6月29日，MKS仪器盘中上涨5.32%，报409.3美元/股，成交额2.64亿美元。消息面上，半导体设备板块集体走强，应用材料涨10.87%、科磊涨9.01%、拉姆研究涨8.14%、泰瑞达涨4.63%、阿斯麦涨2.84%，板块联动效应显著。该股前一交易日随板块回调跌逾5%，本次反弹修复明显。基本面上，公司一季度营收同比增长15.2%至10.8亿美元，调整后每股收益超预期12.75%，二季度指引中值较市场预期高出约22%，叠加近期广州产能扩建及马来西亚超级中心工厂投产，产能持续扩充为股价提供支撑。
（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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