7月30日，拉姆研究盘中上涨22.51%，报304.615美元/股，成交额6.91亿美元。
消息面上，公司于前一日盘后发布季度财报，业绩全面超出市场预期。调整后每股收益1.82美元，超出市场预期的1.68美元约8.3%，同比增长36.8%；营收67.22亿美元，高于预期的66.65亿美元，均创历史新高。毛利率从上一季度的49.8%提升至51.7%，营业利润率从35.0%提升至37.4%。更为关键的是，公司下季指引远超预期，预计营收77亿至85亿美元，大幅高于分析师预期的71.1亿美元；预计每股收益2.00至2.30美元，显著超出市场预期的1.84美元。CEO蒂姆·阿彻表示，人工智能驱动的需求正在持续重塑半导体行业。半导体设备板块同步走强，应用材料涨超10%，阿斯麦涨近6%。
（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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