6月3日，拉姆研究盘中上涨3.1%，报344.79美元/股，成交额7.68亿美元，续刷历史新高。
消息面上，富国银行将拉姆研究目标价从320美元上调至365美元，维持"增持"评级，为股价提供直接催化。板块层面，半导体设备股延续强势，应用材料涨3.6%，泰瑞达涨5.23%，科磊涨2.71%，阿斯麦涨1.41%，板块联动效应显著。此外，公司此前宣布未来两年内为半导体制造系统配备更多AI传感器，并在凤凰城新设设施支持台积电等客户；高盛数据显示对冲基金第二季度增持半导体设备股，资金从软件板块转向AI基础设施趋势明确，多重利好共振推动股价走高。
（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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