美股详情

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拉姆研究

148.26

-5.0600-3.30%

盘前：148.800.5400+0.36%06:03 EST

成交量：1,507.61万

成交额：22.56亿

市值：1,862.19亿

市盈率：32.72

高：152.95

开：147.51

低：145.37

收：153.32

52周最高：167.15

52周最低：56.32

股本：12.56亿

流通股本：12.56亿

量比：1.41

换手率：1.20%

股息：0.95

股息率：0.64%

每股收益(TTM):4.53

每股收益(LYR):4.17

净资产收益率：62.26%

总资产收益率：19.51%

市净率：18.27

市盈率(LYR):35.59

数据加载中...

总览公司新闻资讯公告

Fabric8labs：融资由Nea和Intel Capital牵头，现有投资者拉姆研究、TDK Ventures、Se Ventures等参与

泛林集团盘中异动早盘快速下跌3.02%报161.34美元

美国初创公司 Substrate 发布芯片制造工具，称可与 ASML 匹敌

对冲基金AI投资风向转变：半导体受宠，关注转向小公司

异动解读 | 业绩超预期、前景乐观，拉姆研究盘中大涨5.02%

BUZZ--美国股票走势-借贷俱乐部、孩之宝、英特尔

BUZZ-林氏研究公司第二季度业绩预测乐观，股价上涨

《美股》芯片设备股Lam Research(LRCX.US)上季收入及盈利胜预期本季指引优于预期

美国研究综述-艾利丹尼森、Expedia Group、Hologic

美国研究综述-艾利丹尼森、Expedia Group、Hologic

AI需求引爆设备采购！拉姆研究Q1业绩全线超预期，指引再证行业高景气

芯片制造工具需求旺盛，Lam Research 预计季度营收乐观

拉姆研究：2025年12月28日结束的季度前景，非公认会计准则收入为52亿美元，误差范围为 +/- 3亿美元

异动解读 | 拉姆研究股价盘中大跌5.01%，AI需求强劲难抵估值压力和贸易政策担忧

异动解读 | 人工智能需求强劲，拉姆研究股价却盘中大跌5.01%

BUZZ-前瞻：投资者关注人工智能需求，Lam Research 下跌

美国研究综述-美国运通、eBay、甲骨文

美国股票-经济忧虑加剧，华尔街从收盘纪录高点回落

美国股票-纽约联储调查引发劳动力市场担忧，华尔街下滑

美国研究综述-伯克希尔-哈撒韦、福特、通用汽车

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Substrate 发布芯片制造工具，称可与 ASML 匹敌","url":"https://stock-news.laohu8.com/highlight/detail?id=2578495070","media":"路透中文","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578495070?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 21:46","pubTimestamp":1761659173,"startTime":"0","endTime":"0","summary":"ASML 没有立即回应置评请求。Substrate 公司表示，它已开发出一种使用 X 射线光的光刻技术，能够以与 ASML 制造的最先进芯片制造工具相当的分辨率打印特征，而 ASML 制造的芯片制造工具的单价超过 4 亿美元。该公司提供的高分辨率图片展示了 Substrate 工具的功能。\"最终，这将取代台积电和 ASML\"。Proud 说，该公司没有直接从政府获得资金，但美国官员对 Substrate 的努力很感兴趣。","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:20251028:nL4S3W91N6:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0719512351.SGD","AMAT","BK4605","LU2111349929.HKD","LU0868494708.USD","BK4575","BK4554","LU0348723411.USD","LU1815333072.USD","LU2106854487.HKD","LU1035775433.USD","LU1642822529.SGD","LU1674673691.USD","IE0005OL40V9.USD","LU0011850046.USD","IE00BSNM7G36.USD","LU1823568750.SGD","LRCX","LU2089283258.USD","SG9999001424.SGD","IE00BJJMRY28.SGD","IE0009356076.USD","BK4585","LU0158827948.USD","LU0158827781.USD","LU2271345857.HKD","IE00B4JS1V06.HKD","LU0082616367.USD","LU1778281490.HKD","LU1917777945.USD","LU2148611432.USD","LU0957791311.USD","LU0274383776.USD","BK4527","LU1153585028.USD","LU1803068979.SGD","LU2089284900.SGD","LU2931357623.SGD","LU1035773651.USD","LU0321505439.SGD","LU0157215616.USD","LU0476273544.USD","LU1069347547.HKD","LU1670627923.USD","BK4515","LU0444973449.USD","LU2023250843.SGD","LU2089985449.USD","IE00B5949003.HKD"],"gpt_icon":1},{"id":"2578522499","title":"对冲基金AI投资风向转变：半导体受宠，关注转向小公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2578522499","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578522499?lang=zh_cn&edition=fundamental","pubTime":"2025-10-25 09:28","pubTimestamp":1761355723,"startTime":"0","endTime":"0","summary":"而全球对冲基金10月大量买入半导体及相关芯片行业股票，股票买盘集中在多头仓位，押注亚洲和美国公司的股票将上涨。不过，高盛表示，对冲基金对科技股的热情已发生转变。对冲基金的热情开始愈发转向半导体及其相关设备，这一转变开始于9月。此外，报告称，对冲基金也不再普遍关注那些较大的科技公司，即所谓的“七巨头”，转而开始更关注与AI概念相关的、体量更小的公司。","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=nesSN2025102509292494dc753e&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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| 业绩超预期、前景乐观，拉姆研究盘中大涨5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101719830","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101719830?lang=zh_cn&edition=fundamental","pubTime":"2025-10-24 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01:49","pubTimestamp":1761241788,"startTime":"0","endTime":"0","summary":".N美国东部时间13时32分，道琼斯工业平均指数.DJI上涨0.25%，报46,706.52点。标普500指数.SPX上涨0.52%，报6734.30点；纳斯达克综合指数.IXIC上涨0.79%，报22920.21点。","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:20251023:nL4T3W41RA: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":["SMPL","LRCX","APH","DAR","PKG","XOM","NRGV","WMB","INTC","ITGR","PCG","HON","RIVN","DOW","TNGX","AMTB","LUV","IMAX","LVS","DCOM","VTYX","ZION","TMUS","LAZ","TE","CVNA","BX","TSCO","EGBN","AAL","CVX","SCCO","APA","WST","MOH","ROP","AA","MRNA","URI"],"gpt_icon":1},{"id":"2577585917","title":"BUZZ-林氏研究公司第二季度业绩预测乐观，股价上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2577585917","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577585917?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 22:48","pubTimestamp":1761230902,"startTime":"0","endTime":"0","summary":"** 覆盖该股的 32 家券商中，有 23 家建议给予 \"买入 \"评级，其他券商建议给予 \"持有 \"评级；该股的预测中值为 160 美元 - LSEG** 截至上次收盘，该股今年累计上涨近一倍(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":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3b92fe04a513f3d321991c05e3d1eb98","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251023:nL4S3W41HD: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":["IE00BJJMRY28.SGD","LU0444973449.USD","LU0719512351.SGD","LU0545562505.USD","LU2023250504.SGD","LU1974910355.USD","BK4543","LSEG.UK","IE0005OL40V9.USD","LU1355424745.HKD","LU0345777659.USD","LU2506951875.HKD","LU0061475181.USD","LU0526926950.USD","LU2111349929.HKD","LU2023251221.USD","LU2506951958.HKD","LU0444971666.USD","LU2506952097.USD","LU0823417737.USD","LU2028103732.USD","LU2106854487.HKD","BK4567","LU0957808578.USD","LU0511384066.AUD","LU1228905540.USD","LU0096362180.USD","LU0175139822.USD","LU2023250843.SGD","LU0157215616.USD","LU1003076772.USD","LRCX","LU1051770623.HKD","LU1019632923.USD","LU0957791311.USD","LU0171276677.USD","LU0158827781.USD","BK4551","IE00B4JS1V06.HKD","LU0289961442.SGD","LU0887340254.USD","BK4585","LU0061474960.USD","BK4533","IE00BKPKM643.USD","LU2089284900.SGD","LU0963555726.SGD","LU0823417653.USD","IE00BJJMRX11.SGD","LU0069063385.USD"],"gpt_icon":0},{"id":"2577520379","title":"《美股》芯片设备股Lam Research(LRCX.US)上季收入及盈利胜预期  本季指引优于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2577520379","media":"AASTOCKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577520379?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 16:32","pubTimestamp":1761208320,"startTime":"0","endTime":"0","summary":"美国大型芯片设备股Lam Research(LRCX.US)公布9月28日止季度财报，美国通用会计准则(GAAP)下，收入达53.24亿美元，按季增3%，并胜市场预期的52.3亿美元。每股摊薄盈利1.24美元；经调整每股盈利1.26美元，按年跌5%，亦胜市场预期的每股1.22美元。公司预期截至12月28日止季度，收入介...","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20221205105919046_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20221205105919046_s.jpg"],"rights":{"source":"aastocks_forex","url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1478707&catg=1","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1478707&catg=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":"aastocks_forex","symbols":["LU2931357623.SGD","IE00BQXX3C00.GBP","LU2023250504.SGD","IE00BFSS8Q28.SGD","LU0444973449.USD","LU1366333091.USD","LU0957808578.USD","LU0061474960.USD","LU0082616367.USD","LU0157215616.USD","LU0081259029.USD","BK4147","LU2106854487.HKD","IE00BQXX3F31.USD","BK4588","LU1670628061.USD","IE00B7KXQ091.USD","LU0096362180.USD","LU2089985449.USD","LU0348723411.USD","LU1642822529.SGD","LU1069347547.HKD","BK4543","BK4551","LRCX","IE00BJJMRX11.SGD","BK4533","BK4567","LU1815333072.USD","IE00BN29S564.USD","LU1917777945.USD","LU2023250843.SGD","BK4581","LU0274383776.USD","IE0005OL40V9.USD","IE0009356076.USD","IE00BFSS7M15.SGD","LU1235294995.USD","LU1046421795.USD","IE00B4JS1V06.HKD","IE00BJJMRY28.SGD","LU0444971666.USD","LU1670627923.USD","IE00BQXX3D17.EUR","LU1974910355.USD","LU1815336760.USD","LU0476273544.USD","IE0004445015.USD","LU0061475181.USD","LU1035773651.USD"],"gpt_icon":0},{"id":"2577373537","title":"美国研究综述-艾利丹尼森、Expedia Group、Hologic","url":"https://stock-news.laohu8.com/highlight/detail?id=2577373537","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577373537?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 15:30","pubTimestamp":1761204659,"startTime":"0","endTime":"0","summary":"美国研究综述-艾利丹尼森、Expedia Group、Hologic路透10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，其中包括艾利丹尼森、Expedia Group 和 Hologic。要闻  * 艾利丹尼森公司AVY.N：摩根大通将其评级从中性上调至增持 * Expedia Group Inc EXPE.O：KeyBanc给予其行业增持评级 * Hologic Inc HOLX.O：Stephens将其评级从 \"增持 \"下调至 \"等权重\"。","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:20251023:nL4S3W40IO: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":["JAZZ","LU2750360641.GBP","KREF","CBU","LRCX","LU1923622291.USD","EXPE","LII","LU2764263039.SGD","GEV","GPC","IDYA","OFG","CME","LU0472753341.HKD","ALKS","ARCT","CPRI","DKNG","LVS","NRIX","HOLX","T","FRPT","LU1228905037.USD","BIOA","LU0070217475.USD","BHB","NTRS","GSHD","RL","GPOR","MBCN","MOS","CCI","AVY","ELV","FI","BKNG","MRNA","LU0545562505.USD","LC","HLT","LU2249611893.SGD","LU2125909759.SGD","LU0957808578.USD","FULT","APH","BSX","DECK"],"gpt_icon":0},{"id":"2577373531","title":"美国研究综述-艾利丹尼森、Expedia Group、Hologic","url":"https://stock-news.laohu8.com/highlight/detail?id=2577373531","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577373531?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 15:30","pubTimestamp":1761204659,"startTime":"0","endTime":"0","summary":"美国研究综述-艾利丹尼森、Expedia Group、Hologic路透10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，其中包括艾利丹尼森、Expedia Group 和 Hologic。要闻  * 艾利丹尼森公司AVY.N：摩根大通将其评级从中性上调至增持 * Expedia Group Inc EXPE.O：KeyBanc给予其行业增持评级 * Hologic Inc HOLX.O：Stephens将其评级从 \"增持 \"下调至 \"等权重\"。","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:20251023:nL4T3W40IO: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":["GEV","IE00BFXG0V08.USD","KREF","DKNG","NRIX","FULT","FI","GSHD","ALKS","OFG","BKNG","GPC","HLT","LU1244550221.USD","IDYA","BK4173","FRPT","LU0061475181.USD","ARCT","MOS","AVY","LU1720051017.SGD","RL","IE0004086264.USD","ELV","LC","JAZZ","CME","CCI","T","NTRS","CBU","APH","BSX","CPRI","HOLX","EXPE","GPOR","LRCX","MRNA","DECK","LU0154245673.USD","BHB","LVS","LU1228905540.USD","IE00BVYPNW00.USD","LU2362540622.SGD","LII","BIOA","MBCN"],"gpt_icon":0},{"id":"2577466493","title":"AI需求引爆设备采购！拉姆研究Q1业绩全线超预期，指引再证行业高景气","url":"https://stock-news.laohu8.com/highlight/detail?id=2577466493","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577466493?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 08:16","pubTimestamp":1761178571,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，得益于芯片制造商正加大对用于生产人工智能应用所需半导体的设备的采购力度，泛林集团周三公布了超预期的第一财季财报和业绩指引。财报显示，在截至9月28日的第一财季中，泛林集团实现营收53.2亿美元，同比增长27%，超出市场预期的52.3亿美元。这些用于制造芯片的设备技术复杂且价格昂贵，泛林集团等公司因此直接受益。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1358481.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"AI需求引爆设备采购！拉姆研究Q1业绩全线超预期，指引再证行业高景气","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4543","LU1823568750.SGD","BK4581","IE0009356076.USD","BK4551","BK4588","LU0061475181.USD","LU0157215616.USD","LU0444971666.USD","LU0476273544.USD","LU1815333072.USD","LU2023250843.SGD","LU0081259029.USD","LU1035773651.USD","BK4567","LU1235294995.USD","LU1366333091.USD","LU1069347547.HKD","LU0348723411.USD","LRCX","LU0096362180.USD","LU1642822529.SGD","LU1046421795.USD","IE00B7KXQ091.USD","LU1670627923.USD","IE00B4JS1V06.HKD","IE00BJJMRY28.SGD","LU0957791311.USD","BK4585","IE00BFSS7M15.SGD","LU2089985449.USD","IE00BN29S564.USD","BK4147","IE0005OL40V9.USD","IE00BQXX3D17.EUR","LU0082616367.USD","LU2106854487.HKD","IE00BJJMRX11.SGD","IE00B775H168.HKD","LU0957808578.USD","IE00BFSS8Q28.SGD","BK4533","LU2023250504.SGD","LU1815336760.USD","IE00BQXX3F31.USD","LU1917777945.USD","LU1670628061.USD","LU2931357623.SGD","IE0004445015.USD","LU0061474960.USD"],"gpt_icon":0},{"id":"2577312804","title":"芯片制造工具需求旺盛，Lam Research 预计季度营收乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=2577312804","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577312804?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 05:14","pubTimestamp":1761167647,"startTime":"0","endTime":"0","summary":"芯片制造工具需求旺盛，Lam Research 预计季度营收乐观路透10月22日 - Lam Research LRCX.O周三预计第二季度营收将高于华尔街预期，原因是芯片制造商订购了更多该公司用于制造人工智能应用半导体的设备。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3b92fe04a513f3d321991c05e3d1eb98","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251022:nL4S3W31LC: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":["LU0792757196.USD","IE00B7KXQ091.USD","LU1861214812.USD","IE0004445015.USD","BK4512","LRCX","LU1670628061.USD","LU2458330243.SGD","IE00BZ199S13.USD","LU1992135399.USD","BK4534","IE00BFSS7M15.SGD","LU0868494617.USD","LU1670710661.SGD","LU1244550577.SGD","LU0109392836.USD","BK4519","IE00BQXX3D17.EUR","IE00BD6J9T35.USD","BK4533","BK4147","LU1046421795.USD","LU0957808578.USD","LU2237443622.USD","BK4551","LU2237443549.SGD","BK4543","LU1244550494.USD","LU1989773731.SGD","ADI","LU1670710588.SGD","LU2237443382.USD","LU2458330169.SGD","LU1978683503.SGD","LU1974910355.USD","LU0354030438.USD","IE00BQXX3C00.GBP","BK4141","IE00BQXX3F31.USD","AMAT","LU2023251221.USD","IE00BN29S564.USD","IE00B775H168.HKD","BK4581","LU0354030511.USD","LU1366333091.USD","LU2133065610.SGD","BK4567","LU1069344957.HKD","IE00BFSS8Q28.SGD"],"gpt_icon":1},{"id":"1106294210","title":"拉姆研究：2025年12月28日结束的季度前景，非公认会计准则收入为52亿美元，误差范围为 +/- 3亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1106294210","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106294210?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 04:07","pubTimestamp":1761163638,"startTime":"0","endTime":"0","summary":"拉姆研究：2025年12月28日结束的季度前景，非公认会计准则收入为52亿美元，误差范围为 +/- 3亿美元","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0096362180.USD","IE00BFSS7M15.SGD","LU1235294995.USD","LU1670628061.USD","LU0444973449.USD","LU2023250843.SGD","IE00BQXX3C00.GBP","BK4581","LU0082616367.USD","LU0157215616.USD","LU2089985449.USD","LU1670627923.USD","LU0957791311.USD","LU1046421795.USD","IE00B775H168.HKD","LU0444971666.USD","LU1069347547.HKD","LU1366333091.USD","IE00BQXX3D17.EUR","LU0348723411.USD","LU2931357623.SGD","LU0081259029.USD","IE0004445015.USD","BK4588","LRCX","LU1917777945.USD","BK4567","LU0476273544.USD","IE00BN29S564.USD","LU0061474960.USD","LU0274383776.USD","BK4533","LU1815333072.USD","LU1815336760.USD","LU1642822529.SGD","IE0005OL40V9.USD","BK4543","LU0719512351.SGD","LU0957808578.USD","BK4147","LU1974910355.USD","IE00BJJMRX11.SGD","LU2106854487.HKD","BK4585","IE0009356076.USD","IE00BQXX3F31.USD","LU1035773651.USD","LU0061475181.USD","LU1823568750.SGD","BK4551","LU2023250504.SGD","IE00B4JS1V06.HKD","IE00BFSS8Q28.SGD","IE00B7KXQ091.USD","IE00BJJMRY28.SGD"],"gpt_icon":0},{"id":"1135527100","title":"异动解读 | 拉姆研究股价盘中大跌5.01%，AI需求强劲难抵估值压力和贸易政策担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1135527100","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135527100?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 01:22","pubTimestamp":1761153763,"startTime":"0","endTime":"0","summary":"芯片制造设备巨头拉姆研究今日股价盘中大跌5.01%，引发市场关注。分析师预计拉姆研究本季度营收将同比增长26%至52.3亿美元，每股收益有望从去年同期的0.86美元上升至1.22美元。此外，全球贸易政策的不确定性也给拉姆研究蒙上阴影。这一消息可能引发投资者对整个半导体设备行业前景的担忧，进而影响拉姆研究的股价表现。在这种复杂的市场环境下，投资者似乎正在重新评估拉姆研究的风险收益比，导致今日股价的大幅回调。","market":"hk","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":["LRCX"],"gpt_icon":0},{"id":"1155148599","title":"异动解读 | 人工智能需求强劲，拉姆研究股价却盘中大跌5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155148599","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155148599?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 01:22","pubTimestamp":1761153760,"startTime":"0","endTime":"0","summary":"周三盘中，芯片制造设备巨头拉姆研究股价大跌5.01%，引发市场关注。分析师预计拉姆研究本季度营收将同比增长26%，达到52.3亿美元，调整后每股收益预期为1.22美元，高于去年同期的0.86美元。值得注意的是，拉姆研究股价今年以来已飙升约93%，远超纳斯达克指数18%的涨幅。在强劲的年度涨幅和较高的估值背景下，今日的大跌或许反映了市场对拉姆研究短期增长前景的谨慎态度，以及对全球贸易形势不确定性的顾虑。","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":["LRCX"],"gpt_icon":0},{"id":"2577339153","title":"BUZZ-前瞻：投资者关注人工智能需求，Lam Research 下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2577339153","media":"路透中文","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577339153?lang=zh_cn&edition=fundamental","pubTime":"2025-10-22 23:55","pubTimestamp":1761148514,"startTime":"0","endTime":"0","summary":"10月22日 - ** Lam Research LRCX.O股价周三下跌2.8%，因分析师预计这家芯片制造工具制造商将在人工智能需求的推动下实现强劲的营业额增长，而美国总统特朗普的全球贸易政策仍令人担忧。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251022:nL4S3W3196:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0957791311.USD","LRCX","LU2458330243.SGD","SG9999002232.USD","IE00BKPKM429.USD","LU2023250843.SGD","BK4543","LU2271345857.HKD","IE00B4JS1V06.HKD","IE00BFSS7M15.SGD","LU2111349929.HKD","LU1069344957.HKD","IE00BFSS8Q28.SGD","SG9999002224.SGD","IE00B3QW5Z07.USD","IE00BN29S564.USD","IE00B64PRP62.GBP","LU0158827781.USD","NDAQ","IE00B775H168.HKD","LU0868494708.USD","LU0061474960.USD","IE00BGHQF748.EUR","AMAT","BK4519","LU0792757196.USD","LU2458330169.SGD","LU2931357623.SGD","LU1642822529.SGD","LU0274383776.USD","LU0476273544.USD","LU0957808578.USD","LU0011850046.USD","IE00BD6J9T35.USD","LU2089284900.SGD","IE00BJJMRY28.SGD","LU0082616367.USD","LU1815333072.USD","LU2023250504.SGD","LU1674673428.USD","LU1035775433.USD","LU0109392836.USD","LU1153585028.USD","SG9999001424.SGD","LU0314104364.USD","BK4581","BK4518","LU0238689110.USD","LU2023251221.USD","BK4147"],"gpt_icon":0},{"id":"2576173839","title":"美国研究综述-美国运通、eBay、甲骨文","url":"https://stock-news.laohu8.com/highlight/detail?id=2576173839","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576173839?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 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ALNT.O：摩根大通给予中性评级，目标价60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:20251020:nL4T3W1025:1","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":["CHH","HLT","INTA","LU0823434740.USD","ARI","BK4566","FORM","LU1721429741.USD","HUT","CLW","AU","AHH","MAR","MDLZ","HST","DIN","CMA","IE00BQXX3F31.USD","LU0130102774.USD","LU0320765489.SGD","GBCI","AXP","KREF","LUNR","LU0175139822.USD","OZK","GLXY","LRCX","ALNT","CMG","MCHB","CHYM","EBAY","KOD","FSLR","KDP","ICHR","IP","LU2249611893.SGD","IBP","LU0055631609.USD","BANF","HBAN","MLM","NXT","LU1989772840.SGD","ORCL","ORA"],"gpt_icon":1},{"id":"2573993358","title":"美国股票-经济忧虑加剧，华尔街从收盘纪录高点回落","url":"https://stock-news.laohu8.com/highlight/detail?id=2573993358","media":"路透中文","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2573993358?lang=zh_cn&edition=fundamental","pubTime":"2025-10-08 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美国股市周二收盘下跌，原因是投资者因政府关门而无法获得经济数据，只能从二级指标和美国联邦储备委员会官员的讲话中寻找有关经济疲软和货币政策的线索。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0d1d59325d56c0ed7db38fd888572a8b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251007:nL3S3VO15N:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0210533765.USD","IE00BQXX3C00.GBP","SG9999014567.USD","LU1923622614.USD","LU2211815571.USD","LU0314104364.USD","IE00BGHQF631.EUR","IBM","LU2106854487.HKD","LU1303367103.USD","LU0130102774.USD","BK4534","BK4576","LU0353189680.USD","LU0320765489.SGD","LU2237957902.USD","LU2506952097.USD","LU0912757837.SGD","LU1989763005.USD","LU1221951046.USD","LRCX","LU2720916845.USD","IE00BN29S564.USD","GB00B4QBRK32.GBP","BK4528","LU2028103732.USD","LU2275660780.HKD","LU2322448791.USD","LU1935043536.SGD","LU1551013342.USD","IE00BYV24P56.USD","LU2087625088.SGD","IE000YTNTUN2.SGD","LU2756315318.SGD","BK4535","LU0203347892.USD","BK4525","LU0784385840.USD","LU1914381329.SGD","LU0472753341.HKD","LU0788109477.HKD","LU0683600562.USD","LU1934455194.USD","LU2347655073.USD"],"gpt_icon":1},{"id":"2573964654","title":"美国股票-纽约联储调查引发劳动力市场担忧，华尔街下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2573964654","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2573964654?lang=zh_cn&edition=fundamental","pubTime":"2025-10-08 00:26","pubTimestamp":1759854394,"startTime":"0","endTime":"0","summary":"美国股票-纽约联储调查引发劳动力市场担忧，华尔街下滑指数下跌道指下跌 0.35%，标普 500 指数下跌 0.59%，纳斯达克指数下跌 0.95星座品牌第二季度销售额降幅低于预期特斯拉在活动前下跌晚间交易更新Niket  Nishant/Sukriti Gupta. 路透社10月7日 - 华尔街主要股指周二下跌，此前纽约联储 的一份报告  突显了  ，该报告抑制了前一天推动标准普尔500指数和纳斯达克指数创下收盘纪录新高的涨势。","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:20251007:nL3S3VO10C: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":["LU1235294995.USD","IE00BDCRKT87.USD","LU0433182093.SGD","BK4577","LU2347655073.USD","LU0127658192.USD","LU2896262040.SGD","LU0149725797.USD","LU1868837136.USD","LU0321505868.SGD","IE00B19Z9Z06.USD","LU0426412945.USD","LU0353189763.USD","IE00B1XK9C88.USD","LU1564329628.SGD","LU1935042488.USD","LU1935042991.SGD","SG9999015986.USD","LU1236620750.USD","LU2237443549.SGD","LU0882574139.USD","LU1064131342.USD","LU2505996509.AUD","LU1989772923.USD","SG9999014914.USD","SG9999017495.SGD","BK4579","LRCX","LU1923622614.USD","IBM","LU0719512351.SGD","LU1868837300.USD","STZ","LU1032955483.USD","LU1670711040.USD","LU0310800965.SGD","LU0006306889.USD","LU0070217475.USD","LU0210536198.USD","LU2264538146.SGD","LU1861559042.SGD","TSLA","IE00B5949003.HKD","TSYW.SI"],"gpt_icon":1},{"id":"2573620735","title":"美国研究综述-伯克希尔-哈撒韦、福特、通用汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2573620735","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2573620735?lang=zh_cn&edition=fundamental","pubTime":"2025-10-06 16:43","pubTimestamp":1759740204,"startTime":"0","endTime":"0","summary":"美国研究综述-伯克希尔-哈撒韦、福特、通用汽车路透社10月6日 - 华尔街证券分析师周一调整了对几家美国上市公司的评级和目标价，其中包括伯克希尔-哈撒韦、福特和通用汽车。","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:20251006:nL3T3VN0DH: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":["AIZ","DKNG","BWIN","LU0082616367.USD","LU0347712357.USD","CNR","IE","LU0823414551.USD","ALB","ADP","DRI","FDUS","LU2294711713.HKD","THG","GSHD","AFG","AMAT","HIPO","KLAC","AA","F","AII","AMR","JLL","LU0476273544.USD","A","BK4548","LU2264538146.SGD","ARE","CBRE","LU2089985449.USD","BOW","GM","EZPW","BXSL","AJG","LU1992135472.HKD","CINF","HIG","KSCP","BRO","KBDC","LRCX","LU0127658192.USD","LU1228905540.USD"],"gpt_icon":1}],"pageSize":20,"totalPage":6,"pageCount":1,"totalSize":107,"code":"91000000","status":"200"}]}}