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拉姆研究

227.64

-6.3525-2.71%

成交量：587.58万

成交额：13.55亿

市值：2,842.67亿

市盈率：46.72

高：236.84

开：234.50

低：225.24

收：233.99

52周最高：256.68

52周最低：56.32

股本：12.49亿

流通股本：12.49亿

量比：0.95

换手率：0.47%

股息：1.01

股息率：0.44%

每股收益(TTM):4.87

每股收益(LYR):4.17

净资产收益率：65.56%

总资产收益率：21.05%

市净率：28.02

市盈率(LYR):54.64

数据加载中...

总览公司新闻资讯公告

拉姆研究(LRCX)股票3月19日开盘下跌3.41%：背后推手曝光

TradingKey中文

拉姆研究(LRCX)股票3月17日收盘上涨3.24%：释放什么信号？

TradingKey中文

半导体设备生变在即! 应用材料与泛林围猎Besi 欲拿下卡着AI与存储脖子的“混合键合”

独家-消息人士称，先进芯片封装需求激增，BESI 引发收购兴趣

泛林集团盘中异动早盘股价大涨3.04%报217.57美元

IBM签署协议涵盖新型材料、先进制程及高数值孔径EUV光刻技术研发

拉姆研究股票3月3日盘中下跌6.22%：原因全解读

TradingKey中文

泛林集团盘中异动快速上涨3.06%

【海翔科技】泛林半导体 Lam Research Argos 系列二手刻蚀/蚀刻设备

拉姆研究加大博伊西投资力度支撑美国半导体制造业预期增长

泛林集团盘中异动早盘股价大涨3.49%

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

泛林集团与CEA-Leti达成协议，加速化合物半导体及特种工艺研发

集邦化合物半导体

半导体设备厂商，卖爆了

泛林集团盘中异动早盘快速上涨3.06%报244.77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

异动解读 | 业绩全线超预期，AI需求推动拉姆研究盘前大涨5.27%

"美版ASML"业绩狂飙！Lam Research电话会：预计2026年全球晶圆厂设备市场将冲刺1350亿美元

华尔街见闻

异动解读 | 业绩全线超预期，AI需求推动拉姆研究夜盘大涨5.38%

业绩全线“爆表”！泛林集团(LRCX.US)营收大涨22% Q3指引远超市场预期

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AI需求正推动晶圆制造设备市场的增长。","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/261691334-market-movers-lrcx-20260317","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":["BK4551","IE0005OL40V9.USD","BK4588","LU0823434740.USD","LU0274383776.USD","LU0256863902.USD","BK4585","IE00BQXX3C00.GBP","LU0957791311.USD","LU0868494708.USD","LU1720051108.HKD","LRCX","LU2250418816.HKD","LU0444973449.USD","IE00BJJMRX11.SGD","LU0096362180.USD","LRCU","LU0187121727.USD","LU2089985449.USD","LU2357305700.SGD","IE00B5949003.HKD","LU1670627923.USD","LU1917777945.USD","LU0348723411.USD","IE00BN29S564.USD","IE00B7KXQ091.USD","IE00BSNM7G36.USD","LU1670628061.USD","IE00BJJMRY28.SGD","LU1720051017.SGD","LU0868494617.USD","LU2360106780.USD","BK4581","IE00BQXX3D17.EUR","LU1642822529.SGD","BK4567","LU0444971666.USD","LU0823434583.USD","LU1069347547.HKD","LU1852331112.SGD","LU0957808578.USD","LU0056508442.USD","LU0417517546.SGD","LU0081259029.USD","BK4147","BK4533","LU0082616367.USD","LU1035773651.USD","LU2931357623.SGD","LU0157215616.USD"],"gpt_icon":0},{"id":"2619110190","title":"半导体设备生变在即! 应用材料与泛林围猎Besi 欲拿下卡着AI与存储脖子的“混合键合”","url":"https://stock-news.laohu8.com/highlight/detail?id=2619110190","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619110190?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 21:06","pubTimestamp":1773407183,"startTime":"0","endTime":"0","summary":"应用材料此前于2025年4月收购了BE Semiconductor 约9%的股份。这项技术卡着AI芯片与存储芯片的“脖子”先进封装已成为驱动算力持续提升的“后摩尔时代”新引擎，键合技术的性能直接决定了集成系统的上限。全球半导体设备行业格局即将生变应用材料与泛林抢购BE Semiconductor这件事的本质不是普通并购，而是谁能抢下AI时代最稀缺的封装“瓶颈设备控制权”。如果最终由应用材料或泛林其中一家拿下Besi，意味着整个半导体设备行业格局将发生重大变化。","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":"http://www.zhitongcaijing.com/content/detail/1413874.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0158827781.USD","LU0949170772.SGD","LU2413666426.HKD","LU1815336760.USD","LU2111349929.HKD","IE00BD6J9T35.USD","LU0553294199.USD","LU0889565833.HKD","LRCX","BK4519","LU0444971666.USD","LU1642822529.SGD","LU0792757196.USD","LU1917777945.USD","LU1803068979.SGD","LU2089985449.USD","IE00BQXX3F31.USD","LU0738911758.USD","GB00BDT5M118.USD","LU0158827948.USD","LU1815333072.USD","LU0354030438.USD","LU1003077747.HKD","LU1069344957.HKD","LU2028103732.USD","LU2931357623.SGD","LU1989773731.SGD","LU2106854487.HKD","LU0476273544.USD","LU0081259029.USD","LU1974910355.USD","BK4588","LU0238689110.USD","IE00B5949003.HKD","LU2023250504.SGD","LU2089283258.USD","LU0079474960.USD","LU0061474960.USD","LU0957791311.USD","BK4543","LU0942090050.USD","LU1868837136.USD","LU0109392836.USD","BK4585","IE0009356076.USD","BK4518","IE00BQXX3C00.GBP","LU2089284900.SGD","BK4516","IE00BSNM7G36.USD","LU0011850046.USD","LU0444973449.USD","SG9999002232.USD","LU2458330243.SGD","LU2271345857.HKD","SG9999002224.SGD","BK4535","LU1046421795.USD","LU1868836591.USD","AMAT","BK4567","LU1267930813.SGD","LU1674673691.USD","LU2023250843.SGD","IE00BQXX3D17.EUR","LU2413666699.HKD","LU2458330169.SGD","LU0354030511.USD","LU0868494708.USD","BK4533","04336","LU0545039389.USD","LU0868494617.USD","SG9999001424.SGD","LU0889566641.SGD","LU1153585028.USD","LU0096364046.USD","LU2023251221.USD","LU1868837300.USD","LU0096362180.USD","LU0274383776.USD","LU1035775433.USD","LU0661504455.SGD","BK4147","LU1674673428.USD","LU1989763005.USD","LU1868836757.USD","LU0347712357.USD","LU0061475181.USD","LU1823568750.SGD","LU0348723411.USD","LU0957808578.USD","BK4534","LU1721428933.USD","LU1868836914.USD","LU1778281490.HKD"],"gpt_icon":0},{"id":"2619143154","title":"独家-消息人士称，先进芯片封装需求激增，BESI 引发收购兴趣","url":"https://stock-news.laohu8.com/highlight/detail?id=2619143154","media":"路透中文","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619143154?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 07:36","pubTimestamp":1773358587,"startTime":"0","endTime":"0","summary":"独家-消息人士称，先进芯片封装需求激增，BESI 引发收购兴趣Milana Vinn/Amy-Jo Crowley路透纽约/伦敦3月12日 - 据三位熟悉内情的人士透露，必益半导体工业公司BESI.AS收到了收购意向，因为对其芯片封装技术的需求对半导体设备制造商来说已变得越来越重要。不过，包括 Lam Research 在内的竞购者仍然对 BESI 感兴趣，并在最近举行了会谈。2024 年，BESI 援引媒体关于涉及该公司的战略交易的报道称，它将继续致力于执行其作为一家独立公司的战略。","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:20260312:nL4S400284:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BD6J9T35.USD","LU0320765646.SGD","LU1035773651.USD","LRCX","LU2089284900.SGD","IE00B4JS1V06.HKD","LU1069347547.HKD","LU1074936037.SGD","LU1868837136.USD","LU0061474960.USD","AMAT","LRCU","LU0444971666.USD","LU1989763005.USD","LU2023251221.USD","LU1548497426.USD","LU1035775433.USD","IE00BJJMRY28.SGD","LU1244550221.USD","LU0354030438.USD","LU1791710400.SGD","BK4551","LU0348723411.USD","LU2106854487.HKD","LU1668664300.SGD","LU2028103732.USD","LU0823434740.USD","BK4147","GB00BDT5M118.USD","LU1732800096.USD","LU2413666426.HKD","SG9999001424.SGD","LU2244417387.USD","LU0868494617.USD","LU1852331112.SGD","LU1989772840.SGD","LU0096364046.USD","LU1235294995.USD","LU1791710582.SGD","LU2458330243.SGD","LU1153585028.USD","LU0274383776.USD","LU0314104364.USD","LU0106261372.USD","LU1244550494.USD","IE00B5949003.HKD","BK4518","IE00B7KXQ091.USD","IE0009356076.USD","LU0011850046.USD"],"gpt_icon":0},{"id":"2618993248","title":"泛林集团盘中异动 早盘股价大涨3.04%报217.57美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2618993248","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618993248?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 22:46","pubTimestamp":1773153961,"startTime":"0","endTime":"0","summary":"北京时间2026年03月10日22时46分，泛林集团股票出现异动，股价急速拉升3.04%。截至发稿，该股报217.57美元/股，成交量182.927万股，换手率0.15%，振幅3.04%。泛林集团股票所在的半导体行业中，整体涨幅为1.95%。泛林集团公司简介：泛林集团是全球最大的半导体晶圆制造设备制造商之一。泛林集团在蚀刻领域占有最大的市场份额，在沉积领域占有第二大市场份额。","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=nesSN20260310224602a6b5c1a3&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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涵盖新型材料、先进制程及高数值孔径EUV光刻技术研发","url":"https://stock-news.laohu8.com/highlight/detail?id=1102580798","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102580798?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 21:08","pubTimestamp":1773148099,"startTime":"0","endTime":"0","summary":"IBM近日宣布达成一项重要合作协议，该协议将聚焦于三大关键领域的技术突破：新型半导体材料的创新研发、先进制造工艺的优化升级，以及高数值孔径极紫外光刻技术的深度开发。这项战略布局不仅强化了IBM在半导体领域的技术壁垒，更为全球芯片制造产业链的协同创新提供了重要范本。","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4579","LU0187121727.USD","LU2089985449.USD","IE0009356076.USD","LU0096362180.USD","LU0061475181.USD","IBM","IE00BFSS8Q28.SGD","LU0444973449.USD","IE0004445015.USD","IE00BN29S564.USD","LU1823568750.SGD","IE00BQXX3F31.USD","IE00B775H168.HKD","IE00BSNM7G36.USD","LU2023250843.SGD","LU0957808578.USD","LU2023250504.SGD","LU1917777945.USD","BK4575","LU1852331112.SGD","LU1815333072.USD","LU0942090050.USD","LU0719512351.SGD","LU1880398554.USD","IE00BQXX3D17.EUR","LU0868494617.USD","IE00BJJMRY28.SGD","LU0417517546.SGD","LU0081259029.USD","LU1035773651.USD","LU2360106780.USD","LU0097036916.USD","LU0321505439.SGD","IE00B5949003.HKD","LU1548497426.USD","BK4612","LU0823434740.USD","LU1366333091.USD","LU0348723411.USD","LU0476273544.USD","LU1894683348.USD","BK4581","LU2244417387.USD","LU1046421795.USD","LU1778281490.HKD","BK4543","LU0157215616.USD","LU1430594728.SGD","LU1720051017.SGD","LU2357305700.SGD","BK4567","LU2931357623.SGD","IE00B7KXQ091.USD","IE00BQXX3C00.GBP","BK4147","LU1674673691.USD","BK4538","LU1642822529.SGD","LU1585245621.USD","BK4585","LU1894683264.USD","IE00B4JS1V06.HKD","LU1670628061.USD","IE00BFSS7M15.SGD","LU1235294995.USD","LU0256863811.USD","BK4533","LU1880398471.USD","BK4588","LU1670627923.USD","IE00BJJMRX11.SGD","BK4134","BK4534","LRCU","LU0444971666.USD","LU0957791311.USD","LU0082616367.USD","LU0823434583.USD","LU0056508442.USD","LRCX","LU1069347547.HKD","LU1974910355.USD","LU1883839398.USD","LU0321505868.SGD","LU1674673428.USD","LU0274383776.USD","LU0061474960.USD","LU2250418816.HKD","LU1815336760.USD","BK4602","LU2106854487.HKD","LU0256863902.USD","BK4551","LU1720051108.HKD","LU0868494708.USD","IE0005OL40V9.USD"],"gpt_icon":0},{"id":"2616796283","title":"拉姆研究股票3月3日盘中下跌6.22%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2616796283","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616796283?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 04:16","pubTimestamp":1772568990,"startTime":"0","endTime":"0","summary":"• Lam Research股价随大盘走低而下跌。\n• 地缘政治紧张局势和油价波动影响了投资者情绪。\n• 公司正面临毛利率下滑及中国市场收入带来的不利影响。","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/261641332-market-movers-lrcx-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":["LU0097036916.USD","BK4588","IE0009356076.USD","LU1720051108.HKD","IE00BFSS7M15.SGD","IE00BQXX3F31.USD","LU0256863811.USD","LU0061475181.USD","LRCX","IE00B7KXQ091.USD","BK4581","IE00BFSS8Q28.SGD","LU0868494708.USD","IE00BQXX3D17.EUR","LU0444973449.USD","LU1235294995.USD","LU2089985449.USD","LU0348723411.USD","LU0056508442.USD","LU2023250843.SGD","BK4147","LU1035773651.USD","LU1670627923.USD","LU1815333072.USD","LU2106854487.HKD","LU1046421795.USD","LRCU","BK4533","BK4567","LU1366333091.USD","LU2023250504.SGD","LU0868494617.USD","LU1815336760.USD","IE00BJJMRX11.SGD","LU1720051017.SGD","IE00B4JS1V06.HKD","LU0719512351.SGD","LU0157215616.USD","LU1548497426.USD","LU1917777945.USD","IE00BQXX3C00.GBP","IE0005OL40V9.USD","LU0417517546.SGD","LU0082616367.USD","LU1823568750.SGD","LU0081259029.USD","LU2244417387.USD","LU2931357623.SGD","LU0187121727.USD","LU0942090050.USD"],"gpt_icon":0},{"id":"2614032714","title":"泛林集团盘中异动 快速上涨3.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614032714","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614032714?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 22:33","pubTimestamp":1772030011,"startTime":"0","endTime":"0","summary":"北京时间2026年02月25日22时33分，泛林集团股票出现异动，股价大幅拉升3.06%。截至发稿，该股报251.73美元/股，成交量34.2511万股，换手率0.03%，振幅1.21%。泛林集团股票所在的半导体行业中，整体涨幅为0.98%。泛林集团公司简介：泛林集团是全球最大的半导体晶圆制造设备制造商之一。泛林集团在蚀刻领域占有最大的市场份额，在沉积领域占有第二大市场份额。","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=nesSN20260225223332a4c7a8a1&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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Lam Research Argos 系列 二手刻蚀/蚀刻设备","url":"https://stock-news.laohu8.com/highlight/detail?id=2614303274","media":"与非网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614303274?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 15:30","pubTimestamp":1772004626,"startTime":"0","endTime":"0","summary":"随着半导体产业成本控制需求升级，二手Argos系列设备的市场化流通日益频繁。海翔科技基于多年半导体设备运维经验，严格遵循SEMI行业规范及《进口旧机电产品检验监督管理办法》，建立了涵盖拆机评估、整机检测、现场验机的全流程质量管控体系，为二手Argos设备的合规复用提供技术保障。同时，核查设备技术文件完整性，包括原厂合格证、维护记录等，确保Argos设备合规性。","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=nesSN20260225154216a71d20b5&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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早盘股价大涨3.49%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611198409","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611198409?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 22:30","pubTimestamp":1770993026,"startTime":"0","endTime":"0","summary":"北京时间2026年02月13日22时30分，泛林集团股票出现波动，股价大幅上涨3.49%。截至发稿，该股报239.36美元/股，成交量39.3869万股，换手率0.03%，振幅1.25%。泛林集团股票所在的半导体行业中，整体涨幅为0.00%。泛林集团公司简介：泛林集团是全球最大的半导体晶圆制造设备制造商之一。泛林集团在蚀刻领域占有最大的市场份额，在沉积领域占有第二大市场份额。","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=nesSN20260213223026a4a13256&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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17:55","pubTimestamp":1770976553,"startTime":"0","endTime":"0","summary":"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应用材料公司预计第二季度营收和利润高于预期分析师预计公司将受益于人工智能基础设施支出同行 ASML 和 Lam Research 股价涨幅超过 1%. 路透2月13日 - 应用材料公司周五盘前交易中股价大涨11.7%，原因是该公司此前预计第二季度营收和利润高于华尔街预期 ，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":"hk","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":["BK4585","KLAC","LU0354030511.USD","LU0868494708.USD","LU1069347547.HKD","LU0545039389.USD","LU0157215616.USD","LU1720051108.HKD","LU0719512351.SGD","SG9999001424.SGD","LU2106854487.HKD","LU2125154778.USD","IE00BSNM7G36.USD","LRCX","IE00B4JS1V06.HKD","LU0889566641.SGD","LU1153585028.USD","LU1951198990.SGD","LU2023251221.USD","LU2458330243.SGD","SG9999002224.SGD","LU1642822529.SGD","LU0792757196.USD","LU0096362180.USD","LU2125154935.USD","LU1235294995.USD","LU1035775433.USD","LU1917777945.USD","AMAT","BK4147","IE00B7KXQ091.USD","LU0238689110.USD","LU1674673428.USD","IE00B5949003.HKD","LU1366333091.USD","LU0256863902.USD","LU1267930813.SGD","LU2023250504.SGD","IE00B775H168.HKD","LU0061475181.USD","LU1823568750.SGD","LU0348723411.USD","LU0957808578.USD","BK4534","LU0158827948.USD","LU1861215975.USD","LU2360107168.USD","BK4543","LU1003077747.HKD","BK4533"],"gpt_icon":1},{"id":"2611019847","title":"泛林集团与CEA-Leti达成协议，加速化合物半导体及特种工艺研发","url":"https://stock-news.laohu8.com/highlight/detail?id=2611019847","media":"集邦化合物半导体","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611019847?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 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早盘快速上涨3.06%报244.77美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608384827","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608384827?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 22:30","pubTimestamp":1770129042,"startTime":"0","endTime":"0","summary":"北京时间2026年02月03日22时30分，泛林集团股票出现波动，股价大幅上涨3.06%。截至发稿，该股报244.77美元/股，成交量33.3342万股，换手率0.03%，振幅0.56%。泛林集团股票所在的半导体行业中，整体涨幅为0.00%。泛林集团公司简介：泛林集团是全球最大的半导体晶圆制造设备制造商之一。泛林集团在蚀刻领域占有最大的市场份额，在沉积领域占有第二大市场份额。","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=nesSN2026020322304397a4b1d6&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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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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业绩全线超预期，AI需求推动拉姆研究盘前大涨5.27%","url":"https://stock-news.laohu8.com/highlight/detail?id=1192316240","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192316240?lang=zh_cn&edition=fundamental","pubTime":"2026-01-29 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Research电话会：预计2026年全球晶圆厂设备市场将冲刺1350亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2607870846","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607870846?lang=zh_cn&edition=fundamental","pubTime":"2026-01-29 14:46","pubTimestamp":1769669204,"startTime":"0","endTime":"0","summary":"财报显示，2025年Lam Research营收创纪录达206亿美元，每股收益激增49%，新产品Aqara装机量翻倍。CEO在电话会上预测2026年全球晶圆厂设备市场将跃升至1350亿美元，虽受洁净室短缺制约，但下半年增长强劲。HBM与先进封装成核心引擎，预计后者增速超40%，NAND升级亦加速推进。","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3764431","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764431","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":["LU2106854487.HKD","LU0348723411.USD","IE00BQXX3C00.GBP","IE00BN29S564.USD","LU2089985449.USD","IE00BFSS7M15.SGD","BK4588","LU0868494708.USD","LU1548497426.USD","BK4147","LU0061475181.USD","LU0957808578.USD","IE0004445239.USD","LU0256863811.USD","LU1720051108.HKD","LU0345774391.USD","LU0157215616.USD","LU1366333091.USD","LU0444973449.USD","BK4585","LU0081259029.USD","BK4533","IE0004445015.USD","LU2360106780.USD","LU0096362180.USD","BK4543","LU0417517546.SGD","LU0957791311.USD","LRCX","IE00BFSS8Q28.SGD","LU1235294995.USD","IE00B7KXQ091.USD","LU0082616367.USD","LU2931357623.SGD","LU1046421795.USD","IE00B775H168.HKD","LU0187121727.USD","LU0345774631.USD","LU1670627923.USD","LU1642822529.SGD","IE00BJJMRY28.SGD","LU1670628061.USD","LU0823434583.USD","LU0256863902.USD","IE00B5949003.HKD","IE00BQXX3D17.EUR","LU2244417387.USD","IE0005OL40V9.USD","IE00BD6J9T35.USD","LU2357305700.SGD","LU0061474960.USD","LU0823434740.USD","LU0476273544.USD","LU1720051017.SGD","LU1815336760.USD","LU0868494617.USD","LU1823568750.SGD","LU2023250504.SGD","LU0719512351.SGD","LU1035773651.USD","LU2250418816.HKD","LU2063271972.USD","IE0009356076.USD","LU1917777945.USD","LU0444971666.USD","LU0274383776.USD","LU1734074674.USD","BK4567","LU0056508442.USD","IE00BJJMRX11.SGD","BK4581","03165","LU1815333072.USD","IE00BQXX3F31.USD","IE00BSNM7G36.USD","BK4551","IE00B4JS1V06.HKD","LU2023250843.SGD","LU1069347547.HKD","LU0942090050.USD","LU1974910355.USD","LU1852331112.SGD","LU0097036916.USD"],"gpt_icon":1},{"id":"1179368255","title":"异动解读 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