5月21日，拉姆研究盘中上涨3.14%，报301.27美元/股，成交额11.61亿美元。
消息面上，伯恩斯坦将拉姆研究目标价从325美元上调至340美元，维持跑赢大盘评级，同时将全球晶圆制造设备(WFE)支出预测上调至1480亿美元，年增幅达21.4%。此前摩根士丹利也将拉姆研究评级从等权重上调至超配，目标价上调至331美元，指出NAND设备需求强劲，系统增长预期达59%。板块方面，半导体设备股延续回暖态势，阿斯麦涨2.63%，科磊涨1.82%，板块联动进一步提振个股表现。
（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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