6月15日，科磊夜盘上涨7.21%，报263.99美元/股（1拆10拆股已生效），成交额115.31万美元。
消息面上，多重利好持续发酵。此前多家投行密集上调科磊目标价，Cantor Fitzgerald将目标价上调至2500美元（拆股前），巴克莱上调至2250美元，瑞银上调至2180美元。同时，全球半导体设备龙头近期集体爆发，应用材料单日涨超11%，科磊涨近13%，泛林涨超12%，板块涨势持续传导。产业面上，SK海力士多家设备供应商主动提出涨价3%-4%，设备端定价权罕见反转；SEMI将全球前段设备市场规模预期上调至1522亿美元，增速提升至23.5%，一季度设备销售额创单季历史新高。叠加AI算力基础设施扩张持续驱动，科磊凭借过程控制和检测工具领域的垄断地位持续受益。
（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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