半导体设备制造商拉姆研究(LRCX)24日盘前大涨6.89%,主要受到公司公布的上一财季业绩超预期、以及人工智能芯片需求强劲增长预期的提振。
根据公司公布的财报,上一财季营收为41.7亿美元,远高于分析师预期的40.6亿美元;调整后每股收益为0.86美元,也超过了分析师预期的0.81美元。优异的业绩显示出公司在半导体设备制造领域的领先地位和竞争力。
更值得投资者看好的是,拉姆研究对本财季业绩表现出乐观看涨态度。公司预计本财季营收将达40亿至46亿美元,中值43亿美元,高于分析师预期的42.2亿美元。这一强劲增长预期源自人工智能芯片对算力需求暴涨,各大芯片代工厂积极扩大相关产品的产能。作为主要的晶圆制造设备供应商之一,拉姆研究将直接受益于这一轮人工智能热潮。
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