5月26日，拉姆研究盘前上涨3.16%，报313.16美元/股，成交额274.31万美元。
消息面上，半导体设备板块延续回暖态势，应用材料涨1.77%，科磊涨2.12%，泰瑞达涨2.55%，AXT Inc涨3.74%，板块联动带动个股走强。此前公司宣布计划在未来两年内为半导体制造系统配备更多传感器，利用AI模型提前检测设备问题，并将在凤凰城地区新设设施以支持台积电等客户。基本面方面，伯恩斯坦近期将公司目标价从325美元上调至340美元，摩根士丹利目标价331美元，B. Riley目标价375美元，当前股价较机构目标价仍有上行空间，为持续反弹提供支撑。
（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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