10月2日，拉姆研究盘前上涨3.03%，报350.5美元/股，成交额2524.96万美元。
消息面上，B. Riley近日将拉姆研究目标价从350美元上调至390美元，维持买入评级，FactSet汇总的分析师平均目标价约382.58美元，显著高于当前股价。此前美联储加息25个基点至3.75%-4%区间，半导体设备板块集体承压，拉姆研究一度单日跌逾3%，当前板块延续反弹修复态势。基本面方面，公司此前宣布未来五年投入超30亿美元扩建全球研发实验室网络以支持先进AI芯片开发，并上调季度股息至每股0.33美元。半导体设备板块同步走强，泰瑞达涨4.12%，科磊涨2.83%，应用材料涨2.59%，AXT Inc涨2.04%，阿斯麦涨2.0%。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.