9月17日，科磊盘中上涨3.53%，报170.575美元/股，成交额5841.06万美元，在此前连续大幅下跌后出现反弹。
消息面上，摩根大通上调晶圆制造设备市场增长预测，将2026年增速从28%上调至31%（对应市场规模1630亿美元），2027年从29%上调至38%（2250亿美元），三年复合增长率达28%。上调主因是DRAM和台积电资本开支强于预期，叠加美国前四大云厂商资本开支复合增长率预计达58%，资金多流向AI基础设施，拉动先进制程与封装设备需求，为半导体设备板块提供基本面支撑。此前科磊因瑞银下调目标价至200美元及中美贸易摩擦升温，9月14日单日跌幅达7.15%。板块方面，半导体设备行业整体走强，Aehr Test Systems涨4.88%、AXT Inc涨4.70%、拉姆研究涨1.94%、阿斯麦涨1.54%、应用材料涨1.44%。
（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。）
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.