7月20日，拉姆研究盘前上涨3.2%，报323.32美元/股，成交额721.12万美元。消息面上，台积电于近日法说会大幅上调资本支出指引，明确表示AI需求能见度已延伸至2030年，未来三年资本支出将显著高于过去三年，并同步兴建13座先进制程晶圆厂及先进封装厂，华尔街多家投行认为这对半导体设备供应商构成直接利好。
受此提振，半导体设备板块集体走强，同板块泰瑞达涨3.61%、应用材料涨3.14%、科磊涨3.09%、阿斯麦涨1.59%。此外，近期瑞银将拉姆研究目标价上调至435美元、Stifel上调至425美元、摩根士丹利上调至404美元，机构共识评级为"增持"，均价目标376.82美元。公司下次财报将于7月29日盘后发布，预期EPS为1.69美元。
（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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