拉姆研究(LRCX)在今日夜盘交易中大涨5.77%，引起了市场的广泛关注。
此次上涨主要源于半导体设备板块的整体超跌修复。此前，由于市场对算力过剩的担忧以及AI开发进展不及预期的消息，费城半导体指数经历显著下跌，拉姆研究股价也在此前两日累计下跌超过15%。夜盘的上涨可视为市场情绪缓和后的技术性反弹。
基本面上，多家知名投行近期密集上调了对拉姆研究的目标价，包括美银证券、Susquehanna、富国银行及花旗等机构给出的目标价均显著高于当前股价，市场分析认为当前股价相较于机构给出的目标价中枢仍有超过20%的上行空间，这为股价提供了有力支撑。分析观点指出，市场真正的关注点在于主要科技公司是否会下调AI资本开支，若资本开支计划保持不变，近期的调整更多属于情绪驱动的获利了结，而非行业基本面的根本性逆转。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.