异动解读|英特格盘前上涨6.53%,SK海力士扩产及高盛看多AI持续提振半导体设备板块

行情直击
Jun 18

6月18日,英特格盘前上涨6.53%,报164.4美元/股,成交额85.45万美元。消息面上,SK海力士此前宣布计划到2034年将晶圆产能提高两倍,并预计5年内产能翻番以满足AI驱动的存储芯片需求;叠加高盛研究力挺AI投资周期尚未触顶,半导体设备板块延续强势。英特格作为半导体制程关键材料供应商,直接受益于下游晶圆厂大规模扩产带来的材料需求增长。同板块中,拉姆研究涨6.11%,科磊涨5.4%,应用材料涨5.21%,泰瑞达涨3.54%,阿斯麦涨3.18%。

(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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