半导体设备制造商拉姆研究（LRCX）今日夜盘股价大幅上涨5.38%，引起了市场的广泛关注。
消息面上，公司公布了远超市场预期的2026财年第二季度财报，并对第三季度给出了强劲的业绩指引。财报显示，公司第二季度营收达53.4亿美元，同比增长22%，调整后每股收益为1.27美元，双双超出分析师预期。同时，公司预计第三季度营收将在54亿至60亿美元之间，调整后每股收益预计在1.25至1.45美元之间，均显著高于市场普遍预期。
公司业绩的强劲表现主要得益于人工智能应用需求的快速增长，这推动了芯片制造工具的订单增加。首席执行官蒂姆·阿彻表示，公司不断扩展的产品组合正推动市场向更复杂的三维设备和封装转型，并在人工智能加速发展的背景下全力支持客户增长。作为半导体行业的关键供应商，拉姆研究从高带宽内存等AI基础设施的蓬勃需求中持续受益。
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