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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
拉姆研究
298.22
+0.2100
0.07%
盤後：
299.20
0.9800
+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...
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新聞
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23:16","pubTimestamp":1777303012,"startTime":"0","endTime":"0","summary":"• 地缘政治风险和出口管制对泛林集团 (Lam Research) 产生影响。\n• 机构投资者减持了泛林集团 (Lam Research) 的持股。\n• 该股目前处于溢价交易状态，反映了市场对估值的担忧。","market":"fut","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/261827414-market-movers-lrcx-20260427","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":["LU0048584097.USD","LU0096362180.USD","LU0097036916.USD","IE0009356076.USD","BK4543","LU1670627923.USD","LU1670628061.USD","IE00B1BXHZ80.USD","LU0868494617.USD","IE00B7KXQ091.USD","LU2106854487.HKD","LU2250418816.HKD","IE00BQXX3F31.USD","IE00B5949003.HKD","BK4588","IE00BJJMRX11.SGD","IE00BFSS7M15.SGD","LU0056508442.USD","IE00BJJMRY28.SGD","LU2931357623.SGD","LRCU","LU1366333091.USD","LU2023250504.SGD","IE00BN29S564.USD","LU0157215616.USD","LU1046421795.USD","LU0256863902.USD","LU1852331112.SGD","LU1069347547.HKD","BK4581","LU1642822529.SGD","LU2089985449.USD","LU0868494708.USD","IE00BFSS8Q28.SGD","LU0417517546.SGD","LRCX","LU2242649171.HKD","BK4567","LU2244417387.USD","LU1917777945.USD","LU0823434740.USD","IE00B4JS1V06.HKD","BK4533","BK4551","LU1235294995.USD","LU1815336760.USD","LU0957791311.USD","IE00BQXX3C00.GBP","LU1823568750.SGD","LU0082616367.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1179626333","title":"異動解讀 | 拉姆研究盤中大漲5.09%，第三財季業績超預期且第四財季指引強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=1179626333","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179626333?lang=zh_tw&edition=fundamental","pubTime":"2026-04-24 21:38","pubTimestamp":1777037889,"startTime":"0","endTime":"0","summary":"拉姆研究今日盘中股价大涨5.09%，引起了市场的广泛关注。消息面上，公司此前公布的第三财季业绩表现强劲，营收和调整后每股收益均超出市场预期。此外，公司对第四财季的营收指引也进行了上调，显著高于市场预期，管理层对前景表示乐观。多家投行在业绩发布后随即上调了该公司的目标价，并维持买入评级，机构普遍看好由人工智能（AI）驱动的半导体设备需求前景。行业层面，半导体设备板块整体表现积极，显示出行业联动效应。机构分析认为，AI数据中心芯片需求强劲，公司全年晶圆制造设备市场预期被上调，行业景气度有望延续。","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":"2629485281","title":"拉姆研究(LRCX)股票4月23日盤中下跌3.12%：投資者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2629485281","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629485281?lang=zh_tw&edition=fundamental","pubTime":"2026-04-24 02:16","pubTimestamp":1776968201,"startTime":"0","endTime":"0","summary":"• 泛林集团（Lam Research）营收和利润均超出预期，并预计未来业绩表现强劲。\n• 分析师上调了评级和目标价，理由是人工智能和先进封装带来的利好。\n• 受获利回吐、估值担忧及内部人士减持影响，股价有所下跌。","market":"us","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/261817452-market-movers-lrcx-20260423","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":["LU2106854487.HKD","IE0009356076.USD","IE00BN29S564.USD","LU0256863902.USD","LU2089985449.USD","LU1917777945.USD","LU0056508442.USD","LU1366333091.USD","LU0256863811.USD","LU0274383776.USD","LU1815333072.USD","LU0097036916.USD","LU1974910355.USD","LU0061474960.USD","LRCU","IE00BJJMRY28.SGD","LU2250418816.HKD","LU0444973449.USD","LU0823434583.USD","LU2931357623.SGD","IE00BQXX3C00.GBP","IE00BJJMRX11.SGD","BK4567","IE00B1BXHZ80.USD","LU2360106780.USD","LU2023250843.SGD","LU1069347547.HKD","BK4585","LU1642822529.SGD","BK4588","LU1046421795.USD","LU0417517546.SGD","IE0005OL40V9.USD","LU0823434740.USD","IE00BFSS7M15.SGD","LU0719512351.SGD","LU0444971666.USD","LU0957791311.USD","LRCX","LU1720051108.HKD","LU0942090050.USD","LU2023250504.SGD","LU2244417387.USD","LU0157215616.USD","BK4581","IE00BQXX3D17.EUR","BK4533","IE00B4JS1V06.HKD","LU0476273544.USD","LU2242649171.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629383664","title":"BUZZ--美國股票走勢-霍尼韋爾、Netflix、CSX","url":"https://stock-news.laohu8.com/highlight/detail?id=2629383664","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629383664?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 19:46","pubTimestamp":1776944786,"startTime":"0","endTime":"0","summary":".N** 特斯拉公司TSLA.O:BUZZ - 因2026年支出计划增加而下跌，盖过了乐观的第一季度业绩。nL4N41617F ** Microchip Technology Inc MCHP.O：** Analog Devices Inc ADI.O：** 安森美半导体公司 ON.O：** NXP Semiconductor NV NXPI.O:BUZZ - 芯片股在德州仪器的强劲预测后上涨 nL4N41617V ** Helix Energy Solutions Group Inc HLX.N:BUZZ - 因与 Hornbeck Offshore 达成全股票合并协议而上涨 nL6N4160TD ** Hasbro Inc HAS.O:BUZZ - 因第一季度初步销售额高于预期而上涨 nL6N4160U2 ** 美国运通AXP.N：BUZZ - 因第一季度利润超预期而上涨 nL6N4160UE (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。","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:20260423:nL4T4161CV: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":["NOW","TSLT","LMT","ADBE","MSFD","NKE","INTW","TMO","LULU","INTU","MSFL","ON","NFLX","NXPI","PCG","HAS","CRWD","NFXS","TSLP","CSX","HON","ALT","HLX","MCHP","CMCSA","TSII","TSLL","TSLQ","TSLY","TSLA","MSFU","ADI","NOWL","MSFW","QS","TSLW","TSLR","TSL","AXP","CRSH","AXPG","MSFT","LRCX","INTC","NFXL","TXN","MSFO","IBM","REGN"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2629889270","title":"BUZZ-預計第四季度營收高於預期，Lam Research 上漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2629889270","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629889270?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 17:08","pubTimestamp":1776935325,"startTime":"0","endTime":"0","summary":"4月23日 - ** 芯片设备制造商Lam ResearchLRCX.O股价盘前上涨1.3%，报269美元。** 截至上次收盘，LRCX 股价累计上涨 55.1% 年至今 (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。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":"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:20260423:nL4T4160TD:1","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":["LU0274383776.USD","BK4533","LU0719512351.SGD","LU1035773651.USD","LU1815333072.USD","LU0096362180.USD","LU0056508442.USD","LU1974910355.USD","LU0187121727.USD","LU0081259029.USD","BK4567","BK4585","IE00BSNM7G36.USD","LU0348723411.USD","LU0868494617.USD","LU2357305700.SGD","IE00B4JS1V06.HKD","BK4588","IE00B1BXHZ80.USD","LU0868494708.USD","LU0942090050.USD","IE00B7KXQ091.USD","LU0251132253.USD","LU1069347547.HKD","LU1642822529.SGD","LRCU","LU1815336760.USD","LU0957808578.USD","IE00BFSS7M15.SGD","LU2360106780.USD","IE0009356076.USD","LU0256863902.USD","LU2023250504.SGD","LU0957791311.USD","LU0823434740.USD","LU1852331112.SGD","LU0476273544.USD","IE00BFSS8Q28.SGD","LU2106854487.HKD","BK4543","IE00BN29S564.USD","LU0157215616.USD","IE0004445015.USD","LU1720051017.SGD","LU1917777945.USD","LU0823434583.USD","LU2931357623.SGD","LU2244417387.USD","LRCX","LU0048584097.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629883106","title":"美國研究綜述-芝商所、GE Vernova、德州儀器","url":"https://stock-news.laohu8.com/highlight/detail?id=2629883106","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629883106?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 15:47","pubTimestamp":1776930436,"startTime":"0","endTime":"0","summary":"美国研究综述-芝商所、GE Vernova、德州仪器路透4月23日 - 华尔街证券分析师周四调整了对几家美国上市公司的评级和目标价，其中包括芝商所、GE Vernova 和德州仪器。股票条目按字母顺序排列。","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:20260423:nL4T4160O3:1","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":["KNTK","KNX","07766","WFRD","OTIS","IBM","UNHW","SEIC","CPAY","NOWL","PEGA","RJF","TDY","VRT","TSLL","BIIB","CME","TESL","WAL","BSX","TSLA","NVR","TEST","GSHD","BKU","ZWS","ABBV","MMM","GEV","TXN","PEBO","LYV","TRGP","MBWM","TSL","DTM","LRCU","CSX","WAB","LRCX","MNSH","TSCO","EWBC","SF","MAS","NOW","OZK","NKTR","LNG","UNH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629072254","title":"「美版ASML」業績狂飆！Lam Research季度營收創紀錄，CEO稱明年也「相當好」","url":"https://stock-news.laohu8.com/highlight/detail?id=2629072254","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629072254?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 08:52","pubTimestamp":1776905542,"startTime":"0","endTime":"0","summary":"Lam Research第三季度营收58.4亿美元、非GAAP每股收益1.47美元，双双创历史新高并超出华尔街预期，中国是最大的市场。公司将下季度营收指引上调至约66亿美元，CEO称“2027年感觉会是相当好的一年”。不过，客户预付款降至近四年低点，短期订单节奏的变化成为市场关注焦点。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3770661","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0274383776.USD","LU0476273544.USD","LU1035773651.USD","LU1366333091.USD","LU2106854487.HKD","LU2931357623.SGD","LU1852331112.SGD","LU0868494708.USD","BK4567","IE00B775H168.HKD","LU0868494617.USD","LU2023250843.SGD","LU0256863902.USD","LU0444973449.USD","IE00BQXX3F31.USD","IE00BJJMRX11.SGD","LU0957791311.USD","LU1917777945.USD","IE0004445015.USD","BK4533","LRCX","IE00B5949003.HKD","LU0096362180.USD","LU1548497426.USD","LU0061474960.USD","LU0444971666.USD","LU1046421795.USD","IE00BD6J9T35.USD","LU2244417387.USD","LU0256863811.USD","LU0417517546.SGD","LU1069347547.HKD","LU2089985449.USD","LU0345774391.USD","IE00B4JS1V06.HKD","LU1720051108.HKD","LU2063271972.USD","ASMU","LU0056508442.USD","LU0942090050.USD","LU1823568750.SGD","LU0081259029.USD","ASMH","LU0823434583.USD","LU1734074674.USD","LU2360106780.USD","LRCU","03165","BK4543","LU2023250504.SGD","LU1670628061.USD","LU0157215616.USD","LU2357305700.SGD","LU1642822529.SGD","IE00BFSS8Q28.SGD","IE00BQXX3C00.GBP","BK4147","IE00BJJMRY28.SGD","BK4581","LU1815333072.USD","IE00BSNM7G36.USD","IE00BN29S564.USD","LU1235294995.USD","BK4588","IE00BQXX3D17.EUR","LU2250418816.HKD","LU1720051017.SGD","BK4585","IE00B1BXHZ80.USD","LU0048584097.USD","IE00B7KXQ091.USD","IE0009356076.USD","BK4551","LU0251132253.USD","LU2242649171.HKD","LU0187121727.USD","LU1974910355.USD","LU0719512351.SGD","ASMG","LU0348723411.USD","LU0823434740.USD","IE0005OL40V9.USD","LU0061475181.USD","LU2543165471.USD","LU1815336760.USD","LU0097036916.USD","LU0957808578.USD","LU1670627923.USD","IE00BFSS7M15.SGD","LU0082616367.USD","IE0004445239.USD","LU0345774631.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102966700","title":"美股夜盤 | 明星股績後升跌不一，德州儀器夜盤大漲10%、拉姆研究漲2%，特斯拉夜盤微跌、ServiceNow暴跌12%；Lululemon任命新CEO，夜盤跌4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102966700","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102966700?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 08:12","pubTimestamp":1776903171,"startTime":"0","endTime":"0","summary":"特斯拉Q1营收创近三年最高增速，盈利大超预期，现金流翻倍，马斯克预告支出大增。特斯拉夜盘微跌。ServiceNow业绩符合预期，但中东战事拖累，AI冲击疑虑难消。ServiceNow夜盘暴跌12%。英特尔夜盘涨近3%，特斯拉CEO埃隆·马斯克称，计划使用英特尔的14A工艺。IBM一季度业绩超预期，但维持全年指引不变；IBM夜盘跌超6%。德州仪器夜盘大涨10%！一季度业绩稳健，二季度业绩指引强劲。拉姆研究夜盘涨2%！第三财季业绩超预期，第四财季营收和利润指引强劲。Lululemon任命前耐克高管Heidi O’Neill为新任CEO，夜盘跌4%。","market":"us","thumbnail":"https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TEST","NOW","TSLP","TXN","TSLS","LRCX","LRCU","TSYY","TSLT","TLA","TSLA","TSL","TSII","TSLL","TSLQ","CRSH","TESL","TSLW","TSLR","TSLZ","NOWL","TSLI","TSLO","TSLY","TSLG","TSDD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629074147","title":"又一份超預期答卷！泛林集團(LRCX.US)Q3業績、指引均超預期 ，中國內地營收佔比34%仍居首","url":"https://stock-news.laohu8.com/highlight/detail?id=2629074147","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629074147?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 08:11","pubTimestamp":1776903066,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，北京时间周四早间，半导体设备公司泛林集团公布超出预期的第三财季业绩和指引，股价盘后一度上涨4%。展望第四财季，泛林集团预计调整后每股收益将在1.50美元至1.80美元之间，营收将在62亿美元至70亿美元之间。值得一提的是，受益于芯片厂商加大对AI芯片生产设备的投入，泛林集团此前两个季度的业绩均全线超预期。截至发稿，泛林集团股价盘后涨2.4%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1432386.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"又一份超预期答卷！泛林集团(LRCX.US)Q3业绩、指引均超预期 ，中国内地营收占比34%仍居首","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1117486540","title":"拉姆研究第三財季業績超預期，第四財季營收和利潤指引強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=1117486540","media":"老虎资讯综合","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117486540?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 07:54","pubTimestamp":1776902049,"startTime":"0","endTime":"0","summary":"Lam Research因强劲业绩股价上涨 $拉姆研究$ 周三盘后公布了强劲的季度业绩，其股价在盘后交易中上涨2%。公司第三财季每股收益为1.47美元，高于华尔街一致预期的1.36美元，也高于去年同期的1.04美元。季度营收达到58.4亿美元，略高于预期的57.5亿美元，同比增长24%。公司对第四季度的营收和盈利指引远高于华尔街预期。用于AI数据中心的芯片需求异常强劲，如果华尔街预期准确，Lam将连续第三个季度创下销售新高。","market":"hk","thumbnail":"https://static.tigerbbs.com/32412d7490ed4d73dd004fd441e734cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/32412d7490ed4d73dd004fd441e734cc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ca0e3dea87604e6a95a3bf5695c5bcab","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"拉姆研究第三财季业绩超预期，第四财季营收和利润指引强劲","news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCU","LRCX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1123733829","title":"拉姆研究首席財務官展望未來：資本支出預期維持在營收4%至5%區間","url":"https://stock-news.laohu8.com/highlight/detail?id=1123733829","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123733829?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 05:22","pubTimestamp":1776892931,"startTime":"0","endTime":"0","summary":"拉姆研究公司首席财务官在电话会议中表示，展望未来发展，公司持续预期资本支出将保持在营收的4%至5%范围内。这一预算框架体现了企业对投资纪律的坚持，同时为技术创新和产能扩张保留了适度空间。","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0061474960.USD","LU2357305700.SGD","IE00B775H168.HKD","LRCX","IE0005OL40V9.USD","LU0444973449.USD","LU0187121727.USD","BK4533","LU0251132253.USD","LU1670627923.USD","BK4581","LU0823434583.USD","LU2250418816.HKD","LU0868494617.USD","LU1670628061.USD","BK4551","LU0097036916.USD","LU1720051108.HKD","IE0004445015.USD","LU1852331112.SGD","LU0957791311.USD","LU2244417387.USD","LU0061475181.USD","LU0942090050.USD","LU1917777945.USD","LU0081259029.USD","LU0056508442.USD","LU1642822529.SGD","LU2023250843.SGD","LU2931357623.SGD","LRCU","LU0157215616.USD","LU1035773651.USD","LU1720051017.SGD","IE0009356076.USD","LU0256863811.USD","LU1235294995.USD","IE00BJJMRX11.SGD","IE00B5949003.HKD","LU0868494708.USD","LU0096362180.USD","LU0957808578.USD","LU2360106780.USD","LU0823434740.USD","BK4147","LU1548497426.USD","LU1046421795.USD","LU1815336760.USD","BK4543","LU1069347547.HKD","IE00BFSS7M15.SGD","IE00BQXX3F31.USD","LU2106854487.HKD","IE00BN29S564.USD","BK4585","LU0048584097.USD","IE00BJJMRY28.SGD","LU1815333072.USD","LU2023250504.SGD","LU2089985449.USD","IE00BQXX3C00.GBP","LU0082616367.USD","IE00BQXX3D17.EUR","LU1823568750.SGD","LU0348723411.USD","IE00B7KXQ091.USD","IE00BFSS8Q28.SGD","LU1366333091.USD","LU1974910355.USD","LU0476273544.USD","BK4588","LU0274383776.USD","LU0256863902.USD","LU0719512351.SGD","IE00B1BXHZ80.USD","IE00BSNM7G36.USD","LU2242649171.HKD","BK4567","LU0444971666.USD","IE00B4JS1V06.HKD","LU0417517546.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629994078","title":"芯片製造工具需求旺盛，Lam Research 預測季度收入可觀","url":"https://stock-news.laohu8.com/highlight/detail?id=2629994078","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629994078?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 04:34","pubTimestamp":1776890097,"startTime":"0","endTime":"0","summary":"芯片制造工具需求旺盛，Lam Research 预测季度收入可观路透4月22日 - 美国芯片设备制造商Lam Research LRCX.O周三预计第四季度营收将高于华尔街预期，原因是企业增加了用于制造先进人工智能半导体的芯片制造工具的订单。根据LSEG汇编的数据，总部位于加利福尼亚州弗里蒙特的Lam Research预计，截至6月28日的第四季度营收为66.0亿美元，正负4亿美元，预期为60.9亿美元。","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:20260422:nL4S4152GP:1","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":["LU2106854487.HKD","IE00BFSS7M15.SGD","LRCX","IE00BN29S564.USD","LU1823568750.SGD","LU0957808578.USD","BK4551","LU1366333091.USD","LU0868494708.USD","BK4533","IE00BJJMRY28.SGD","IE00BSNM7G36.USD","LU0061474960.USD","LU2250418816.HKD","LU1035773651.USD","LU1235294995.USD","LU1815333072.USD","IE00B7KXQ091.USD","IE00BQXX3C00.GBP","IE0005OL40V9.USD","LU0348723411.USD","LU0274383776.USD","LRCU","LU0444973449.USD","IE00BFSS8Q28.SGD","LU0823434740.USD","LU0056508442.USD","LU0942090050.USD","LU1046421795.USD","LU0251132253.USD","BK4585","LU0444971666.USD","IE0004445015.USD","LU0476273544.USD","LU2023250504.SGD","LU1815336760.USD","LU2023250843.SGD","LU2242649171.HKD","BK4581","LU1548497426.USD","IE00BJJMRX11.SGD","BK4147","LU0719512351.SGD","IE00B1BXHZ80.USD","LU1642822529.SGD","LU0187121727.USD","IE00BQXX3D17.EUR","IE0009356076.USD","BK4543","LU0081259029.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127446433","title":"美國眾議院委員會推進《匹配法案》 旨在填補對華芯片設備出口管制漏洞並施壓盟友協同","url":"https://stock-news.laohu8.com/highlight/detail?id=1127446433","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127446433?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 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18:02","pubTimestamp":1776852168,"startTime":"0","endTime":"0","summary":"美光推动国会收紧对中国厂商的芯片设备出口管制--消息人士MATCH法案旨在堵住对华芯片制造设备出口管制缺口法案将迫使外国芯片设备商与美国出口限制保持一致消息人士称，美光正游说立法者收紧出口限制消息人士透露，美光CEO已与众议院和参议院部分关键委员会的成员会晤。据知情人士透露，美光已向国会议员表示，华盛顿需要采取更多措施来遏制中国在存储器市场的发展。美光未回应置评请求。","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:20260422:nL6T41509E: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":["LU1951200564.SGD","LU1316542783.SGD","SG9999002232.USD","00981","IE00BQXX3D17.EUR","MUD","LU1974910355.USD","LU2089985449.USD","MUU","LU0274383776.USD","LU0354030438.USD","BK1610","BK1607","KLAG","IE0004445015.USD","LU1674673428.USD","AMAT","MU","BK4534","BK4527","LU1923623000.USD","LU0056508442.USD","LU0061474960.USD","LU0545039389.USD","LU0170899867.USD","IE00B775H168.HKD","LRCX","IE00BQXX3C00.GBP","BK4518","LU2023250504.SGD","IE0002270589.USD","LU1620156213.USD","IE00BJJMRY28.SGD","LRCU","LU1852331112.SGD","LU0082616367.USD","LU2931357623.SGD","MULL","LU1620156130.USD","LU1153585028.USD","LU2023250843.SGD","KLAC","LU0868494617.USD","LU0203347892.USD","LU1868836591.USD","IE00BQXX3F31.USD","LU0096364046.USD","LU2023251221.USD","LU0957808578.USD","LU0251132253.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2629063543","title":"交易日-特朗普延長停火期限......收盤後","url":"https://stock-news.laohu8.com/highlight/detail?id=2629063543","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629063543?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 05:01","pubTimestamp":1776805271,"startTime":"0","endTime":"0","summary":"路透佛罗里达州奥兰多4月21日 - 周二，石油价格 和美元上涨，但美国股市 下跌，因投资者对华盛顿和德黑兰 传出和谈尚未得到确认的信号表示失望。这发生在美伊停火期限到期前一天，美国总统特朗普在市场收盘后延长了该期限 。诚然，中国的对外顺差很大，并加剧了全球失衡，但其中大部分被中国巨大的金融账户资本外流所抵消。","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:20260421:nL4T41429H: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":["IE00BN29S564.USD","BK4182","LU1244550494.USD","BK4551","LU1721428933.USD","LU0348723411.USD","LU0823414551.USD","LU1621767737.EUR","BOEG","LU0321505868.SGD","BOED","LU0234570918.USD","SG9999003800.SGD","FLYYQ","IE00BFSS7M15.SGD","BK4187","LU2133065610.SGD","GEV","BK4516","LU2357305700.SGD","LU0321505439.SGD","LU1003077747.HKD","IE00BGHQF631.EUR","LU0823434740.USD","LU0661504455.SGD","IBM","LRCX","IE00BQXX3C00.GBP","LU0256863902.USD","LU1880398554.USD","IE00BJJMRY28.SGD","BOEU","AALG","LRCU","GEVX","LU1244550221.USD","LU1852331112.SGD","LU0823414478.USD","LU2931357623.SGD","BA","TXN","T","LU1621768206.USD","LU1670628061.USD","AAL","GEVG","LU0545562505.USD","LU0081259029.USD","LU0251132253.USD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629905456","title":"未來一天的看點--4 月 22 日星期三","url":"https://stock-news.laohu8.com/highlight/detail?id=2629905456","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629905456?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 02:30","pubTimestamp":1776796256,"startTime":"0","endTime":"0","summary":"未来一天的看点--4 月 22 日星期三The Day Ahead 是一份电子邮件和 PDF 格式的出版物，内容包括当天的主要新闻和事件、分析和其他专题。埃隆-马斯克领导的公司第一季度交付量不及预期。不过，华尔街预计这三个月的营收将比一年前大幅增长，当时生产线停产和这位亿万富翁的右翼政治分别损害了供应和需求。芯片制造工具供应商Lam Research预计将公布第三季度财报。波士顿科学公司将公布第一季度业绩。","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:20260421:nL4S4141ZR: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":["TSL","RJF","MAS","TXN","LU2756315318.SGD","07766","LU1116320901.HKD","TESL","NOWL","LU0957791311.USD","ELV","IBM","TSLQ","MOH","TSLZ","TSLP","GEVX","T","TLA","BK4554","TSDD","TSLO","TSLY","TSLG","CRSH","GEV","TSLS","TSLT","BOEG","BOEU","KMI","TSLA","TSII","TSYY","TEST","LRCX","GEVG","IE00BSNM7G36.USD","LRCU","BA","TSLL","TSLI","BSX","TSLR","LU2294711713.HKD","NOW","BOED","LU0122379950.USD","TSLW","PM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628939747","title":"CINNO Research：2025年全球半導體設備商半導體營收業務Top10營收合計超1300億美元 按年增長約16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628939747","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628939747?lang=zh_tw&edition=fundamental","pubTime":"2026-04-20 19:22","pubTimestamp":1776684135,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，CINNO IC Research统计数据表明，2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元，同比增长约16%。北方华创作为Top10中唯一的中国半导体设备厂商，2025年营收约51亿美元，排名第七。图示：2025年全球半导体设备厂商市场规模排名Top10，来源：CINNO IC Research 注：本排名汇率2025年1欧元=1.14美元，1日元=0.0067美元，本次营收排名以上市公司半导体业务营收金额为依据，不含FPD/PCB等其他业务营收。2025年，AMAT营收增幅较小。2025年半导体业务营收增长36%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1430827.html","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":"stock_zhitongcaijing","symbols":["ASML","BK4585","04336","BK4588","002371","LRCX","AMAT","BK4535"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":19,"pageCount":17,"totalSize":364,"code":"91000000","status":"200"}]}}