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拉姆研究

298.22

+0.21000.07%

盤後：299.200.9800+0.33%19:59 EDT

成交量：936.79萬

成交額：28.01億

市值：3,724.08億

市盈率：51.77

高：303.69

開：303.45

低：294.54

收：298.01

52周最高：438.50

52周最低：115.88

股本：12.49億

流通股本：12.49億

量比：1.15

換手率：0.75%

股息：1.04

股息率：0.35%

每股收益(TTM):5.76

每股收益(LYR):5.76

淨資產收益率：65.07%

總資產收益率：22.84%

市淨率：29.86

市盈率(LYR):51.77

資料載入中...

總覽公司新聞公告

異動解讀 | 伯恩斯坦上調目標價疊加行業利好，拉姆研究盤中大漲5.11%

拉姆研究(LRCX)股票5月20日盤中上漲3.16%：關鍵驅動因素揭曉

TradingKey中文

半導體股盤初強勢上行 Cerebras Systems(CBRS)漲7.56%

異動解讀｜拉姆研究盤中上漲3.03%，半導體設備板塊回暖疊加前期超跌反彈

異動解讀｜拉姆研究盤前上漲3.34%，半導體設備板塊回暖疊加前期超跌反彈

Lam Research在奧地利開設實驗室，以推動芯片封裝技術發展並降低成本

Hazeltree稱，上月對沖基金青睞科技類領軍企業

異動解讀 | 半導體設備板塊全線走弱疊加股東減持壓力，拉姆研究盤中大跌5.02%

拉姆研究(LRCX)股票5月19日盤中下跌3.13%：背後推手曝光

TradingKey中文

熱門話題-摩根士丹利因估值擔憂將應用材料評級下調至「中性」

阿布扎比主權基金大幅減持西維斯健康股份，持股量驟降逾六成

費城半導體指數震盪英特爾(INTC)跌4.89%、美光科技(MU)跌4.28%

拉姆研究(LRCX)股票5月15日盤中下跌6.28%：關鍵驅動因素揭曉

TradingKey中文

異動解讀 | 拉姆研究盤中大跌5.06%，重要股東擬售股疊加半導體設備板塊全線承壓

拉姆研究(LRCX)股票5月7日盤中下跌3.60%：真相來了

TradingKey中文

異動解讀 | 拉姆研究盤中大漲7.22%，獲投行首次買入評級疊加財報創歷史新高及板塊共振

拉姆研究(LRCX)股票5月5日開盤上漲4.00%：關鍵驅動因素揭曉

TradingKey中文

美國研究綜述-應用材料公司、Axsome Therapeutics、安森美半導體

KLA Corp 預計受人工智能相關需求推動，本季度營收將表現強勁

獨家：美國下令多家芯片設備公司暫停向華虹公司兩座工廠發貨

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驱动，半导体设备需求保持强劲。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261915678-market-movers-lrcx-20260520","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2023250504.SGD","LRCX","LU2089985449.USD","LU0187121727.USD","LU1992135472.HKD","LU1244550494.USD","LU1244550577.SGD","IE00B4JS1V06.HKD","LU0719512351.SGD","LU1548497426.USD","LU1823568750.SGD","BK4551","LU2023250843.SGD","IE00B775H168.HKD","LU0082616367.USD","LU2242649171.HKD","LU0061474960.USD","BK4567","LU1917777945.USD","LU2250418816.HKD","IE0005OL40V9.USD","LU2322448791.USD","LU0251132253.USD","LU0957808578.USD","LU1642822529.SGD","BK4588","LU2106854487.HKD","LU0056508442.USD","LU1815336760.USD","BK4533","LU0348723411.USD","BK4147","LU2473716301.USD","LU1046421795.USD","LU1235294995.USD","LU1069347547.HKD","LU1670628061.USD","LRCU","LU0097036916.USD","IE00BJJMRY28.SGD","LU0157215616.USD","LU0476273544.USD","LU0823434583.USD","LU1670627923.USD","LU1992135399.USD","IE00BN29S564.USD","IE00B5949003.HKD","IE00BFSS8Q28.SGD","IE0009356076.USD","LU2244417387.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636823937","title":"半導體股盤初強勢上行 Cerebras Systems(CBRS)漲7.56%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636823937","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636823937?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 22:08","pubTimestamp":1779286080,"startTime":"0","endTime":"0","summary":"金吾财讯 | 半导体股盘初强势上行，Cerebras Systems 涨7.56%，迈威尔科技涨7.65%，美国超微公司涨5.16%、阿斯麦涨2.64%、应用材料涨2.73%，泛林集团涨3.58%。他表示，芯片市场的供应链中可能会出现一些间歇性的瓶颈，预计到2030年，其市场规模可能达到1.5万亿美元。除此之外，英伟达Q1财报将于盘后重磅来袭，市场乐观情绪带动半导体板块整体上涨，费城半导体指数涨超3%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300670","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","LU2322448957.HKD","BK4612","LU0082616367.USD","LU1064131342.USD","LU1803068979.SGD","LU1861559042.SGD","LU2764263203.CNY","LU2272731865.HKD","LU1852331112.SGD","LU1880398471.USD","BK4535","LU0174119429.USD","LU0979878070.USD","AMD","LU1303367103.USD","LU1261432733.SGD","LU2355687059.USD","MRVU","LU1046421795.USD","LU0097036916.USD","LU2543165471.USD","BK4588","LU2357305700.SGD","LU1235294995.USD","AMDW","BK4554","IE0004445239.USD","LU1169590202.USD","LU0859254822.USD","BK4141","BK4529","LINT","LU1815336760.USD","BK4573","LU1861215975.USD","LU0957808578.USD","SG9999000418.SGD","LU1951200564.SGD","LU0109392836.USD","LU0390134368.USD","BK4579","LU2860962120.EUR","BK4575","LU0719512351.SGD","LU0187121727.USD","LU2063271972.USD","LU0476273544.USD","AMDS","LU0127658192.USD","LU0889565833.HKD","LU1720051017.SGD","LU1084165304.USD","AMDU","LU1923623000.USD","MVLL","LU0081259029.USD","AMDY","BK4566","LU1823568750.SGD","LU1861220033.SGD","BK4543","LU2360106780.USD","LRCX","LU2272731782.SGD","LU1169589451.USD","BK4527","LU1119994496.HKD","LU0444973449.USD","LU0061475181.USD","LU1989764748.USD","LU2098885051.SGD","LU2473716301.USD","IE00BMPRXR70.SGD","IE00B5949003.HKD","LU1548497426.USD","LU1992135472.HKD","03165","AMAT","LU1720051108.HKD","LU2458330169.SGD","AMYY","DAMD","AMUU","LU1242518857.USD","LU0251132253.USD","BK4581","BK4515","LU2360107168.USD","LU2322448791.USD","IE00BLSP4239.USD","LU2357627491.SGD","IE00BLSP4452.SGD","SG9999001424.SGD","AMDL","LU2054465674.USD","LU0345774391.USD","LU1734074674.USD","BK4602","BK4534","LU1316542783.SGD","BK4533","BK4614","LU0274383776.USD","LU1642822529.SGD","LU2244417387.USD","LU0321505439.SGD","LU2458330243.SGD","LU0823421333.USD","ASMU","LU1861558580.USD","LU1951198990.SGD","LU0786609619.USD","LU2931357623.SGD","LU0345774631.USD","LU1992135399.USD","LU2264538146.SGD","LU0642271901.SGD","LU0823434740.USD","LU2242649171.HKD","IE00BMPRXN33.USD","CBRS","MRVL","BK4604","AMDD","LU0823434583.USD","INTW","LU1880398554.USD","LU1988902786.USD","LU2764262908.HKD","04336","IE00BN8TJ469.HKD","BK4550","IE0009356076.USD","LU0056508442.USD","BK4605","SOX","LU0048584097.USD","LU1989764664.SGD","LU2148611432.USD","LU0198837287.USD","ASMH","LU0154236417.USD","BK4512","BK4532","LU0823421416.USD","LU2250418816.HKD","ASMG","IE000M9KFDE8.USD","LU0444971666.USD","LU2290526834.HKD","LU1242518931.SGD","IE00BD6J9T35.USD","LU2462591350.SGD","LU2720916845.USD","LU2272731600.USD","NVDA","LU2764263039.SGD","AMDG","BK4147","LU2089985449.USD","ASML","IE00BBT3K403.USD","LU0321505868.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113072217","title":"異動解讀｜拉姆研究盤中上漲3.03%，半導體設備板塊回暖疊加前期超跌反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1113072217","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113072217?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 21:41","pubTimestamp":1779284500,"startTime":"0","endTime":"0","summary":"5月20日，拉姆研究盘中上涨3.03%，报282.54美元/股，成交额1.54亿美元。消息面上，半导体设备板块整体回暖，应用材料涨3.02%，阿斯麦涨2.92%，科磊涨2.48%，板块联动带动个股走强。此前拉姆研究连续承压，5月19日盘中一度下跌超5%，短期超跌后技术性反弹需求较强。基本面方面，摩根士丹利此前将拉姆研究评级上调至跑赢大盘，目标价上调至331美元，B. Riley目标价维持375美元，当前股价较机构目标价仍有较大上行空间，为反弹提供支撑。（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。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172654850","title":"異動解讀｜拉姆研究盤前上漲3.34%，半導體設備板塊回暖疊加前期超跌反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1172654850","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172654850?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 20:35","pubTimestamp":1779280525,"startTime":"0","endTime":"0","summary":"5月20日，拉姆研究盘前上涨3.34%，报280.64美元/股，成交额558.12万美元。此前拉姆研究连续承压，5月19日盘中一度下跌超5%，短期超跌后技术性反弹需求较强。基本面方面，摩根士丹利此前将拉姆研究评级上调至跑赢大盘，目标价上调至331美元，B. Riley目标价维持375美元，当前股价较机构目标价仍有较大上行空间，为反弹提供支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636443628","title":"Lam Research在奧地利開設實驗室，以推動芯片封裝技術發展並降低成本","url":"https://stock-news.laohu8.com/highlight/detail?id=2636443628","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636443628?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 20:00","pubTimestamp":1779278435,"startTime":"0","endTime":"0","summary":"Lam Research在奥地利开设实验室，以推动芯片封装技术发展并降低成本路透5月20日 - 兰瑞科技已在奥地利萨尔茨堡开设了一家研发实验室，旨在推进一项有望提高芯片密度并降低成本的芯片封装技术，该公司正寻求借势人工智能领域对处理器需求的激增。Lam Research的客户包括三星电子以及全球领先的芯片代工制造商台积电。该公司表示，新研发基地依托了 Semsysco GmbH 的专业技术，这是一家成立于 2012 年的萨尔茨堡芯片设备公司，于 2022 年被 Lam Research 收购。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260520:nL4T41X137:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2089985449.USD","LU1153585028.USD","LU2272731782.SGD","LU2244417387.USD","LU1815336760.USD","BK4516","LU2477742899.HKD","AMAT","LU0158827948.USD","LU0096364046.USD","SG9999001424.SGD","LU0957808578.USD","LU2413666699.HKD","LU0868494708.USD","LU0390134368.USD","IE00BQXX3F31.USD","LRCX","LU0187121727.USD","LU2357305700.SGD","LU1951198990.SGD","LU0942090050.USD","BK4519","LU2023250504.SGD","LU0957791311.USD","BK4567","LU0354030438.USD","LU1803068979.SGD","LU1003077747.HKD","LU1868836591.USD","LRCU","LU2458330169.SGD","LU1035775433.USD","LU0889565833.HKD","LU0417517546.SGD","LU2458330243.SGD","LU1868837136.USD","IE00BJJMRY28.SGD","LU2106854487.HKD","LU1642822529.SGD","LU1596574779.USD","LU0251132253.USD","LU1868837300.USD","IE00B7KXQ091.USD","IE00BN29S564.USD","KLAC","LU1046421795.USD","IE00BSNM7G36.USD","KLAG","LU2089283258.USD","LU1069347547.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636811008","title":"Hazeltree稱，上月對沖基金青睞科技類領軍企業","url":"https://stock-news.laohu8.com/highlight/detail?id=2636811008","media":"路透中文","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636811008?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 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据数据平台Hazeltree周三发布的报告显示，在标普500指数当月飙升逾10%之际，对冲基金在4月份继续持有基本面强劲的公司股票，尤其是科技股和半导体股。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260520:nL4T41X0PG:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SGXZ81514606.USD","IE00BN29S564.USD","LU2023250330.USD","LU2023251221.USD","IE00BFXG0V08.USD","IE00BWXC8680.SGD","LU1815336760.USD","IE0034235303.USD","AMZN","LU1978683503.SGD","LU2746668974.SGD","LU2362540622.SGD","LU1815333072.USD","BK4535","IE00BQXX3D17.EUR","LU0943347566.SGD","BK4575","LU0494093205.USD","LU1732800096.USD","LU2506951792.HKD","NVDX","LU1435385759.SGD","NVDA","IE00B3PB1722.GBP","LU2357305700.SGD","BK4529","LU1145028129.USD","LU2236285917.USD","USAW.SI","LU2237438978.USD","NVIW.SI","LU2361044865.SGD","SG9999004303.SGD","LU2462591350.SGD","METD","LU0553294199.USD","IE0002270589.USD","LU2125909593.SGD","IE000YTNTUN2.SGD","LU0719512351.SGD","BK4608","LU0345769631.USD","BK4532","LU0823421416.USD","SG9999014542.SGD","LU2290526834.HKD","LU0784385840.USD","LU0511384066.AUD","LU1037948541.HKD","LU1267930573.SGD","LU1564329032.USD","LU1861127337.USD","LU2322448957.HKD","LU0143551892.USD","LU0964807845.USD","LU1721428933.USD","LU2347655156.SGD","LU1003077747.HKD","LU2092627202.USD","LU2360107325.USD","HK0000304797.USD","LU0823421333.USD","LU1066051811.HKD","LU1934455277.USD","LU2756315318.SGD","ANV","LU1670711040.USD","GB00B4QBRK32.GBP","LU2250418816.HKD","LU0823414478.USD","LU2097344357.USD","LU2362541513.USD","LU2361044949.HKD","IE00BMPRXN33.USD","LU2213496289.HKD","IE00B5949003.HKD","LU2543165471.USD","LU0738911758.USD","HK0000532082.HKD","IE00B19Z8X17.USD","BK4515","LU2896262040.SGD","LU0320765646.SGD","LU1116320737.USD","NVDB","SG9999015945.SGD","IE000ITXATA3.USD","LU2092937221.SGD","LU0345774391.USD","BK4141","LU2552382132.HKD","SGXZ51526630.SGD","SGXZ99366536.SGD","IE0004445015.USD","LU0314104364.USD","LU0203201768.USD","LU2237957811.SGD","NVYY","LU0107464264.USD","LU1718418525.SGD","LU0130102774.USD","BK4612","LU0162691827.USD","LU1914381329.SGD","LU0006306889.USD","LU0316494557.USD","LU1804176565.USD","LU2087625088.SGD","LU2355687059.USD","LU2092937148.SGD","LU1201861165.SGD","NVD","LU2272731865.HKD","LU1551013425.SGD","LU2403377893.USD","IE00B4JS1V06.HKD","LU0957808578.USD","LU2317271919.USD","LU2505996509.AUD","LU2242650005.HKD","LU1917777945.USD","LU2023250504.SGD","LU0130103400.USD","LU0433182093.SGD","BK4604","LU0265550359.USD","IE0004086264.USD","LU2764263203.CNY","LU0308772762.SGD","LU2413666699.HKD","LU1564329628.SGD","IE00BBT3K403.USD","LRCU","NVDY","LU0312595415.SGD","LU0552385451.USD","LU0823434740.USD","LU1674673691.USD","LU1564329115.USD","LU0348723411.USD","SGXZ31699556.SGD","LU1551013342.USD","LU1670711123.USD","LU1670710588.SGD","LU1923622614.USD","LU2756315664.SGD","LU0096362180.USD","IE00BDGV0183.EUR","BK4579","LU1691799644.USD","LU0957791311.USD","HK0000304805.HKD","LU0353189763.USD","IE00BFSS8Q28.SGD","BK4605","LU1934455863.HKD","LU1983260115.SGD","NVDS","IE00B3M56506.USD","LU2294711713.HKD","LU0211328371.USD","IE00BYXW3230.USD","IE00BDRTCR15.USD","LU3102509885.SGD","LU1084165304.USD","LU0238689110.USD","IE00BKPKM429.USD","BK4596","LU0097036916.USD","IE00BJJMRX11.SGD","LU0170899867.USD","IE0004091025.USD","IE00BZ9MQY76.HKD","LU1880398554.USD","LU2381873111.SGD","LU0949170426.SGD","NVDD","LU2430703095.HKD","BK4538","SG9999018865.SGD","LU1791710582.SGD","LU0724618433.USD","LU0048584097.USD","LU1035773651.USD","LU0672654240.SGD","SG9999014880.SGD","IE0009G5SDU7.USD","LU1069347547.HKD","LU0133085943.USD","SG9999015986.USD","IE00BSNM7G36.USD","LU2087621335.USD","LU2097344431.USD","METU","LU2125154778.USD","LU2458330169.SGD","BK4588","BK4567","LU0868494617.USD","IE00BQXX3F31.USD","LU1854104046.USD","IE00BJLML261.HKD","LU0648000940.SGD","LU0820562030.AUD","LU0072461881.USD","IE00B19Z8W00.USD","LU2168564495.EUR","LU1883839398.USD","IE00BMPRXR70.SGD","LU2746668461.USD","IE00BJJMRY28.SGD","LU1629891620.HKD","LU1571399168.USD","SG9999003800.SGD","SG9999002224.SGD","LU0053666078.USD","LU1069344957.HKD","LU1934455194.USD","LU1267930490.SGD","LU1642822529.SGD","LU0265550946.USD","IE0003U64NQ7.SGD","07388","LU0203202063.USD","LU1861219969.SGD","LU2473716301.USD","LU2505996681.GBP","BK4534","FBY","LU1116320901.HKD","LU0175139822.USD","IE0000B7K699.USD","LU2417539215.USD","LU0795875086.SGD","LU2471134879.HKD","IE00BQXX3C00.GBP","SG9999014898.SGD","LU2471134523.USD","ON","AVGG","LU0545039389.USD","IE00BYV24P56.USD","LU0266013472.USD","LU2111349929.HKD","LU0979878070.USD","LU0456855351.SGD","LU0965508806.USD","LU2552382215.SGD","LU1923623000.USD","LU0878866978.SGD","LU2237443465.HKD","LU0215105999.USD","LU0949170772.SGD"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| 半導體設備板塊全線走弱疊加股東減持壓力，拉姆研究盤中大跌5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136054457","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136054457?lang=zh_tw&edition=fundamental","pubTime":"2026-05-19 22:21","pubTimestamp":1779200485,"startTime":"0","endTime":"0","summary":"拉姆研究(LRCX)今日盘中大跌5.02%，引起了市场的广泛关注。消息面上，半导体设备板块今日全线走弱，形成板块联动回调，对个股股价形成拖累。此外，公司此前披露的144表格显示重要股东拟议出售证券，市场对减持抛压的担忧尚未完全消化，持续压制市场情绪。尽管有机构如摩根士丹利曾将拉姆研究评级上调至跑赢大盘，B. Riley也维持了较高的目标价，但短期的板块调整压力与股东减持信号共同作用，导致了股价的显著下跌。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636852126","title":"拉姆研究(LRCX)股票5月19日盤中下跌3.13%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2636852126","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636852126?lang=zh_tw&edition=fundamental","pubTime":"2026-05-19 22:17","pubTimestamp":1779200235,"startTime":"0","endTime":"0","summary":"• Lam Research股价因估值担忧及内部人士抛售而下跌。\n• 有关三星罢工的报道加剧了全行业的抛售并引发对供应链的担忧。\n• 地缘政治风险和美中芯片贸易政策是市场的潜在隐忧。","market":"sh","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261910790-market-movers-lrcx-20260519","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0004445015.USD","IE00BJJMRY28.SGD","LU0256863811.USD","LRCU","LU0096362180.USD","LU1244550221.USD","LU2250418816.HKD","LRCX","LU2931357623.SGD","LU1046421795.USD","LU1069347547.HKD","LU1917777945.USD","IE00BQXX3F31.USD","IE00BJJMRX11.SGD","LU2322448791.USD","IE0005OL40V9.USD","IE00BN29S564.USD","LU2242649171.HKD","LU1642822529.SGD","LU0061475181.USD","LU0256863902.USD","LU0417517546.SGD","LU1548497426.USD","IE00B775H168.HKD","LU1852331112.SGD","LU2244417387.USD","LU0823434740.USD","LU1235294995.USD","LU1670628061.USD","LU1670627923.USD","LU2272731865.HKD","IE00BSNM7G36.USD","LU1815336760.USD","LU0348723411.USD","LU2360106780.USD","LU2023250843.SGD","LU0056508442.USD","LU1244550494.USD","LU2106854487.HKD","LU0081259029.USD","LU2272731600.USD","LU0957791311.USD","BK4147","IE00B4JS1V06.HKD","LU0082616367.USD","LU0097036916.USD","BK4581","LU0444971666.USD","IE00BFSS7M15.SGD","LU0942090050.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636751410","title":"熱門話題-摩根士丹利因估值擔憂將應用材料評級下調至「中性」","url":"https://stock-news.laohu8.com/highlight/detail?id=2636751410","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636751410?lang=zh_tw&edition=fundamental","pubTime":"2026-05-18 20:49","pubTimestamp":1779108544,"startTime":"0","endTime":"0","summary":"由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260518:nL4T41V155:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1003077747.HKD","LU2125154778.USD","LU0256863811.USD","LU1035773651.USD","LU1165135440.EUR","LU2473716301.USD","SG9999002232.USD","LU1674673691.USD","LU1721428347.USD","BK4533","LU0011850046.USD","LRCU","LRCX","LU0289960550.SGD","LU2931357623.SGD","LU1235294995.USD","IE00BFXG1179.USD","LU0957791311.USD","LU1778281490.HKD","LU1815336760.USD","LU1244550221.USD","LU1721427968.SGD","LU1989763005.USD","LU1670628061.USD","LU0417517546.SGD","GB00BDT5M118.USD","IE00B1BXHZ80.USD","BK4588","LU0175139822.USD","AMAT","LU1674673428.USD","LU2357305700.SGD","LU0823434740.USD","LU0274383776.USD","LU2111349929.HKD","LU2322448791.USD","LU1069347547.HKD","LU0048584097.USD","LU0158827781.USD","LU1620156213.USD","KLAC","KLAG","BK4581","LU2272731600.USD","LU2413666699.HKD","LU2272731782.SGD","LU1543694498.USD","LU2028103732.USD","LU2413665964.HKD","LU0719512351.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1138036084","title":"阿布扎比主權基金大幅減持西維斯健康股份，持股量驟降逾六成","url":"https://stock-news.laohu8.com/highlight/detail?id=1138036084","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138036084?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 22:30","pubTimestamp":1778855441,"startTime":"0","endTime":"0","summary":"根据最新提交给美国证券交易委员会（SEC）的文件披露，阿布扎比主权财富基金穆巴达拉投资公司已大幅削减了其在西维斯健康的持股。此次减持幅度高达63.4%，使其持有的股份数量降至54,800股。\n这一变动标志着该主权基金对这家美国医疗保健巨头投资策略的显著调整。文件显示，经过此次操作，穆巴达拉投资公司对西维斯健康的持股比例已大幅降低。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE000F7OJYX1.SGD","IE000MB6IJN5.SGD","IE00BFSS7M15.SGD","LU0057025933.USD","LU1244550577.SGD","LU1989772923.USD","LU0417517546.SGD","LU0859254822.USD","LU1699723380.USD","LU0310799852.SGD","LU0472753341.HKD","LU0208291251.USD","LU0965509101.SGD","LU1267930573.SGD","LU1823568750.SGD","BK4551","ABBV","LU1718418525.SGD","LU0320765489.SGD","LU1244550221.USD","LU1366333091.USD","IE00B5949003.HKD","LU0868494708.USD","LU1974910355.USD","IE000WAW04H5.SGD","LU0820561818.USD","LU1815333072.USD","LU1551013342.USD","LU0072461881.USD","IE000SO60NU8.SGD","LU0708994859.HKD","LU1670627923.USD","IE00BFSS8Q28.SGD","LU0823434740.USD","LU2125909593.SGD","LU2087621335.USD","LU0689626769.HKD","LU2322448791.USD","IE00B42XCP33.USD","LU1046421795.USD","LU2272731865.HKD","LU2473716301.USD","LU2089985449.USD","LU0965509010.AUD","LU2023250843.SGD","LU1162221912.USD","LU2129689514.USD","BK4581","LU0198837287.USD","SG9999011175.SGD","BK4147","LU2237443895.HKD","IE00BGHQF631.EUR","LU0738911758.USD","LU0203345920.USD","LU0719512351.SGD","LU0823416689.USD","LU0943347566.SGD","LU0170899867.USD","LU0006061336.USD","LU1642822529.SGD","LU0070302665.USD","LU1551013425.SGD","LU0081259029.USD","LU0096362180.USD","LU2106854487.HKD","IE0002141913.USD","LU2089284900.SGD","LRCX","IE00BDGV0183.EUR","IE00BJT1NW94.SGD","LU0545039389.USD","LU1057294990.SGD","IE00BN29S564.USD","LU0320765646.SGD","LU0124676726.USD","LU1061106388.HKD","LU1069347547.HKD","LU0965509283.SGD","LU2129689431.USD","LU1430594728.SGD","BK4196","LU2357627491.SGD","IE00BLSP4452.SGD","LU0061474960.USD","LU0882574055.USD","BK4534","LU2250418816.HKD","LU1720051108.HKD","LU2347655156.SGD","IE000BZT7R73.USD","BK4550","BK4567","LU0795875169.SGD","LU2931357623.SGD","IE00BQXX3C00.GBP","LU1037948541.HKD","LU0048584097.USD","LU2023251221.USD","IE00B2B36J28.USD","LU0274383776.USD","LU0661504455.SGD","LU0211327993.USD","BK4504","LU1059921491.USD","LU1917777945.USD","IE00BVYPNW00.USD","LU1852331112.SGD","LU2272731600.USD","LU0432979614.USD","LU1989771016.USD","BK4588","IE00BQXX3F31.USD","BK4585","IE00B4JS1V06.HKD","IE0009355771.USD","IE0004445015.USD","LU0444971666.USD","LU0985320562.USD","LU1244550494.USD","IE00BJJMRX11.SGD","IE00BVYPNV92.GBP","LU0256863811.USD","LU1992135399.USD","BK4559","IE00B1BXHZ80.USD","IE00B19Z3B42.SGD","LU0098860793.USD","LU2133065610.SGD","LU2272731782.SGD","LU2237443465.HKD","LU0069063385.USD","LU0689472784.USD","BK4139","LU1496350171.SGD","LU0553294199.USD","LU2237443382.USD","LU1037948897.HKD","LU0158827948.USD","LU1496350502.SGD","LU0820561909.HKD","LU0082616367.USD","LU0289739343.SGD","IE00BLSP4239.USD","LU2357305700.SGD","LU1093756325.SGD","SG9999015978.USD","LU0128525929.USD","BK4533","LU0061475181.USD","LU0912757837.SGD","LU1023059063.AUD","LU1074936037.SGD","IE00BJJMRY28.SGD","IE00BSNM7G36.USD","LU0965508806.USD","IE0004445239.USD","LU0097036916.USD","LU1267930490.SGD","IE00BFTCPJ56.SGD","LU1992135472.HKD","LU1235294995.USD","LU0868494617.USD","LU1934455863.HKD","LU2322448957.HKD","LU0157215616.USD","IE00BJJMRZ35.SGD","LU0949170772.SGD","LU2433249047.HKD","LU0122379950.USD","LU0162691827.USD","SG9999015945.SGD","LU0056508442.USD","LU0211331839.USD","LU0289961442.SGD","LU0861579265.USD","LU1291159041.SGD","LU0942090050.USD","LU2129689605.HKD","LU0251132253.USD","LU1571399168.USD","IE0000B7K699.USD","LU0476273544.USD","LU1815336760.USD","LU0234572021.USD","LU0114720955.EUR","IE0002270589.USD","LU1732799900.SGD","LU2244417387.USD","LU0289739699.SGD","LU0187121727.USD","LU0823434583.USD","IE0009356076.USD","BK4543","LU1093756168.USD","LU1003077747.HKD","LU0058720904.USD","LU1989772840.SGD","LU1839511570.USD","SG9999001440.SGD","IE00B775H168.HKD","IE00B3PB1722.GBP","IE00BKVL7J92.USD","LU0957808578.USD","SG9999015952.SGD","IE00B7SZLL34.SGD","LU2237443978.SGD","LU0029864427.USD","LU1934455277.USD","LU2089984988.USD","SG9999015986.USD","IE00BZ1G4Q59.USD","LU0795875086.SGD","LU2112291526.USD","LU1923622614.USD","LU2468319806.SGD","CVS","IE00BBT3K403.USD","SG9999003800.SGD","LU1035773651.USD","LU0256863902.USD","LU0211328371.USD","LU0511384066.AUD","IE00B7KXQ091.USD","IE00BN8TJ469.HKD","LU1983299246.USD","IE0005OL40V9.USD","LU0348723411.USD","LU0310800379.SGD","LU2089283258.USD","LRCU","LU0456855351.SGD","LU0444973449.USD","LU1670628061.USD","LU1732800096.USD","IE00B19Z3581.USD","LU1585245621.USD","LU2125909247.SGD","LU2237443549.SGD","LU2237443622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英特爾(INTC)跌4.89%、美光科技(MU)跌4.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635033633","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635033633?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 22:23","pubTimestamp":1778855028,"startTime":"0","endTime":"0","summary":"金吾财讯 | 费城半导体指数震荡调整，盘初一度跌超4%，截至发稿，Arm Holdings 跌5.47%，英特尔跌4.89%，泛林集团跌4.76%，Coherent跌4.60%，美光科技跌4.28%，Credo Technology跌4.13%。消息面上，市场分析机构 Vital Knowledge 亚当·克里萨富利表示：“科技板块近几周涨势极不稳固，无论消息面如何，都极易引发获利回吐。”Truist 咨询服务首席投资官基思·勒纳周四表示：“市场广度行情已熄火。经济动能放缓在部分板块显现，但行情高度依赖科技权重，这也是大盘指数仍能维持强势的原因。”","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/YjZmMjQ4YmQ4ZjZmMDRlNTI1MzFkZTUxNzM2MjM3NjU3NDA0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjZmMjQ4YmQ4ZjZmMDRlNTI1MzFkZTUxNzM2MjM3NjU3NDA0.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300516","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0061474960.USD","LU0321505868.SGD","LU0157215616.USD","LU0203347892.USD","ARMU","MULL","LU1992135472.HKD","IE00BMPRXQ63.HKD","LU1046421795.USD","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU2054465674.USD","BK4585","COHX","LU0256863902.USD","BK4612","LU0719512351.SGD","SGXZ99366536.SGD","LU0048584097.USD","LU1861220033.SGD","LU2290526834.HKD","LU2543165471.USD","IE00B66KJ199.SGD","LU0823434740.USD","LU1670628061.USD","IE00BSNM7G36.USD","CRDU","LU1323610961.USD","LU2360106780.USD","LU2148611432.USD","MU","BK4566","LU0056508442.USD","IE0031619046.USD","LU2023250504.SGD","LU2106854487.HKD","LU2272731600.USD","IE0009354923.USD","LU2458330243.SGD","LU0082616367.USD","LU2471134796.USD","BK4157","IE00BFSS7M15.SGD","BK4527","LU0792757196.USD","LU0942090050.USD","BK4588","IE0004445015.USD","IE00BJJMRY28.SGD","LU0256863811.USD","LRCU","LU2471134952.CNY","LRCX","LU0823434583.USD","IE00BJJMRX11.SGD","LU0476273544.USD","LU2322448791.USD","IE0005OL40V9.USD","LU2750360641.GBP","LU2242649171.HKD","LU1720051108.HKD","IE00B19Z3581.USD","LU1861215975.USD","IE00B775H168.HKD","LU2286300806.USD","LU2471134879.HKD","LU1852331112.SGD","LU1235294995.USD","LU1670627923.USD","LU2272731865.HKD","LU1815336760.USD","LU0154236417.USD","BK4554","BK4605","BK4533","LU2023250843.SGD","LU0868494708.USD","LU2272731782.SGD","LU2473716301.USD","LU0957791311.USD","LU1823568750.SGD","LU1366333091.USD","BK4141","BK4581","LINT","BK4534","LU2250418816.HKD","SOX","INTW","BK4550","LU2931357623.SGD","LU0109392836.USD","IE000M9KFDE8.USD","LU0868494617.USD","LU1069347547.HKD","LU0251132253.USD","IE00BQXX3F31.USD","LU2322448957.HKD","LU1316542783.SGD","IE00BN29S564.USD","MUU","LU2357305700.SGD","LU1642822529.SGD","LU0061475181.USD","04335","BK4532","LU0274383776.USD","LU1035773651.USD","SGXZ51526630.SGD","LU2750360997.AUD","BK4609","IE00B7KXQ091.USD","INTC","LU2048586759.USD","BK4515","BK4512","ARMW","LU0957808578.USD","BK4529","MUD","GB00BDT5M118.USD","LU0081259029.USD","IE00B19Z4B17.USD","LU0642271901.SGD","LU1267930813.SGD","ARMG","LU2471134523.USD","LU2458330169.SGD","LU0444971666.USD","BK4567","LU1720051017.SGD","BK4579","IE00BMPRXN33.USD","LU0889565833.HKD","IE00B7SZL793.SGD","LU0096362180.USD","IE0009356076.USD","IE00B5949003.HKD","BK4543","LU0203345920.USD","IE00BQXX3C00.GBP","BK4535","COHR","LU1917777945.USD","IE0002270589.USD","IE00B1BXHZ80.USD","LU0444973449.USD","IE00BMPRXR70.SGD","CRDO","LU2089985449.USD","BK4575","LU1974910355.USD","LU0417517546.SGD","LU1548497426.USD","BK4553","IE00BQXX3D17.EUR","LU1815333072.USD","BK4602","LU1992135399.USD","LU2244417387.USD","ARM","LU0348723411.USD","BK4551","LU1803068979.SGD","LU2360107168.USD","LU0053671581.USD","LU0889566641.SGD","LU0127658192.USD","LU0187121727.USD","BK4147","IE00B4JS1V06.HKD","LU0097036916.USD","BK4148","IE00BFSS8Q28.SGD","LU0321505439.SGD","SGXZ81514606.USD","LU2211815571.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635203873","title":"拉姆研究(LRCX)股票5月15日盤中下跌6.28%：關鍵驅動因素揭曉","url":"https://stock-news.laohu8.com/highlight/detail?id=2635203873","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635203873?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 22:16","pubTimestamp":1778854564,"startTime":"0","endTime":"0","summary":"• 半导体板块回调影响 Lam Research 股价。\n• 三星罢工担忧可能扰乱芯片供应链。\n• 机构投资者和内部人士减持了 Lam Research 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| 拉姆研究盤中大跌5.06%，重要股東擬售股疊加半導體設備板塊全線承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1131704217","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131704217?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 21:58","pubTimestamp":1778853482,"startTime":"0","endTime":"0","summary":"拉姆研究（股票代码：LRCX）今日盘中出现大跌，跌幅达5.06%，引起了市场关注。消息面上，公司此前披露了144表格，显示重要股东拟议出售证券，此举引发了市场对于潜在减持抛压的担忧。与此同时，整个半导体设备板块在交易时段内表现疲软，板块联动回调进一步加剧了该股的跌幅。近期，尽管有机构上调了拉姆研究的目标价，但短期内股东减持的信号与行业板块的整体调整共同对股价构成了显著压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633124427","title":"拉姆研究(LRCX)股票5月7日盤中下跌3.60%：真相來了","url":"https://stock-news.laohu8.com/highlight/detail?id=2633124427","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633124427?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 00:17","pubTimestamp":1778170675,"startTime":"0","endTime":"0","summary":"• 泛林集团 (Lam Research) 股价在前期录得强劲涨幅及发布利好财报后出现回落。\n• AI 需求推动半导体设备行业增长，并提振了分析师的乐观预期。\n• 估值担忧、宏观因素以及出口管制正影响股价表现。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261869743-market-movers-lrcx-20260507","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BFSS7M15.SGD","LU0719512351.SGD","IE00BN29S564.USD","IE00BJJMRY28.SGD","LU0097036916.USD","IE00BJJMRX11.SGD","LU1670628061.USD","LU2272731600.USD","IE00B1BXHZ80.USD","LU2272731782.SGD","LU1720051108.HKD","LU0417517546.SGD","LU1235294995.USD","LU2360106780.USD","LRCU","LU0256863902.USD","LU2322448957.HKD","LU0444973449.USD","LU1046421795.USD","IE00B775H168.HKD","LU0082616367.USD","LU2473716301.USD","LU0081259029.USD","LU1992135399.USD","LRCX","LU1720051017.SGD","LU0048584097.USD","LU1035773651.USD","LU0348723411.USD","LU2023250843.SGD","LU0274383776.USD","LU1069347547.HKD","LU1974910355.USD","LU1992135472.HKD","LU0868494708.USD","LU2106854487.HKD","LU1366333091.USD","LU1548497426.USD","LU0256863811.USD","LU0061474960.USD","LU0957791311.USD","LU1823568750.SGD","LU0868494617.USD","IE00B4JS1V06.HKD","IE00BFSS8Q28.SGD","IE00BQXX3F31.USD","LU0476273544.USD","IE0009356076.USD","LU1917777945.USD","BK4581"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1178217737","title":"異動解讀 | 拉姆研究盤中大漲7.22%，獲投行首次買入評級疊加財報創歷史新高及板塊共振","url":"https://stock-news.laohu8.com/highlight/detail?id=1178217737","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178217737?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 23:56","pubTimestamp":1778082997,"startTime":"0","endTime":"0","summary":"拉姆研究今日盘中大涨7.22%，引起了市场的广泛关注。消息面上，Seaport Global近日首次覆盖拉姆研究，给予买入评级并设定300美元目标价。此外，公司此前公布的财季业绩创历史新高，强劲的盈利动能持续提振市场情绪。板块层面，半导体设备行业整体走强，行业景气度共振进一步助推个股表现。据市场数据，该股当前分析师平均评级为超配，均值目标价为314.31美元。板块内，阿斯麦、应用材料、科磊等同行公司亦普遍上涨，显示出行业整体的积极势头。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633946930","title":"拉姆研究(LRCX)股票5月5日開盤上漲4.00%：關鍵驅動因素揭曉","url":"https://stock-news.laohu8.com/highlight/detail?id=2633946930","media":"TradingKey中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633946930?lang=zh_tw&edition=fundamental","pubTime":"2026-05-05 21:49","pubTimestamp":1777988958,"startTime":"0","endTime":"0","summary":"• Lam Research (LRCX) 股价受强劲财报和业绩指引推动而上涨。\n• 分析师的上调评级和目标价调升提振了 LRCX 股价。\n• 人工智能需求利好关键半导体设备供应商 Lam Research。","market":"sh","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261857308-market-movers-lrcx-20260505","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","LRCU","IE0009356076.USD","LU0157215616.USD","LRCX","IE00B5949003.HKD","BK4543","LU2931357623.SGD","LU0823434583.USD","IE00BQXX3C00.GBP","LU1069347547.HKD","LU0251132253.USD","LU1917777945.USD","IE00BJJMRX11.SGD","IE0005OL40V9.USD","IE00B1BXHZ80.USD","LU2242649171.HKD","LU2089985449.USD","LU2357305700.SGD","BK4585","LU0061475181.USD","LU1974910355.USD","LU0417517546.SGD","LU0719512351.SGD","LU1815333072.USD","LU1035773651.USD","IE00B775H168.HKD","LU0048584097.USD","LU1852331112.SGD","LU1235294995.USD","IE00B7KXQ091.USD","LU1670627923.USD","LU2272731865.HKD","IE00BSNM7G36.USD","LU1815336760.USD","LU0348723411.USD","LU2360106780.USD","BK4533","LU2023250843.SGD","LU0056508442.USD","LU2272731782.SGD","LU2106854487.HKD","LU2473716301.USD","LU0187121727.USD","LU1366333091.USD","BK4147","IE00B4JS1V06.HKD","LU0082616367.USD","BK4567","LU0942090050.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633992020","title":"美國研究綜述-應用材料公司、Axsome Therapeutics、安森美半導體","url":"https://stock-news.laohu8.com/highlight/detail?id=2633992020","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633992020?lang=zh_tw&edition=fundamental","pubTime":"2026-05-05 15:08","pubTimestamp":1777964887,"startTime":"0","endTime":"0","summary":"美国研究综述-应用材料公司、Axsome Therapeutics、安森美半导体路透5月5日 - 周二，华尔街证券分析师修订了多家美国上市公司的评级和目标股价，其中包括应用材料公司、Axsome Therapeutics和安森美半导体。股票按字母顺序排列。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260505:nL4T41I0FA:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PINS","RYAN","LSCC","ON","RBA","GPI","INSP","GBTG","CBRE","SEER","TWST","BR","PLTR","CNO","AEIS","AMAT","THC","VRTX","APD","MZTI","TVTX","DDOG","CRWV","NCLH","TSN","DUOL","ACMR","ARE","CLYM","COIN","CHD","KNSL","H","FLGT","SGMT","NOW","SAH","CVX","AXSM","SLG","WGS","DT","EVER","HUBB","ICHR","RBLX","VVX","LRCX","ESPR","CRCL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631755529","title":"KLA Corp 預計受人工智能相關需求推動，本季度營收將表現強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=2631755529","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631755529?lang=zh_tw&edition=fundamental","pubTime":"2026-04-30 04:39","pubTimestamp":1777495156,"startTime":"0","endTime":"0","summary":"路透4月29日 - KLA Corp KLAC.O 周四预测季度营收将超出预期，这得益于其芯片制造设备需求强劲，因为半导体制造商正加紧生产用于人工智能的高端处理器。该公司还预测该季度经调整后每股收益为9.87美元，上下浮动1.00美元。KLA第三季度营收达34.2亿美元，超出33.7亿美元的预期。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260429:nL4S41C2SP:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BQXX3C00.GBP","KLAG","LU1721428933.USD","BK4533","LU0957791311.USD","KLAC","IE00B775H168.HKD","LU2413666004.HKD","LU0444971666.USD","BK4147","LU1670627923.USD","LU0348723411.USD","IE00BSNM7G36.USD","IE0008368304.USD","LU1069347547.HKD","LU1720051017.SGD","LU1815333072.USD","LU2244417387.USD","LU2357305700.SGD","IE0009356076.USD","LU2413666699.HKD","IE00BQXX3F31.USD","LU1951200564.SGD","LU1861215975.USD","LU2125154778.USD","LRCX","LU2360107168.USD","LU2290526834.HKD","LU2125154935.USD","IE0005OL40V9.USD","LU2413665964.HKD","LU1670628061.USD","LU2023250843.SGD","BK4519","LU1923623000.USD","LU2506952337.HKD","LU0823434583.USD","LU0476273544.USD","LU2506952410.USD","LU1642822529.SGD","LU2477742899.HKD","LU0868494617.USD","LRCU","LU1035773651.USD","IE00B1BXHZ80.USD","LU0417517546.SGD","IE00BJJMRX11.SGD","LU1620156213.USD","LU0170899867.USD","LU2931357623.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141502116","title":"獨家：美國下令多家芯片設備公司暫停向華虹公司兩座工廠發貨","url":"https://stock-news.laohu8.com/highlight/detail?id=1141502116","media":"美股速递","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141502116?lang=zh_tw&edition=fundamental","pubTime":"2026-04-29 00:51","pubTimestamp":1777395077,"startTime":"0","endTime":"0","summary":"据知情人士透露，美国政府已要求多家半导体设备制造商暂停向中国第二大芯片制造商华虹公司的两座生产设施供应设备。此次限制涉及华虹公司位于上海的两座关键晶圆厂。作为中国领先的芯片制造企业，华虹公司主要生产用于汽车、工业控制等领域的特色工艺半导体。行业观察人士指出，此举可能影响华虹公司的产能扩张计划。芯片设备厂商们正评估这一指令对其业务的具体影响，同时寻求与监管机构进行进一步沟通。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0081259029.USD","LU0553294199.USD","LU1003077747.HKD","LU2125154778.USD","LU1165135440.EUR","LU2089985449.USD","SG9999002232.USD","LU0347712357.USD","BK0214","LU2237438978.USD","LU2244417387.USD","BK4516","IE0004445015.USD","IE0005OL40V9.USD","LU0444973449.USD","LRCU","IE00BQXX3F31.USD","IE00BN29S564.USD","LU2250418816.HKD","LU2360032135.SGD","LU1815336760.USD","BK4147","GB00BDT5M118.USD","LU1951198990.SGD","LU1674673428.USD","LU0942090050.USD","LU1815333072.USD","LU2125154935.USD","LU1868837300.USD","LU1823568750.SGD","LU0079474960.USD","LU0949170772.SGD","LU0048584097.USD","IE00B775H168.HKD","LU0158827781.USD","LU1620156213.USD","IE00B7KXQ091.USD","LU0096362180.USD","LU0109392836.USD","LU0719512351.SGD","BK4543","LU2028103732.USD","LU2413666426.HKD","IE00BFSS7M15.SGD","LU1674673691.USD","LU0056508442.USD","LU1721428347.USD","BK4533","LU0889565833.HKD","LU0314104364.USD","LU2360107168.USD","LU2506952410.USD","LU1596574779.USD","LU1923623000.USD","LU2290526834.HKD","LU1267930813.SGD","LU0170899867.USD","BK4518","BK4567","LU0289960550.SGD","LU2458330169.SGD","LU2931357623.SGD","LU1720051017.SGD","LU0082616367.USD","LU0187121727.USD","LU0957791311.USD","LU0868494617.USD","LU1548497426.USD","LU2360106780.USD","BK4551","LU1642822529.SGD","BK4519","LU0417517546.SGD","LU2106854487.HKD","LU0444971666.USD","LU2089283258.USD","AMAT","LU2023250504.SGD","LU0348723411.USD","LU1868836591.USD","LU2357305700.SGD","IE00BSNM7G36.USD","LU0823434740.USD","LU0274383776.USD","LU0823434583.USD","LU2111349929.HKD","LU2477742899.HKD","LU1868836914.USD","SGXZ81163826.USD","LU1069347547.HKD","LU2413666004.HKD","KLAC","KLAG","LU1861220033.SGD","LU2506952337.HKD","LU1543694498.USD","LU1035775433.USD","LU0889566641.SGD","IE00BJJMRX11.SGD","LU0251132253.USD","IE0008368304.USD","LU1035773651.USD","LU0096364046.USD","688347","LU0011850046.USD","LU0354030438.USD","LU0354030511.USD","LU0868494708.USD","LU1803068979.SGD","IE00B5949003.HKD","LU0256863902.USD","LU1778281490.HKD","LU0238689110.USD","LU0545039389.USD","LU2271345857.HKD","LU1069344957.HKD","LU1951200564.SGD","LU1861215975.USD","SG9999002224.SGD","LU0157215616.USD","BK4534","BK4585","LU2242649171.HKD","LU1721428933.USD","BK4581","LU0792757196.USD","LU1720051108.HKD","IE00B4JS1V06.HKD","LU1974910355.USD","LU0661504455.SGD","LU1989773731.SGD","LU0256863811.USD","LU1868836757.USD","LU2023251221.USD","SGXZ49509284.SGD","IE00BQXX3C00.GBP","LU2023250843.SGD","LU0097036916.USD","LU1620156130.USD","LU1153585028.USD","LU1046421795.USD","LRCX","LU0738911758.USD","LU2089284900.SGD","SG9999001424.SGD","LU1670627923.USD","LU1235294995.USD","LU2458330243.SGD","LU0476273544.USD","LU0957808578.USD","LU1852331112.SGD","LU1366333091.USD","LU1721427968.SGD","LU1868837136.USD","LU1989763005.USD","LU1670628061.USD","IE00BFSS8Q28.SGD","IE00B1BXHZ80.USD","BK4588","IE00BQXX3D17.EUR","IE0009356076.USD","LU0175139822.USD","LU0061474960.USD","LU0158827948.USD","IE00BD6J9T35.USD","LU0061475181.USD","LU1917777945.USD","LU2413666699.HKD","IE00BJJMRY28.SGD","LU2413665964.HKD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":19,"pageCount":16,"totalSize":364,"code":"91000000","status":"200"}]}}