7月6日，阿斯麦盘中上涨3.35%，报1825.75美元/股，成交额6.34亿美元。消息面上，半导体设备板块在此前深度回调后集体反弹，叠加多家国际投行密集上调目标价，共同推动股价走强。
具体来看，高盛将阿斯麦目标价从1770欧元上调至2000欧元，瑞银重申其为欧洲科技硬件板块首选股并给予2100欧元目标价，Degroof Petercam将评级从持有上调至买入、目标价上调至2100欧元。基本面方面，阿斯麦此前上调全年营收指引，确认AI芯片制造对先进光刻设备需求持续增长。板块同业中，泰瑞达涨7.15%，科磊涨2.77%，拉姆研究涨2.49%，应用材料涨1.86%，设备板块呈现共振修复态势。
（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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