6月25日，阿斯麦盘前上涨4.85%，报1852.81美元/股，成交额449.12万美元。
消息面上，多重利好共振推动股价走高。一方面，美光科技发布第三财季业绩全面超预期，营收414.56亿美元（同比增长346%），毛利率升至84.9%创历史新高，盘后暴涨超16%，带动全球芯片股全线反弹；另一方面，富国银行将阿斯麦目标股价从1750美元大幅上调至2200美元，开普勒楚福雷亦将其欧股目标价从1460欧元上调至1830欧元，机构集体看多释放强烈信号。
半导体设备行业整体表现强势，应用材料涨6.8%，拉姆研究涨6.78%，科磊涨5.54%。美光业绩验证了AI算力基础设施投入持续扩张的趋势，作为全球EUV光刻机唯一供应商，阿斯麦直接受益于先进制程扩产需求。
（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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