半导体设备制造商拉姆研究(Lam Research，LRCX.US)股价于1月30日周四盘中大涨8.58%，引发市场广泛关注。
公司此前发布的2025财年第二季度财报超出预期，业绩表现亮眼是股价大涨的主因之一。拉姆研究季度调整后每股收益为0.92美元，高于分析师预期的0.88美元；营收达43.8亿美元，也超出预期的43.11亿美元，同比分别增长22.34%和16.55%。
更为关键的是，公司对第三季度营收与每股收益的指引均超出市场预期。拉姆研究预计第三季度营收为46.5亿美元，正负3亿美元，调整后每股收益为1美元，正负0.1美元，皆高于分析师此前预期，增强了投资者对公司未来增长前景的信心。
另一主因是公司凭借技术领先优势，将有力受益于人工智能热潮所带动的先进节点芯片、高端封装的需求增长。作为全球知名的芯片制造设备供应商之一，拉姆研究正努力拓展在AI芯片设备领域的市场份额。
此外，多家机构包括富国银行、Needham等对公司评级和目标价格予以上调，体现了投资者对公司未来发展的广泛看好预期，也推动了拉姆研究股价大涨。
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