7月2日，科磊夜盘上涨3.13%，报274.53美元/股，成交额469.88万美元。消息面上，半导体设备板块集体走强，应用材料涨3.7%，拉姆研究涨3.0%，阿斯麦涨1.34%。此前科磊CFO在摩根大通第54届年度全球技术、媒体和通信会议上表示，晶圆厂设备市场持续超预期，先进封装收入增速高达50%以上，预计下半年收入较上半年高出中高十几至20个百分点，2027年可见度"史无前例"。叠加韩国800万亿韩元芯片扩产计划持续提振设备需求预期，板块情绪延续强势。
（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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