7月6日，拉姆研究夜盘上涨5.96%，报368.72美元/股，成交额18.62万美元。此前受Meta出售富余算力引发算力过剩担忧，叠加扎克伯格坦承AI智能体开发进展不及预期，费城半导体指数连续两日累计暴跌11%，拉姆研究两日累跌超15%，股价从391美元附近急挫至351美元。
本次反弹系板块整体超跌修复，同板块应用材料涨4.1%、科磊涨3.63%、阿斯麦涨1.97%。基本面上，多家投行此前密集上调目标价，美银证券480美元、Susquehanna 475美元、富国银行及花旗均为450美元，当前股价较目标价中枢仍有逾20%上行空间。分析人士指出，真正的关注点在于大厂是否下调AI资本开支，若Capex不降，此轮回调更多属于情绪性获利了结而非基本面逆转。
（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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