7月14日，Onto Innovation盘中上涨6.55%，报322.03美元/股，成交额5125.72万美元。该股延续盘前涨势，半导体设备板块集体走强，行业内拉姆研究涨5.13%、科磊涨4.32%、应用材料涨3.91%、阿斯麦涨3.06%。
消息面上，此前摩根士丹利大幅上调晶圆厂设备（WFE）市场预期，将2027年WFE预测从1910亿美元上调至2020亿美元，2028年从2150亿美元升至2270亿美元，并指出Onto Innovation存在因2027年盈利被低估而带来的"显著上行空间"，给予增持评级及371美元目标价。板块前一交易日普遍回调后，市场情绪修复带动集体反弹。
（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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