金吾财讯 | 半导体板块盘初走强，截至发稿，泛林集团（LRCX）涨4.91%，应用材料（AMAT）涨4.63%，阿斯麦（ASML）涨3.83%，迈威尔科技（MRVL）涨3.07%，美光科技（MU）涨2.67%，美国超微公司（AMD）涨2.44%，英伟达（NVDA）涨2.18%，德州仪器（TXN）涨2.16%，亚德诺（ADI）涨2.10%，台积电（TSM）涨1.80%，英特尔（INTC）涨1.69%，恩智浦（NXPI）涨1.04%。
消息面上，SEMI在最新发布的《全球半导体设备市场报告》中宣布，2026年第二季度全球半导体设备出货金额同比增长23%，达到405.3亿美元，环比增长11%。这一结果标志着连续第二个创纪录的季度，反映出支持AI投资势头以及全球AI计算基础设施建设所需的技术和产能解决方案需求正在加速增长。
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