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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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17:55","pubTimestamp":1787651702,"startTime":"0","endTime":"0","summary":"8月25日，拉姆研究盘前上涨3.62%，报320.25美元/股，成交额215.25万美元。拉姆研究所在的半导体设备行业中，板块整体走强，个股中，AXT Inc涨5.96%，泰瑞达涨2.94%，科磊涨2.88%，应用材料涨2.54%，阿斯麦涨1.62%。（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":"0","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":"2662202003","title":"中信證券：半導體短期調整不改變上行周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2662202003","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662202003?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 07:59","pubTimestamp":1787615940,"startTime":"0","endTime":"0","summary":"我们预计AI驱动的本轮设备上行周期将至少持续至2028年，而市场对于2027-2028年下游大客户资本开支水平仍有一定的预期差。本轮上行周期将持续更久，主要由于AI驱动的设备需求以及订单可见度明显更高。","market":"sg","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://finance.sina.com.cn/stock/hyyj/2026-08-25/doc-inipnuhy5580785.shtml","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":"sina","symbols":["LU0889565833.HKD","LU1244550221.USD","TDV","LU0354030438.USD","LU0792757196.USD","XNTK","LU1778281490.HKD","BK4581","LU0158827781.USD","LU1548497426.USD","LU0787776722.HKD","BK4551","LU1823568750.SGD","LU0320765059.SGD","LU1989773731.SGD","AMAU","LU2242649171.HKD","LU1153585028.USD","LU1917777945.USD","IE00BQXX3D17.EUR","LU2322448791.USD","IE0005OL40V9.USD","LU2063271972.USD","BK4518","LU0210536198.USD","LU0545039389.USD","LU1642822529.SGD","LU1366333091.USD","TEK","LU1069344957.HKD","LU0889566641.SGD","IE00BFSS7M15.SGD","SOX","LU0347712357.USD","LU0553294199.USD","LU1674673691.USD","LU1046421795.USD","LU1235294995.USD","PSI","LU1069347547.HKD","IE00BWXC8680.SGD","SOXQ","LU0198837287.USD","04336","LU1035775433.USD","LU0823434583.USD","LU2458330243.SGD","GB00BDT5M118.USD","LU0109392836.USD","LU0081259029.USD","IETC","LU0048584097.USD","IE00B5949003.HKD","BK4519","LU0738911758.USD","LU0942090050.USD","LU0949170772.SGD","LU0096362180.USD","LU0187121727.USD","COWG","LU0661504455.SGD","RDVI","LU0354030511.USD","BAI","IE00B4JS1V06.HKD","LU1267930813.SGD","SHOC","LU0417517546.SGD","LU0256863811.USD","LU0238689110.USD","LU1720051017.SGD","LU0061474960.USD","LU2272731865.HKD","BK4567","LU0175139822.USD","LU0274383776.USD","IE00BQXX3C00.GBP","LU1815336760.USD","IE00BD6J9T35.USD","IE00BSNM7G36.USD","LU0957791311.USD","LU1496350502.SGD","LU2271345857.HKD","LU2896262040.SGD","LU0097036916.USD","AMA","SGXZ80539844.SGD","BK4543","LU1992135399.USD","LU0868494708.USD","ABFL","LU0158827948.USD","LU2244417387.USD","SMH","IE00BFSS8Q28.SGD","LU0683600562.USD","LU1144417596.USD","BOBP","EPAI","LU1992135472.HKD","LU2265009873.SGD","LU0289960550.SGD","LU0061474705.USD","LU1974910355.USD","LU0719512351.SGD","LU2089283258.USD","LU1267930730.SGD","LU1868836914.USD","LU2357305700.SGD","IE00B775H168.HKD","LU0276348264.USD","CLSE","LU2413666699.HKD","LU2250418816.HKD","AMAT","BK4588","LU0056508442.USD","LU2322448957.HKD","IE00B1XK9C88.USD","BK4533","LU2089284900.SGD","LU0348723411.USD","LU0868494617.USD","LU2360106780.USD","LU2473716301.USD","LU1815333072.USD","LU0011850046.USD","LU0109391861.USD","RULE","LU0127658192.USD","LU0476273544.USD","LU1721428933.USD","SG9999001424.SGD","IE00BN29S564.USD","LU1868837136.USD","LU2458330169.SGD","TINY","LU1868836591.USD","SG9999002232.USD","LU1804176565.USD","BK4534","BK4585","KNOW","LU0672654240.SGD","LU1674673428.USD","LU0210533765.USD","IE0009356076.USD","LU0256863902.USD","LU2023250504.SGD","IE00B1BXHZ80.USD","LRCX","LU2089985449.USD","LU0079474960.USD","LU1244550494.USD","LU1244550577.SGD","RDVY","LU2023250843.SGD","LU0823434740.USD","BK4516","LU0082616367.USD","LU1868836757.USD","LU2272731600.USD","LU0061475181.USD","LU0708995401.HKD","IE00B7KXQ091.USD","LU2413666426.HKD","LU2023251221.USD","SG9999002224.SGD","LU1989763005.USD","LU0251132253.USD","LU0957808578.USD","IE00BKDWB100.SGD","LU2272731782.SGD","LU2106854487.HKD","LU0444971666.USD","WUGI","IE00BQXX3F31.USD","APMI","BK4147","IE00BFXG1179.USD","LRCC","LU1720051108.HKD","LU1670628061.USD","LRCU","LU0096364046.USD","LU2028103732.USD","IE00BJJMRX11.SGD","IE00BJJMRY28.SGD","LU0157215616.USD","LU2211814178.USD","LU0444973449.USD","LU1670627923.USD","LU2111349929.HKD","QQQG","LU1035773651.USD","LU1868837300.USD","LU2931357623.SGD","LU2247934214.USD","LU1852331112.SGD","CHPS","IE0004445015.USD","LU1003077747.HKD","LU1803068979.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1174845472","title":"異動解讀｜拉姆研究盤後下跌3.33%，報308.3美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1174845472","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174845472?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 04:28","pubTimestamp":1787603339,"startTime":"0","endTime":"0","summary":"8月25日，拉姆研究盘后下跌3.33%，报308.3美元/股，成交额1.13亿美元。拉姆研究所在的半导体设备行业中，个股中，应用材料跌0.27%，阿斯麦跌0.09%，科磊跌0.41%，泰瑞达涨0.1%，AXT Inc涨0.55%。（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":"0","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":"2661210272","title":"拉姆研究(LRCX)股票8月24日盤中下跌4.38%：投資者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2661210272","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661210272?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 22:16","pubTimestamp":1787580965,"startTime":"0","endTime":"0","summary":"• 受半导体板块获利了结与估值去风险影响，泛林集团股价下跌。\n• 公司年营收达232.3亿美元，净利润为72.7亿美元。\n• 分析师维持“买入”评级，平均目标价为366.38美元。","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/262127980-market-movers-lrcx-20260824","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":["BK4581","LU2896262040.SGD","BK4147","TINY","LU2063271972.USD","LU0444971666.USD","EPAI","KNOW","LU1144417596.USD","LU1720051108.HKD","BOBP","LU0823434583.USD","IE00B1BXHZ80.USD","IE00BSNM7G36.USD","IETC","LU1720051017.SGD","QQQG","IE0004445015.USD","LU0096362180.USD","LU2322448957.HKD","BAI","COWG","TDV","CLSE","LU0348723411.USD","LU1917777945.USD","LRCC","LU2089985449.USD","PSI","LRCU","IE0005OL40V9.USD","ABFL","SGXZ80539844.SGD","LU1804176565.USD","LU1992135399.USD","LU1244550577.SGD","LU0210536198.USD","LU1823568750.SGD","TEK","LU1670627923.USD","LU0274383776.USD","IE00BQXX3D17.EUR","LU2272731782.SGD","RULE","RDVI","LU1992135472.HKD","LU0719512351.SGD","LRCX","IE00B1XK9C88.USD","RDVY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164375506","title":"異動解讀｜拉姆研究盤中下跌3.13%，報302.49美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1164375506","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164375506?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 21:38","pubTimestamp":1787578727,"startTime":"0","endTime":"0","summary":"8月24日，拉姆研究盘中下跌3.13%，报302.49美元/股，成交额1.13亿美元。拉姆研究所在的半导体设备行业中，板块整体走弱，个股中，应用材料跌1.83%，阿斯麦跌0.84%，科磊跌2.17%，AXT Inc跌9.37%，泰瑞达跌5.0%。（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":"hk","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660421749","title":"拉姆研究(LRCX)股票8月19日盤中下跌4.50%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2660421749","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660421749?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 23:16","pubTimestamp":1787152593,"startTime":"0","endTime":"0","summary":"• 在半导体板块经历长时间上涨后，泛林集团面临股价压力与波动。\n• 机构获利回吐与内部人士计划减持加剧了近期的股价承压。\n• 该公司公布的全年营收为232.3亿美元，净利润为72.7亿美元。","market":"hk","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/262118520-market-movers-lrcx-20260819","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":["IETC","PSI","RDVI","LU1670628061.USD","LU0097036916.USD","CLSE","LU1244550577.SGD","BOBP","LU2063271972.USD","IE0004445015.USD","LU2360106780.USD","LRCX","IE00BKDWB100.SGD","LU1244550494.USD","LU1496350502.SGD","LU0444973449.USD","SG9999002224.SGD","LU1069347547.HKD","KNOW","LU2106854487.HKD","IE00BWXC8680.SGD","LU2931357623.SGD","LRCU","LU0157215616.USD","LU1992135399.USD","LU2473716301.USD","LU2272731600.USD","LU0672654240.SGD","LU1035773651.USD","LU1804176565.USD","LU1720051017.SGD","COWG","RULE","LU1670627923.USD","QQQG","BK4567","ABFL","LU0444971666.USD","IE00B5949003.HKD","TINY","EPAI","TEK","TDV","LU0082616367.USD","LU0417517546.SGD","RDVY","BK4581","LU0823434583.USD","BAI","IE00B7KXQ091.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130501996","title":"異動解讀｜拉姆研究盤中下跌3.43%，美債收益率衝高引發半導體設備板塊集體承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1130501996","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130501996?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 21:56","pubTimestamp":1787147796,"startTime":"0","endTime":"0","summary":"8月19日，拉姆研究盘中下跌3.43%，报315.58美元/股，成交额4.18亿美元。半导体设备板块集体走弱，泰瑞达跌5.6%，应用材料跌3.43%，科磊跌3.1%，阿斯麦跌1.71%，板块共振加剧公司跌幅。消息面上，长端美债收益率持续冲高对高成长科技股估值形成压制，隔夜费城半导体指数重挫近5%，海外半导体剧烈波动通过情绪渠道向市场传导，资金从AI动量板块流出转向防御资产。公司此前公布的季度营收67.2亿美元创历史新高，基本面稳健，当前回调主要受宏观流动性扰动及板块系统性抛压主导。（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":"hk","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193595922","title":"異動解讀｜拉姆研究盤中下跌5.21%，半導體設備板塊集體走弱拖累股價深度回調","url":"https://stock-news.laohu8.com/highlight/detail?id=1193595922","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193595922?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 21:33","pubTimestamp":1787060002,"startTime":"0","endTime":"0","summary":"8月18日，拉姆研究盘中下跌5.21%，报326.11美元/股，成交额1.2亿美元。半导体设备板块集体承压，泰瑞达跌5.01%，应用材料跌4.19%，阿斯麦跌3.46%，科磊跌3.39%，板块共振加剧公司跌幅。拉姆研究前一交易日收涨3.45%后再度承压，短期涨幅快速回吐。公司此前公布的季度营收67.2亿美元创历史新高，基本面稳健，当前回调主要受板块情绪及短期获利盘压制。","market":"hk","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154324461","title":"異動解讀｜拉姆研究盤前下跌3.36%，半導體設備板塊集體走弱拖累股價回落","url":"https://stock-news.laohu8.com/highlight/detail?id=1154324461","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154324461?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 16:12","pubTimestamp":1787040722,"startTime":"0","endTime":"0","summary":"8月18日，拉姆研究盘前下跌3.36%，报331.14美元/股，成交额171.45万美元。半导体设备板块集体走弱，应用材料跌3.77%，阿斯麦跌3.58%，泰瑞达跌3.55%，科磊跌2.97%，板块共振拖累公司股价回落。前一交易日公司随板块回暖上涨3.01%后，当前再度受板块承压回吐涨幅。（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":"hk","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660447439","title":"拉姆研究(LRCX)股票8月17日盤中上漲3.01%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2660447439","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660447439?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 00:15","pubTimestamp":1786983359,"startTime":"0","endTime":"0","summary":"• 泛林集团宣布了一项数十亿美元的研发投资计划，以扩大其全球设施。\n• 强劲的季度业绩和上调的业绩指引反映出市场对AI硬件的强劲需求。\n• 该股技术指标呈现中性，分析师平均目标价为366.38美元。","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/262112709-market-movers-lrcx-20260817","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":["EPAI","LU0210536198.USD","CLSE","IE0004445015.USD","LU0096362180.USD","PSI","LU0187121727.USD","LU1823568750.SGD","ABFL","LU1778281490.HKD","IE00B7KXQ091.USD","LU0672654240.SGD","LU1720051108.HKD","LU1670627923.USD","LU0256863902.USD","LU1974910355.USD","BK4147","LU2244417387.USD","IE00BFSS7M15.SGD","LU0708995401.HKD","LU0157215616.USD","LU1670628061.USD","BOBP","BAI","LRCU","LU2242649171.HKD","LRCX","QQQG","TINY","LU0056508442.USD","LU1852331112.SGD","LU1244550577.SGD","LU2931357623.SGD","LU0256863811.USD","LU0868494617.USD","TDV","RDVI","LU0417517546.SGD","RDVY","LU2063271972.USD","COWG","LU0476273544.USD","LU1804176565.USD","IETC","LU0251132253.USD","TEK","KNOW","IE00BJJMRY28.SGD","LU0348723411.USD","RULE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1146238828","title":"異動解讀｜拉姆研究盤中上漲3.01%，半導體設備板塊集體走強帶動股價反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1146238828","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1146238828?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 23:39","pubTimestamp":1786981141,"startTime":"0","endTime":"0","summary":"8月17日，拉姆研究盘中上涨3.01%，报342.35美元/股，成交额8.58亿美元。半导体设备板块集体走强，应用材料涨5.74%，泰瑞达涨3.75%，阿斯麦涨2.03%，科磊涨1.47%，板块共振推升公司股价反弹。消息面上，公司此前宣布计划未来五年投入超30亿美元扩展全球研发实验室网络，实验容量预计提升逾50%，旨在加速AI时代半导体制造技术创新。前一交易日公司受板块承压回调1.38%后，当前随板块回暖企稳反弹。","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":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660329101","title":"芯片廠二季報裏的信號：需求比三個月前更強，價格上行開始「擴散」","url":"https://stock-news.laohu8.com/highlight/detail?id=2660329101","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660329101?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 10:54","pubTimestamp":1786935241,"startTime":"0","endTime":"0","summary":"摩根大通认为，全球半导体产业链的二季报刚刚释放了一个极其明确的看多信号：行业需求比三个月前更加强劲，且定价权正在发生实质性的“向上游扩散”。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20260817/20260817105525_75089.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260817/20260817105525_75089.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1480590.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":"highlight_zhitongcaijin","symbols":["BK4579","KNOW","TEK","LU0158827948.USD","BK4548","LU0661504455.SGD","LU2931357623.SGD","LU0321505868.SGD","LU0787776722.HKD","LU0143863784.USD","LU2237443978.SGD","IE00B775H168.HKD","BK4550","IE000SO60NU8.SGD","IE00BQXX3F31.USD","LU0957791311.USD","LU2247934214.USD","CHPX","IE0004445015.USD","LU1069344957.HKD","BK4533","LRCX","INTC","LU2764263039.SGD","LU0158827781.USD","LU1267930490.SGD","LU0096362180.USD","SPWO","LU0061474960.USD","LU1046421795.USD","XNTK","IE000WAW04H5.SGD","LU0541502299.USD","LU0572939691.SGD","LU2133065610.SGD","LU2244417387.USD","LU1720051108.HKD","LEGR","TTEQ","LU2720916845.USD","LU2272731600.USD","LU0210536198.USD","LU0823434583.USD","LU1868838027.USD","LU0211327993.USD","LU0048573561.USD","LU0316494557.USD","BK4602","FTXL","IE00BHPRN162.USD","LU2357305700.SGD","BK4139","LU2357627491.SGD","LU2360108059.USD","LU0878004406.USD","LU1211504680.USD","BK4529","SHOC","LU0320765059.SGD","LU1934455277.USD","IE00BQXX3D17.EUR","LU0742534661.SGD","LU0124676726.USD","IE000BZT7R73.USD","BK4551","CHPS","LU2764262908.HKD","LU0689626769.HKD","LU0965509010.AUD","LU0553294199.USD","LU0187121727.USD","LU2471134796.USD","LU2089283258.USD","LU1989764748.USD","LU2125154935.USD","LU2663582299.SGD","PTF","IE0005OL40V9.USD","LU2764263203.CNY","LU0097036916.USD","CORO","PSI","SG9999000418.SGD","LU1670627923.USD","LU0359202008.SGD","CGNG","LU0082616367.USD","LU0861579265.USD","LU0154236417.USD","LU0276348264.USD","LU2250418816.HKD","LU1778281490.HKD","LU0476273544.USD","LU0878005551.USD","LU1674673691.USD","LU1366333091.USD","LU2106854487.HKD","AIS","AVXC","LU0868494708.USD","LU0823414551.USD","AIQ","LU0683600562.USD","BK4141","LU2458330169.SGD","LAZR","LU1153585028.USD","ADVE","LU0868494617.USD","LU2471134952.CNY","BK4515","IE00BJJMRX11.SGD","COWG","AXTI","LU0143863198.USD","LU2458330243.SGD","LU1282649067.USD","ASIA","LU2125154778.USD","IETC","CLSE","IE00BD6J9T35.USD","SG9999004220.SGD","SPTE","LU0256863811.USD","LU0417517546.SGD","LU2089985449.USD","LINT","RDVI","LU0056508442.USD","LU0081259029.USD","CNEQ","LU2750360997.AUD","SG9999001424.SGD","LU0359201885.HKD","BK4526","BK4543","SNDX","BK4534","LU0359201612.USD","LU2750360641.GBP","LU0157215616.USD","LU1267930813.SGD","LU0541501648.USD","LU1244550221.USD","LU0965509101.SGD","LU1508157978.USD","LU1868837565.USD","LU0011850046.USD","AVEM","LU2413666699.HKD","LU0738911758.USD","04335","QQQG","BK4605","LU2413666426.HKD","LU0323591593.USD","LU0238689110.USD","QQQA","IE00B7KXQ091.USD","LU0823421416.USD","AMAT","LU0345770308.USD","LU1496350502.SGD","TINY","IE00BYQQ9H92.USD","LU1323610961.USD","SGXZ80539844.SGD","IE000F7OJYX1.SGD","LU0109391861.USD","IE00BFXG1179.USD","LU0572940350.SGD","LU2087625088.SGD","LU0345770993.USD","LU2054465674.USD","LU1023057109.AUD","LU2543165471.USD","LU0957808578.USD","LU0211328371.USD","LU1868836591.USD","LU1037948897.HKD","LU0061474705.USD","LU0251142724.SGD","LU0545039389.USD","LU0859254822.USD","LU0094547139.USD","LU2360032135.SGD","LU0274383776.USD","LU0310799852.SGD","AVSE","LU2237443549.SGD","LU1244550494.USD","LU2272731782.SGD","BK4518","LU0889565833.HKD","LU2491050071.SGD","LU0882747503.HKD","LU1992135472.HKD","LU2322448957.HKD","BK4575","LU1712237335.SGD","LU1244550577.SGD","SG9999002232.USD","IE00BWXC8680.SGD","LU2357125470.USD","LU0965509283.SGD","BK4567","LU2023250843.SGD","TSMG","LU0444973449.USD","LU1721428933.USD","LU0353189680.USD","BAI","LU2148611432.USD","MEMX","LU0353189763.USD","LU1868836914.USD","LU0264606111.USD","IE00B5949003.HKD","LU1868837136.USD","LU2294711713.HKD","LU1003077747.HKD","LU1316542783.SGD","BK4554","LU1548497426.USD","SOXQ","BK4519","EPAI","LU0354030438.USD","LU1069347547.HKD","SOX","LU1267930730.SGD","LU0096364046.USD","LU2211814178.USD","LU1804176565.USD","LU1823568750.SGD","SGXZ81514606.USD","LU0127658192.USD","LU2237443382.USD","LU0289960550.SGD","LU1989763005.USD","IE0000B7K699.USD","LRCU","LU0198837287.USD","LU0672654240.SGD","CWI","IE00BFSS8Q28.SGD","IE00BFXG0V08.USD","BK4532","IE00BKPKM429.USD","WUGI","TINS","LU0792757196.USD","RDVY","IE00BJJMRY28.SGD","IE0004091025.USD","LU2471134879.HKD","LU2298321311.HKD","IE00BZ199S13.USD","LU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06:26","pubTimestamp":1786746418,"startTime":"0","endTime":"0","summary":"根据美国证券交易委员会最新披露的文件，知名对冲基金第三点有限责任公司在2026年第二季度对其投资组合进行了重大调整。该基金已完全清仓英伟达、Meta Platforms, 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21:51","pubTimestamp":1786715500,"startTime":"0","endTime":"0","summary":"市场反应平淡，这凸显了芯片股面临的高门槛，也表明投资者对任何可能表明公司落后于同行的迹象都难以容忍。在应用材料公司股价今年经历大幅上涨、涨幅超过一倍之后，投资者希望看到更明确的信号，表明该公司在晶圆厂设备市场的增长速度超过了竞争对手。Summit Insights Group表示，应用材料公司的营收表现落后于荷兰芯片设备制造商ASMLASML.AS和Lam 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| 三大股指期貨升跌不一 美國7月零售銷售今晚來襲 閃迪(SNDK.US)盤前續升逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2659460441","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659460441?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 19:58","pubTimestamp":1786708720,"startTime":"0","endTime":"0","summary":"盘前市场动向1. 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