在今天的盘前交易中,芯片制造设备公司拉姆研究(Lam Research)的股价大涨7.54%,引发市场关注。
导致拉姆研究股价上涨的重要原因是来自行业龙头美光科技(Micron Technology)发布的乐观预期。美光科技预计人工智能和数据中心领域对芯片的需求将持续保持强劲,这一利好预期提振了整个半导体行业的股价。
数据显示,在美光科技的公告推动下,除了拉姆研究股价大涨外,包括先进微器件、英特尔、台积电、高通、ARM控股等主要芯片制造商股价在当天上涨2%-6%不等。人工智能芯片龙头企业如Nvidia的股价亦出现走高。金融业界分析认为,如果芯片需求持续强劲,将直接带来芯片设备制造商如拉姆研究的订单增长,从而为公司营收注入利好预期。
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