9月21日，科磊盘中上涨3.1%，报182.275美元/股，成交额1.61亿美元，延续此前反弹走势。消息面上，摩根大通此前上调晶圆制造设备市场增长预测，将2026年增速从28%上调至31%，2027年从29%上调至38%，三年复合增长率达28%，持续为半导体设备板块提供基本面支撑。同板块个股中，应用材料涨3.18%，拉姆研究涨2.3%，AXT Inc涨8.73%，阿斯麦涨0.72%，板块整体延续反弹态势。值得关注的是，公司董事兼高管Richard P. Wallace近期披露拟减持72019股，市值约1237.86万美元。
（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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