6月30日，拉姆研究盘前上涨3.06%，报422.46美元/股，成交额1436.53万美元，延续超跌修复走势。消息面上，Susquehanna将公司目标价从385美元大幅上调至475美元，维持正面评级。此前美银证券已将目标价从330美元上调至480美元，富国银行上调至450美元，Rothschild上调至420美元，多家投行密集上调形成合力。机构普遍指出DRAM供应紧张推动结构性NAND需求增长，行业景气周期有望延长。同期半导体设备板块集体走强，应用材料涨3.65%，科磊涨1.96%，阿斯麦涨1.35%，板块共振进一步强化反弹动能。
（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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