7月21日，MKS仪器盘前上涨5.16%，报341.0美元/股，成交额29.17万美元。
消息面上，台积电此前将全年资本支出大幅上调至600亿至640亿美元（此前为520亿至560亿美元），明确表示AI智能体需求强劲驱动扩产，未来三年资本支出将显著高于过去三年。半导体设备板块7月17日因市场对成本端担忧及获利盘兑现出现集体重挫，MKS仪器自高点371美元附近一度回撤至310美元区域。经过充分消化后，市场重新聚焦台积电扩产对设备厂商的直接利好，全球半导体设备板块7月21日集体大幅反弹。行业个股中，应用材料涨5.34%，拉姆研究涨5.2%，科磊涨4.95%，泰瑞达涨5.47%。此外，摩根士丹利此前将MKS目标价上调至442美元，强调其存在被低估的盈利上行空间。
（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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