10月1日，科磊夜盘上涨3.08%，报200.94美元/股，成交额184.01万美元。消息面上，半导体设备板块集体走强，AXT Inc涨3.66%，应用材料涨3.35%，拉姆研究涨3.25%，泰瑞达涨3.02%，阿斯麦涨1.52%，延续此前反弹势头。
基本面方面，科磊此前公布的Q1 FY2027营收指引约40亿美元，环比持续增长；公司积压订单达创纪录的125亿美元，同比增长60%，订单出货比1.4倍，交付周期拉长至18至24个月，反映AI先进封装检测需求旺盛。不过需关注高管Richard P. Wallace近期持续减持及地缘政治出口管制等潜在风险。
（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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