异动解读 | 拉姆研究盘中大涨7.22%,获投行首次买入评级叠加财报创历史新高及板块共振

异动解读
May 06

拉姆研究今日盘中大涨7.22%,引起了市场的广泛关注。

消息面上,Seaport Global近日首次覆盖拉姆研究,给予买入评级并设定300美元目标价。此外,公司此前公布的财季业绩创历史新高,强劲的盈利动能持续提振市场情绪。板块层面,半导体设备行业整体走强,行业景气度共振进一步助推个股表现。

据市场数据,该股当前分析师平均评级为超配,均值目标价为314.31美元。板块内,阿斯麦、应用材料、科磊等同行公司亦普遍上涨,显示出行业整体的积极势头。

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