美股详情

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科磊

1,418.64

+9.070.64%

盘后：1,416.71-1.9300-0.14%19:57 EDT

成交量：127.18万

成交额：18.11亿

市值：1,863.98亿

市盈率：41.28

高：1,445.85

开：1,417.15

低：1,408.43

收：1,409.57

52周最高：1,693.35

52周最低：551.33

股本：1.31亿

流通股本：1.31亿

量比：1.22

换手率：0.97%

股息：7.40

股息率：0.52%

每股收益(TTM):34.37

每股收益(LYR):30.37

净资产收益率：100.73%

总资产收益率：21.09%

市净率：34.10

市盈率(LYR):46.71

数据加载中...

总览公司新闻资讯公告

美国研究综述-Adobe、KLA、Ulta Beauty

科磊(KLAC)股票3月12日盘中下跌3.80%：释放什么信号？

TradingKey中文

科磊公布额外70亿美元股票回购计划并提高股息

芯片制造工具供应商 KLA 宣布回购 70 亿美元股票

科磊举办投资者日活动，宣布70亿美元股票回购计划及季度股息上调21%，重申2026年3月财年指引

科磊(KLAC)股票3月9日盘中上涨3.55%：原因全解读

TradingKey中文

科磊(KLAC)股票3月5日盘中下跌5.04%：原因全解读

TradingKey中文

科磊盘中异动早盘急速上涨3.30%

科磊股票3月3日盘中下跌5.43%：释放什么信号？

TradingKey中文

科磊涨0.46% 股价突破1500美元大关

美国芯片巨头科磊签署谅解备忘录拟投资4亿美元在印度泰米尔纳德邦建立全球研发中心

应用材料公司因人工智能需求推动芯片制造工具订单猛增

半导体设备厂商，卖爆了

花旗：将科磊目标价上调至1800美元

ASML、泛林、KLA 意见一致：晶圆厂容量是芯片制造商扩产瓶颈

科磊业绩指引“温吞” 内存复苏浪潮下同业更受青睐——市场快讯

异动解读 | 科磊盘中大跌11.6%，Q3指引未达预期引发估值担忧与获利了结

美股异动 | 科磊(KLAC.US)大跌10% 2026财年第三财季业绩指引不及预期

异动解读 | 科磊盘前大跌10.06%，Q3指引未达预期引发估值担忧与获利了结

美国研究综述-Definium Therapeutics、Kenvue、Werner Enterprises

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23:16","pubTimestamp":1773328591,"startTime":"0","endTime":"0","summary":"• KLA宣布了70亿美元的回购计划，并将股息提高了21%。\n• 半导体板块正面临来自AI估值和通胀的压力。\n• KLA面临来自成本、供应链和市场份额变动的挑战。","market":"us","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240419/ab075e7bf92b456b7e23e5cc2da7c59a.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240419/ab075e7bf92b456b7e23e5cc2da7c59a.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/stocks/261675402-market-movers-klac-20260312","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":["BK4588","LU2089985449.USD","LU0868494617.USD","LU1923623000.USD","IE0009356076.USD","IE0008368304.USD","LU2023250504.SGD","IE00BSNM7G36.USD","LU1951200564.SGD","LU1974910355.USD","BK4533","LU2290526834.HKD","BK4519","LU2106854487.HKD","BK4543","LU0314104364.USD","LU1861215975.USD","LU2360032135.SGD","BK4585","LU0170899867.USD","LU2360107168.USD","LU2125154935.USD","IE00BQXX3F31.USD","LU2237438978.USD","LU0187121727.USD","LU1951198990.SGD","IE00B5949003.HKD","IE00BQXX3C00.GBP","LU2244417387.USD","LU1917777945.USD","IE00BQXX3D17.EUR","LU1861220033.SGD","LU2125154778.USD","BK4147","LU2023250843.SGD","BK4581","KLAC","KLAG","LU0274383776.USD"],"gpt_icon":0},{"id":"2618132148","title":"科磊公布额外70亿美元股票回购计划并提高股息","url":"https://stock-news.laohu8.com/highlight/detail?id=2618132148","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618132148?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 21:12","pubTimestamp":1773321147,"startTime":"0","endTime":"0","summary":null,"market":"fut","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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["LU1923623000.USD","LU2023250843.SGD","LU2089985449.USD","IE00BSNM7G36.USD","LU2360032135.SGD","BK4147","KLAC","BK4585","BK4543","LU1861220033.SGD","LU2023250504.SGD","BK4533","BK4588","LU2106854487.HKD","LU2290526834.HKD","LU0274383776.USD","BK4581","KLAG","LU1974910355.USD","IE0008368304.USD","LU2237438978.USD","LU2125154778.USD","IE00BQXX3C00.GBP","LU0170899867.USD","LU0868494617.USD","LU1917777945.USD","LU2125154935.USD","159207","IE0009356076.USD","IE00B5949003.HKD","LU0314104364.USD","BK4519","LU2244417387.USD","LU2360107168.USD","LU1951200564.SGD","IE00BQXX3F31.USD","LU1861215975.USD","LU1951198990.SGD","LU0187121727.USD","IE00BQXX3D17.EUR"],"gpt_icon":0},{"id":"2618384561","title":"芯片制造工具供应商 KLA 宣布回购 70 亿美元股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2618384561","media":"路透中文","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618384561?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 18:11","pubTimestamp":1773310306,"startTime":"0","endTime":"0","summary":"芯片制造工具供应商 KLA 宣布回购 70 亿美元股票路透3月12日 - 芯片制造工具供应商 KLA公司KLAC.O周四宣布了一项价值70亿美元的股票回购计划，这是其现有股票回购授权（截至2025年12月31日为39.4亿美元）的补充。(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:20260312:nL4T4000XJ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2106854487.HKD","LU1923623000.USD","LU2360107168.USD","KLAC","LU1917777945.USD","BK4588","LU1951198990.SGD","LU0274383776.USD","LU2237438978.USD","BK4581","LU0187121727.USD","LU1861220033.SGD","LU1951200564.SGD","IE0009356076.USD","KLAG","LU2290526834.HKD","LU0868494617.USD","LU2244417387.USD","LU1974910355.USD","IE00BSNM7G36.USD","IE0008368304.USD","LU2023250843.SGD","BK4147","LU2360032135.SGD","LU0170899867.USD","IE00BQXX3F31.USD","LU2125154935.USD","IE00B5949003.HKD","LU2089985449.USD","LU1861215975.USD","BK4585","LU0314104364.USD","BK4533","IE00BQXX3D17.EUR","BK4543","BK4519","LU2023250504.SGD","IE00BQXX3C00.GBP","LU2125154778.USD"],"gpt_icon":0},{"id":"1135365120","title":"科磊举办投资者日活动，宣布70亿美元股票回购计划及季度股息上调21%，重申2026年3月财年指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1135365120","media":"美股速递","labels":["shareholding","dataReport","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135365120?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 18:01","pubTimestamp":1773309697,"startTime":"0","endTime":"0","summary":"科磊公司近日召开投资者日活动，宣布启动规模高达70亿美元的股票回购计划，并将季度股息大幅上调21%。公司同时重申了对2026年3月财年的业绩指引，展现出对长期增长前景的信心。\n这一系列资本回报举措凸显了科磊强劲的现金流生成能力和财务稳健性。股票回购计划预计将有效提升每股收益，而股息上调则直接回馈股东。管理层在活动中强调，公司将继续平衡业务投资与股东回报，维持其在半导体设备领域的领先地位。\n尽管全球半导体行业面临周期性波动，科磊通过技术创新和客户合作持续巩固竞争优势。此次公布的财务策略进一步印证了公司实现中长期目标的执行力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"shareholding,dataReport,buyback","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2360107168.USD","LU0274383776.USD","LU0170899867.USD","IE0008368304.USD","BK4147","BK4581","IE00BQXX3F31.USD","BK4519","LU1951200564.SGD","LU0868494617.USD","LU2023250504.SGD","LU2089985449.USD","LU1923623000.USD","LU2125154778.USD","LU1861215975.USD","LU1974910355.USD","IE00BQXX3C00.GBP","BK4588","KLAC","LU1917777945.USD","LU1951198990.SGD","BK4543","LU2290526834.HKD","LU2106854487.HKD","BK4533","LU2125154935.USD","LU2237438978.USD","IE0009356076.USD","IE00BSNM7G36.USD","IE00BQXX3D17.EUR","IE00B5949003.HKD","LU2244417387.USD","LU1861220033.SGD","BK4585","LU0314104364.USD","LU0187121727.USD","LU2023250843.SGD","LU2360032135.SGD","KLAG"],"gpt_icon":0},{"id":"2618879675","title":"科磊(KLAC)股票3月9日盘中上涨3.55%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2618879675","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618879675?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 01:16","pubTimestamp":1773076600,"startTime":"0","endTime":"0","summary":"• KLA Corporation股价受投资者日积极情绪推动而上涨。\n• 分析师上调了目标价并维持“买入”评级。\n• 机构投资者增持了KLA Corporation的股份。","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240419/ab075e7bf92b456b7e23e5cc2da7c59a.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240419/ab075e7bf92b456b7e23e5cc2da7c59a.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/stocks/261661425-market-movers-klac-20260309","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":["BK4519","LU2106854487.HKD","LU2125154778.USD","LU1951198990.SGD","LU2125154935.USD","LU2237438978.USD","LU1861220033.SGD","LU0314104364.USD","LU0187121727.USD","IE00BQXX3F31.USD","IE00B5949003.HKD","LU0170899867.USD","LU2023250504.SGD","BK4585","BK4533","LU2023250843.SGD","LU2089985449.USD","LU2290526834.HKD","BK4581","LU1923623000.USD","IE0008368304.USD","LU1951200564.SGD","LU2360107168.USD","IE0009356076.USD","LU1917777945.USD","LU1861215975.USD","BK4147","IE00BQXX3D17.EUR","BK4543","LU0868494617.USD","IE00BQXX3C00.GBP","KLAC","LU0274383776.USD","LU2244417387.USD","BK4588","KLAG","IE00BSNM7G36.USD","LU2360032135.SGD","LU1974910355.USD"],"gpt_icon":0},{"id":"2617784435","title":"科磊(KLAC)股票3月5日盘中下跌5.04%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2617784435","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617784435?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 03:16","pubTimestamp":1772738196,"startTime":"0","endTime":"0","summary":"• KLA股价因半导体板块低迷和地缘政治紧张局势而下跌。\n• 积极的第二季度财报和业绩指引被市场焦虑情绪所掩盖。\n• 担忧因素包括估值过高、组件成本以及中性的技术指标。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240419/ab075e7bf92b456b7e23e5cc2da7c59a.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240419/ab075e7bf92b456b7e23e5cc2da7c59a.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/stocks/261651102-market-movers-klac-20260305","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":["BK4543","LU0868494617.USD","LU2125154778.USD","LU0314104364.USD","LU1861215975.USD","BK4581","IE00BQXX3C00.GBP","IE00BSNM7G36.USD","LU0187121727.USD","LU1917777945.USD","KLAG","IE0008368304.USD","KLAC","LU1923623000.USD","IE0009356076.USD","LU2106854487.HKD","LU1951200564.SGD","BK4533","IE00BQXX3F31.USD","LU2360107168.USD","LU2023250843.SGD","LU1861220033.SGD","LU1951198990.SGD","LU0274383776.USD","BK4519","BK4585","BK4588","LU0170899867.USD","BK4147","IE00BQXX3D17.EUR","LU2237438978.USD","LU2244417387.USD","LU2125154935.USD","LU1974910355.USD","LU2360032135.SGD","IE00B5949003.HKD","LU2089985449.USD","LU2023250504.SGD","LU2290526834.HKD"],"gpt_icon":0},{"id":"2617549378","title":"科磊盘中异动 早盘急速上涨3.30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617549378","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617549378?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 22:30","pubTimestamp":1772634644,"startTime":"0","endTime":"0","summary":"北京时间2026年03月04日22时30分，科磊股票出现波动，股价急速上涨3.30%。截至发稿，该股报1488.91美元/股，成交量2.5956万股，换手率0.02%，振幅1.30%。机构评级方面，在所有31家参与评级的机构中，61%的券商给予买入建议，39%的券商给予持有建议，无券商给予卖出建议。科磊股票所在的半导体行业中，整体涨幅为0.00%。在这部分市场中，科磊占有多数份额。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030422304497a80d2b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030422304497a80d2b&s=b","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":"tencent","symbols":["LU2290526834.HKD","IE0008368304.USD","LU0187121727.USD","LU0314104364.USD","LU2125154778.USD","LU2089985449.USD","IE0009356076.USD","LU1951200564.SGD","IE00BQXX3C00.GBP","KLAG","BK4147","IE00B5949003.HKD","LU1861220033.SGD","LU2360107168.USD","LU0170899867.USD","IE00BQXX3F31.USD","LU2360032135.SGD","LU1974910355.USD","BK4519","IE00BSNM7G36.USD","LU2023250843.SGD","LU2125154935.USD","BK4585","LU1951198990.SGD","LU2023250504.SGD","LU1917777945.USD","LU0274383776.USD","LU1923623000.USD","BK4581","LU2244417387.USD","BK4533","LU2106854487.HKD","IE00BQXX3D17.EUR","BK4543","BK4588","KLAC","LU1861215975.USD","LU0868494617.USD","LU2237438978.USD"],"gpt_icon":0},{"id":"2616379616","title":"科磊股票3月3日盘中下跌5.43%：释放什么信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=2616379616","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616379616?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 04:16","pubTimestamp":1772568990,"startTime":"0","endTime":"0","summary":"• 受半导体行业低迷影响，KLA Corporation 股价下跌。\n• 地缘政治紧张局势加剧了市场对能源价格及 LNG 的担忧。\n• 技术指标显示 KLA Corp 出现买入信号。","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/stocks/261641333-market-movers-klac-20260303","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":["LU1917777945.USD","LU2360032135.SGD","LU1951198990.SGD","LU2244417387.USD","LU1923623000.USD","LU2023250504.SGD","LU0170899867.USD","LU1861215975.USD","BK4519","BK4543","LU0314104364.USD","LU1974910355.USD","KLAC","KLAG","LU1861220033.SGD","LU2125154935.USD","IE0009356076.USD","LU2023250843.SGD","LU2125154778.USD","IE00BQXX3F31.USD","LU0274383776.USD","IE0008368304.USD","LU2089985449.USD","IE00BQXX3C00.GBP","IE00B5949003.HKD","LU2290526834.HKD","BK4588","LU2360107168.USD","LU0187121727.USD","IE00BQXX3D17.EUR","BK4581","BK4533","LU0868494617.USD","BK4585","BK4147","LU2237438978.USD","LU1951200564.SGD","LU2106854487.HKD","IE00BSNM7G36.USD"],"gpt_icon":0},{"id":"2613483762","title":"科磊涨0.46% 股价突破1500美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2613483762","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613483762?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 22:30","pubTimestamp":1771857024,"startTime":"0","endTime":"0","summary":"北京时间2026年02月23日22时30分，科磊股票出现异动，股价急速上涨0.46%。截至发稿，该股报1502.83美元/股，成交量1.5822万股，换手率0.01%，振幅1.18%。最近的财报数据显示，该股实现营业收入32.95亿美元，净利润11.46亿美元，每股收益8.73美元，毛利19.65亿美元，市盈率43.65倍。科磊股票所在的半导体行业中，整体涨幅为0.00%。在这部分市场中，科磊占有多数份额。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223223024a716310e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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拟投资4亿美元在印度泰米尔纳德邦建立全球研发中心","url":"https://stock-news.laohu8.com/highlight/detail?id=1120493449","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1120493449?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 19:22","pubTimestamp":1770981734,"startTime":"0","endTime":"0","summary":"美国半导体设备制造商科磊(KLA)已与印度泰米尔纳德邦政府签署谅解备忘录，计划投资4亿美元建设全球研发园区。该消息由泰米尔纳德邦工业部长正式披露。\n这项重大投资将聚焦于创建尖端研发设施，强化科磊在全球半导体产业链中的技术领先地位。新园区预计将推动当地高科技产业发展，并创造大量高端就业岗位。\n泰米尔纳德邦作为印度重要的制造业枢纽，近年来持续吸引全球科技企业布局。科磊此次战略投资，彰显了国际半导体巨头对印度市场增长潜力的认可，也将助力该邦打造更具竞争力的电子生态系统。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":["BK4543","LU0868494617.USD","LU2125154778.USD","LU0314104364.USD","LU1861215975.USD","BK4581","IE00BQXX3C00.GBP","LU1917777945.USD","LU0187121727.USD","IE0008368304.USD","KLAC","LU1923623000.USD","IE0009356076.USD","LU2106854487.HKD","LU1951200564.SGD","BK4533","IE00BQXX3F31.USD","LU2360107168.USD","LU2023250843.SGD","LU1861220033.SGD","LU1951198990.SGD","LU0274383776.USD","BK4519","BK4585","BK4588","LU0170899867.USD","BK4147","IE00BQXX3D17.EUR","LU2237438978.USD","LU2244417387.USD","LU2125154935.USD","LU1974910355.USD","LU2360032135.SGD","IE00B5949003.HKD","LU2089985449.USD","LU2023250504.SGD","LU2290526834.HKD"],"gpt_icon":0},{"id":"2611130793","title":"应用材料公司因人工智能需求推动芯片制造工具订单猛增","url":"https://stock-news.laohu8.com/highlight/detail?id=2611130793","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611130793?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 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，投资者押注人工智能需求激增和内存市场紧缩将继续推动该公司芯片制造工具的订单。应用材料公司的预测提振了其他芯片设备股。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"05d3d232f46e40291d620e6cde6d40e8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260213:nL4S3Z90RJ: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":["BK4534","LU0348723411.USD","LU0096362180.USD","BK4533","LU1951198990.SGD","LU0868494708.USD","LU1823568750.SGD","KLAC","IE00B775H168.HKD","IE00B5949003.HKD","LU1861215975.USD","LU1235294995.USD","LRCX","LU1153585028.USD","LU0957808578.USD","LU2125154935.USD","SG9999001424.SGD","LU1003077747.HKD","LU1035775433.USD","BK4585","LU0157215616.USD","LU1267930813.SGD","LU1720051108.HKD","LU2023250504.SGD","LU0256863902.USD","LU0719512351.SGD","LU2458330243.SGD","LU1366333091.USD","BK4543","LU2023251221.USD","LU0061475181.USD","LU2106854487.HKD","LU0238689110.USD","IE00B7KXQ091.USD","IE00BSNM7G36.USD","LU0545039389.USD","LU0792757196.USD","LU0889566641.SGD","LU1642822529.SGD","LU0354030511.USD","LU0158827948.USD","LU2360107168.USD","SG9999002224.SGD","IE00B4JS1V06.HKD","LU2125154778.USD","LU1674673428.USD","LU1069347547.HKD","BK4147","AMAT","LU1917777945.USD"],"gpt_icon":1},{"id":"2608380168","title":"半导体设备厂商，卖爆了","url":"https://stock-news.laohu8.com/highlight/detail?id=2608380168","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608380168?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 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意见一致：晶圆厂容量是芯片制造商扩产瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=2608833463","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608833463?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 09:45","pubTimestamp":1769996709,"startTime":"0","endTime":"0","summary":"IT之家 2 月 2 日消息，重要半导体设备制造商 ASML 阿斯麦、Lam Research 泛林、KLA 科磊上周均发布了季度财报，这三家企业在电话会议上均表示晶圆厂容量 是芯片制造商扩充产能以应对客户需求的瓶颈。IT之家此前已对 ASML 的季度财报数据进行过报道；泛林在截至 2025 年 12 月 28 日的三个月内实现 53.45 亿美元营收，环比基本持平，同比增长 22.14%；KLA 在 2026 财年 Q2营收为 32.97 亿美元，环比增长 2.71%，同比增长 7.15%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202094732a6c8140b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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内存复苏浪潮下同业更受青睐——市场快讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1178901303","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178901303?lang=zh_cn&edition=fundamental","pubTime":"2026-01-31 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| 科磊盘中大跌11.6%，Q3指引未达预期引发估值担忧与获利了结","url":"https://stock-news.laohu8.com/highlight/detail?id=1111708068","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111708068?lang=zh_cn&edition=fundamental","pubTime":"2026-01-30 23:33","pubTimestamp":1769787181,"startTime":"0","endTime":"0","summary":"半导体设备制造商科磊（KLAC）今日盘中股价大幅下挫11.6%，引起市场高度关注。消息面上，尽管公司公布的2026财年第二季度财报显示营收和每股收益均超出市场预期，但其对第三财季的业绩指引未能满足市场对人工智能驱动下加速增长的期待。公司预计第三财季营收为33.5亿美元上下浮动1.5亿美元，非GAAP每股收益预计为9.08美元上下浮动0.78美元，增长幅度相对温和。市场分析认为，此次下跌主要反映了投资者对科磊估值处于历史高位的担忧，以及对公司营收增速已连续三个季度放缓的警惕，部分投资者选择在业绩公布后进行获利了结。在当前半导体行业周期性波动的背景下，市场正在重新评估其后续的增长韧性。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["KLAC"],"gpt_icon":0},{"id":"2607042860","title":"美股异动 | 科磊(KLAC.US)大跌10% 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23:11","pubTimestamp":1769785892,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周五，科磊大跌10%，报1513.01美元。消息面上，科磊公布，截至2025年12月31日的2026财年第二财季营收33亿美元，调整后每股收益8.85美元，均超出市场预期。然而，科磊对第三财季的业绩指引未能满足市场预期。该公司第三财季指引显示，预计收入为33.5亿美元上下浮动1.5亿美元。市场分析普遍认为，此次“业绩利好、股价走跌”的背离现象，主要源于投资者对科磊估值处于历史高位的担忧，以及对公司营收增速已连续三个季度放缓的警惕。","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":"http://www.zhitongcaijing.com/content/detail/1400139.html","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":"stock_zhitongcaijing","symbols":["LU0868494617.USD","LU0187121727.USD","LU1861215975.USD","LU1974910355.USD","LU2125154778.USD","IE00B5949003.HKD","LU2360032135.SGD","BK4147","LU2360107168.USD","BK4581","BK4588","VT","LU0274383776.USD","BK4519","LU2023250843.SGD","IE0008368304.USD","LU0170899867.USD","LU2023250504.SGD","LU1923623000.USD","BK4533","LU2125154935.USD","LU1861220033.SGD","IE00BQXX3F31.USD","LU0314104364.USD","IE00BQXX3C00.GBP","KLAC","LU2106854487.HKD","LU1951198990.SGD","IE0009356076.USD","LU2244417387.USD","IE00BQXX3D17.EUR","LU2237438978.USD","LU2290526834.HKD","BK4543","LU1951200564.SGD","LU2089985449.USD","BK4585","LU1917777945.USD"],"gpt_icon":0},{"id":"1173883277","title":"异动解读 | 科磊盘前大跌10.06%，Q3指引未达预期引发估值担忧与获利了结","url":"https://stock-news.laohu8.com/highlight/detail?id=1173883277","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173883277?lang=zh_cn&edition=fundamental","pubTime":"2026-01-30 17:17","pubTimestamp":1769764674,"startTime":"0","endTime":"0","summary":"科磊今日盘前股价大跌10.06%，引起了市场的广泛关注。公司预计第三财季营收为33.5亿美元上下浮动1.5亿美元，非GAAP每股收益预计为9.08美元上下浮动0.78美元，增长幅度相对温和。市场分析认为，此次下跌主要反映了投资者对科磊估值处于历史高位的担忧，以及对公司营收增速已连续三个季度放缓的警惕，部分投资者选择在业绩公布后进行获利了结。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":["KLAC"],"gpt_icon":0},{"id":"2607798094","title":"美国研究综述-Definium Therapeutics、Kenvue、Werner Enterprises","url":"https://stock-news.laohu8.com/highlight/detail?id=2607798094","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607798094?lang=zh_cn&edition=fundamental","pubTime":"2026-01-30 15:46","pubTimestamp":1769759195,"startTime":"0","endTime":"0","summary":"美国研究综述-Definium Therapeutics、Kenvue、Werner Enterprises路透1月30日 - 华尔街证券分析师周五调整了对几家美国上市公司的评级和目标价，其中包括 Definium Therapeutics、Kenvue 和 Werner Enterprises。* Definium Therapeutics Inc DFTX.O：杰富瑞给予买入评级 * Kenvue Inc KVUE.N：杰富瑞将其评级从 \"买入 \"下调至 \"持有 * United Rentals Inc URI.N：摩根大通将目标价从1150美元下调至970美元 * Werner Enterprises Inc WERN.O：TD Cowen恢复其持有评级以下是路透周五报道的美国公司研究行动摘要。","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:20260130:nL4S3YV0R0:1","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":["DFTX","LPLA","PLXS","TSCO","CRS","LHX","EXP","SBUX","VIRT","CAT","VLO","APH","OSK","BFH","RCL","KLAC","AMP","PGR","DOV","MA","OBK","TMO","APPF","AX","BX","URI","AJG","FTNT","DECK","CMCSA","RMD","SNDR","WERN","WM","RHI","KVUE","DOW","BBT","CFR","PH","ALGM","ARE","NDAQ","IBM","NSC"],"gpt_icon":1}],"pageSize":20,"totalPage":4,"pageCount":1,"totalSize":78,"code":"91000000","status":"200"}]}}