二季度业绩同样超出预期,显示其在半导体设备领域的强劲表现。

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