7月6日，拉姆研究盘前上涨3.3%，报365.31美元/股，成交额160.86万美元。消息面上，此前受Meta出售富余算力引发算力过剩担忧，叠加扎克伯格坦承AI智能体开发进展不及预期，费城半导体指数连续两日累计暴跌11%，拉姆研究两日累跌超15%，本次上涨系板块整体超跌修复。同板块应用材料涨3.86%，科磊涨4.33%，阿斯麦涨3.98%，泰瑞达涨3.67%，设备板块呈现共振反弹态势。
此外，美银证券此前将公司目标价大幅上调至480美元，Susquehanna上调至475美元，富国银行上调至450美元，当前股价较多家投行目标价中枢仍有较大上行空间，为反弹提供基本面支撑。
（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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