异动解读|拉姆研究夜盘上涨3.19%,季度财报全面超预期叠加下季指引大幅高于市场预期

行情直击
Jul 31

7月31日,拉姆研究夜盘上涨3.19%,报307.23美元/股,成交额91.61万美元。此前公司盘中已大涨逾23%,夜盘延续强势。

消息面上,公司发布的季度财报业绩全面超预期。调整后每股收益1.82美元,超出市场预期的1.68美元约8.3%,同比增长36.8%;营收67.22亿美元,高于预期的66.65亿美元,均创历史新高。毛利率从49.8%提升至51.7%,营业利润率从35.0%提升至37.4%。更为关键的是,下季指引远超预期,预计营收77亿至85亿美元,大幅高于分析师预期的71.1亿美元;预计每股收益2.00至2.30美元,显著超出市场预期的1.84美元。多家投行维持买入评级并调整目标价,市场情绪持续高涨。

(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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