科磊（KLAC）今日夜盘股价大涨5.87%，引起了市场的广泛关注。
消息面上，此次上涨主要受半导体设备板块整体超跌修复行情带动。此前，因Meta计划出售闲置AI算力引发市场对硬件需求放缓的担忧，叠加上半年累计涨幅巨大、获利盘集中兑现，科磊股价曾经历大幅回调。经过连续调整后，板块技术性反弹需求得到释放，包括拉姆研究、应用材料在内的同板块个股也普遍上涨，显示设备股集体企稳回升。
多家机构分析认为，本轮回调属于高位情绪下的估值消化，而人工智能（AI）驱动的半导体行业上行周期的核心逻辑并未被证伪，市场信心有所恢复，从而推动了此次反弹。
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