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拉姆研究

90.95

-0.0500-0.05%

盘后：90.02-0.9300-1.02%19:02 EDT

成交量：1,064.41万

成交额：9.69亿

市值：1,163.36亿

市盈率：25.34

高：91.99

开：91.39

低：89.87

收：91.00

数据加载中...

总览公司新闻公告

特朗普团队寻求加强对中国的芯片控制--彭博新闻

特朗普团队寻求加强对中国的芯片控制--彭博新闻

BUZZ-投资者更新信息后，Lam Research 股票上涨

重发-高管在投资者日披露财务模型后，Lam Research 股价上涨

拉姆研究上涨3.7%。

更正-Lam Research 推出两款用于人工智能芯片的新型芯片制造工具

韩国最大半导体博览会开幕，阿斯麦等500多家芯片企业参展

【韩国最大半导体博览会开幕阿斯麦等500多家芯片企业参展介绍尖端半导体技术】国际半导体设备与材料组织（SEMI）19日表示，韩国最大半导体展览会“SEMICON KOREA”当天将在首尔江南区的韩国国际会展中心（COEX）开幕，为期三天。韩国两大芯片巨头——三星电子和SK海力士，以及美光科技、格罗方德半导体、铠侠、阿斯麦、应用材料（AMAT）、拉姆研究和东京电子（TEL）等500多家芯片企业将参展，介绍尖端半导体技术。研讨会和出口洽谈会等配套活动也将举行。应用材料、格罗方德半导体、美光科技、英飞凌和铠侠还将参加出口洽谈会，同韩企举行商务会议。

泛林集团计划对印度投资12亿美元

【券商聚焦】花旗：2025年科技行业格局分化，投资决策需谨慎权衡

追逐应用材料等同行，泛林集团(LRCX.US)豪掷超10亿美元投资印度半导体

美国芯片工具制造商Lam Research拟向印度投资12亿美元

环球市场播报

美国芯片设备制造商泛林集团将在印度投资12亿美元

美国芯片工具制造商Lam Research将在印度投资超过10亿美元

美国调查半导体设备商对华销售细节，点名泛林集团不配合

异动解读 | 拉姆研究股价大涨8.58%，表现亮眼财报预期佳、AI芯片需求强劲推动

泛林集团盘中异动早盘急速上涨6.29%

富国银行：维持Lam Research(LRCX.US)评级，由持股观望调整至持股观望评级, 目标价由82.00美元调整至85.00美元。

Needham：重申Lam Research(LRCX.US)评级，由买入调整至买入评级, 目标价由90.00美元调整至90.00美元。

异动解读 | 拉姆研究盘前大涨5.11%,财报优异加人工智能芯片需求看涨

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Cherney. 路透社旧金山2月19日 - Lam Research LRCX.O公司高管周三向投资者介绍了公司的最新情况，在纽约进行的大约两个半小时的演讲中，公司股价最高上涨了3%。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:20250219:nL3T3PA16D:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B775H168.HKD","LU2023250843.SGD","LU0082616367.USD","IE00BQXX3D17.EUR","LU1815336760.USD","LU2023250504.SGD","BK4551","LRCX","IE00BQXX3C00.GBP","BK4581","IE00BFSS8Q28.SGD","BK4585","BK4543","LU2106854487.HKD","IE00BN29S564.USD","IE00BFSS7M15.SGD","IE00BJJMRX11.SGD","LU0444973449.USD","LU0957791311.USD","IE0005OL40V9.USD","LU1670627923.USD","LU0096362180.USD","LU0719512351.SGD","LU1815333072.USD","LU1035773651.USD","BK4147","LU1069347547.HKD","BK4567","IE00B4JS1V06.HKD","IE0009356076.USD","IE00BQXX3F31.USD","LU0476273544.USD","LU1917777945.USD","LU1642822529.SGD","BK4533","LU0348723411.USD","BK4588","LU0061475181.USD","LU0957808578.USD","IE00BJJMRY28.SGD","IE00B7KXQ091.USD","LU0061474960.USD","IE0004445015.USD","LU1974910355.USD","LU0444971666.USD"],"gpt_icon":0},{"id":"2512556484","title":"拉姆研究上涨3.7%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2512556484","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512556484?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 00:23","pubTimestamp":1739982238,"startTime":"0","endTime":"0","summary":"拉姆研究上涨3.7%。","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":"https://24h.jrj.com.cn/2025/02/20002348268049.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":"jinrongjie_stock","symbols":["IE0009356076.USD","LU1974910355.USD","LU2106854487.HKD","BK4147","LU0957808578.USD","BK4551","IE0004445015.USD","LU0444973449.USD","LU1642822529.SGD","LU0348723411.USD","IE00BFSS7M15.SGD","IE00BN29S564.USD","BK4533","IE00B775H168.HKD","LU0061475181.USD","IE00BQXX3F31.USD","BK4567","IE0005OL40V9.USD","IE00BFSS8Q28.SGD","LU0957791311.USD","LRCX","LU0061474960.USD","LU0476273544.USD","BK4543","LU1815336760.USD","LU0082616367.USD","LU1815333072.USD","IE00BJJMRY28.SGD","IE00B7KXQ091.USD","LU1917777945.USD","LU1670627923.USD","BK4588","LU1069347547.HKD","BK4585","LU2023250504.SGD","IE00BJJMRX11.SGD","IE00BQXX3C00.GBP","LU0719512351.SGD","LU0444971666.USD","LU1035773651.USD","LU2023250843.SGD","IE00BQXX3D17.EUR","BK4581","LU0096362180.USD","IE00B4JS1V06.HKD"],"gpt_icon":0},{"id":"2512489928","title":"更正-Lam Research 推出两款用于人工智能芯片的新型芯片制造工具","url":"https://stock-news.laohu8.com/highlight/detail?id=2512489928","media":"路透中文","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512489928?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 23:49","pubTimestamp":1739980149,"startTime":"0","endTime":"0","summary":"更正-Lam Research 推出两款用于人工智能芯片的新型芯片制造工具更正公司在第 7 段中对 Y.J. Mii 的引用，引用自 Simon Jang. 路透社2月20日 - Lam Research LRCX.O周三推出了两款用于制造先进人工智能芯片的新工具，这家芯片制造工具供应商希望从人工智能驱动的半导体需求增长中获益。该公司推出的 ALTUS Halo 是一种沉积工具，可添加金属钼，在芯片上形成精确的层。今年 1 月，Lam 预测  第三季度营收高于市场预期，表明芯片公司的需求不断增长。","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:20250219:nL3S3PA10M: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":["IE00BJJMRY28.SGD","LU2286300806.USD","BK4581","LU0444971666.USD","LU0157215616.USD","LU1153585028.USD","LU1923623000.USD","LU0238689110.USD","LU2360106780.USD","MU","IE00B19Z3581.USD","BK4532","LU1267930813.SGD","LU1861215975.USD","LU0642271901.SGD","LU2089283258.USD","LU2211815571.USD","BK4567","LU0868494617.USD","LU0868494708.USD","LU2458330243.SGD","LU1951200564.SGD","LU2023250504.SGD","AMAT","BK4141","LU1852331112.SGD","BK4512","LU1778281490.HKD","LU0127658192.USD","GB00BDT5M118.USD","LU1974910355.USD","IE00BFSS8Q28.SGD","LU0889566641.SGD","LU1823568750.SGD","LU0109392836.USD","LU2111349929.HKD","LU2237438978.USD","SG9999002232.USD","LU2290526834.HKD","LU0096362180.USD","BK4518","LU0061475181.USD","LU1674673691.USD","BK4585","LU1316542783.SGD","LRCX","BK4516","BK4519","KLAC","IE0004445015.USD"],"gpt_icon":1},{"id":"2512128600","title":"韩国最大半导体博览会开幕，阿斯麦等500多家芯片企业参展","url":"https://stock-news.laohu8.com/highlight/detail?id=2512128600","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512128600?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 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阿斯麦等500多家芯片企业参展介绍尖端半导体技术】国际半导体设备与材料组织（SEMI）19日表示，韩国最大半导体展览会“SEMICON KOREA”当天将在首尔江南区的韩国国际会展中心（COEX）开幕，为期三天。韩国两大芯片巨头——三星电子和SK海力士，以及美光科技、格罗方德半导体、铠侠、阿斯麦、应用材料（AMAT）、拉姆研究和东京电子（TEL）等500多家芯片企业将参展，介绍尖端半导体技术。研讨会和出口洽谈会等配套活动也将举行。应用材料、格罗方德半导体、美光科技、英飞凌和铠侠还将参加出口洽谈会，同韩企举行商务会议。","url":"https://stock-news.laohu8.com/highlight/detail?id=2512128193","media":"金融界","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512128193?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 13:19","pubTimestamp":1739942399,"startTime":"0","endTime":"0","summary":"国际半导体设备与材料组织（SEMI）19日表示，韩国最大半导体展览会“SEMICON KOREA”当天将在首尔江南区的韩国国际会展中心（COEX）开幕，为期三天。韩国两大芯片巨头——三星电子和SK海力士，以及美光科技、格罗方德半导体、铠侠、阿斯麦、应用材料（AMAT）、拉姆研究和东京电子（TEL）等500多家芯片企业将参展，介绍尖端半导体技术。研讨会和出口洽谈会等配套活动也将举行。应用材料、格罗方德半导体、美光科技、英飞凌和铠侠还将参加出口洽谈会，同韩企举行商务会议。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/19131948252359.shtml","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":"jinrongjie_stock","symbols":["SG9999001424.SGD","TEL","LU2250418816.HKD","LRCX","LU0719512351.SGD","LU2023251221.USD","BK4533","LU2271345857.HKD","BK4516","LU0096364046.USD","LU2106854487.HKD","IE00B19Z9Z06.USD","LU2286300806.USD","AMAT","LU0082616367.USD","LU2298064838.USD","SSNLF","IE00BSNM7G36.USD","IE00BFSS8Q28.SGD","SEMI","LU1939255532.USD","LU1642822529.SGD","LU2089283258.USD","159582","BK4554","BK4147","ASML","LU2238339852.HKD","LU2211815571.USD","BK4543","IE00BQXX3D17.EUR","LU2360107325.USD","BK4605","BK4551","03165","SG9999002224.SGD","BK4519","159813","LU0081259029.USD","LU0158827781.USD","LU2063271972.USD","LU0348723411.USD","BK4170","IE00B19Z9P08.USD","LU1267930813.SGD","LU0312595415.SGD","BK4532","LU0158827948.USD","MU","IE0002270589.USD"],"gpt_icon":0},{"id":"2512967995","title":"泛林集团计划对印度投资12亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2512967995","media":"芯智讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512967995?lang=zh_cn&edition=fundamental","pubTime":"2025-02-17 11:33","pubTimestamp":1739763209,"startTime":"0","endTime":"0","summary":"为此，印度政府还效仿美国“芯片法案”还推出了一项 100 亿美元的激励计划。随后在美国政府的推动下，美光于2023年6月宣布将在印度政府的支持下投资高达8.25亿美元在印度建造一个新的半导体封装和测试设施，并将适时新建另一个封测厂。美光和印度政府实体在两个阶段的总投资将高达27.5亿美元。该项目总投资金额约110亿美元，将主要由塔塔集团和印度政府出资。","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=nesSN20250217114316a248a9b5&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=nesSN20250217114316a248a9b5&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":["IE0004445015.USD","LU0081259029.USD","LU1803068979.SGD","LU0061474960.USD","IE00BFSS7M15.SGD","IE00BMPRXN33.USD","BK4551","LU1035773651.USD","LU0444971666.USD","IE00B5949003.HKD","BK4534","LU1974910355.USD","LU2106854487.HKD","LU1815333072.USD","BK4543","BK4566","LU0476273544.USD","BK4529","LU1316542783.SGD","LU1951200564.SGD","LU0056508442.USD","BK4581","IE00BJJMRX11.SGD","LU0127658192.USD","LU0082616367.USD","LU0823434740.USD","BK4585","BK4512","IE00BQXX3C00.GBP","LRCX","LU1880398471.USD","LU2250418816.HKD","LU0979878070.USD","IE00BMPRXR70.SGD","LU0823421416.USD","AMD","BK4554","BK4575","IE00BFSS8Q28.SGD","BK4147","LU1989764664.SGD","BK4567","LU1917777945.USD","IE0009356076.USD","IE00BJJMRY28.SGD","LU2098885051.SGD","LU1670627923.USD","LU2023250504.SGD","LU2264538146.SGD","LU1951198990.SGD"],"gpt_icon":1},{"id":"2512960664","title":"【券商聚焦】花旗：2025年科技行业格局分化，投资决策需谨慎权衡","url":"https://stock-news.laohu8.com/highlight/detail?id=2512960664","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512960664?lang=zh_cn&edition=fundamental","pubTime":"2025-02-17 10:23","pubTimestamp":1739758994,"startTime":"0","endTime":"0","summary":"金吾财讯 | 花旗发布的本周TMT行业研报指出，2025年科技行业发展方向不明，投资者在各细分领域的投资决策上面临诸多困惑，需综合考虑多种因素谨慎权衡。硬件行业，投资者对部分公司态度不一。AristaNetworks预计2025年销售额有较大增长空间，但白盒交换收益和微软资本支出可持续性问题影响其发展。总体而言，2025年科技行业各板块走势分化，投资机会与风险并存，投资者需密切关注企业业绩、行业动态和宏观环境变化，审慎做出投资决策。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/NjJlY2NjZTdjZjEwMTc4NjkxNjc4NQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NjJlY2NjZTdjZjEwMTc4NjkxNjc4NQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"285499","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":["AMD","LU1734074674.USD","LU1868837136.USD","AMAT","03165","IE0004091025.USD","ASML","NVD","BK4515","LU1235294995.USD","LRCX","LU1699723380.USD","NVDA","LU2361045086.USD","LU0724617625.USD","LU1815336760.USD","NVDS.UK","NVDS","HPQ","NVD3.UK","NVD2.UK","LU1206712785.SGD","NVDY","LU0048584097.USD","CSCO","LU0077335932.USD","LU2133065610.SGD","LU1934455863.HKD","LU1582986433.USD","MU","AAPL","LU2087621335.USD","BK4519","LU0175139822.USD","MACW.SI","NVDD","NVDX","LU1868836914.USD","NVIW.SI","NVDU","LU2048586759.USD","2NVD.UK","3NVD.UK","IE00B5949003.HKD","LU2294711713.HKD","LU0345768153.USD","SNVD.UK","LU0784385840.USD","IE00BZ199S13.USD"],"gpt_icon":1},{"id":"2510327305","title":"追逐应用材料等同行，泛林集团(LRCX.US)豪掷超10亿美元投资印度半导体","url":"https://stock-news.laohu8.com/highlight/detail?id=2510327305","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510327305?lang=zh_cn&edition=fundamental","pubTime":"2025-02-12 19:17","pubTimestamp":1739359056,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美国半导体设备巨头泛林集团计划在未来几年内向印度市场投资超过10亿美元。泛林集团的投资，继此前半导体设备巨头应用材料以及存储巨头美光科技宣布投资印度后，被视为对印度政府半导体产业链发展愿景的最新一张“重大信任投票”，此前应用材料和美光已经宣布斥巨资支持印度半导体产业发展。应用材料2023年宣布将在接下来的四年内投资4亿美元在印度建立一个新的工程中心。","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/1249026.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":["IE00BSNM7G36.USD","LU2271345857.HKD","LU1267930813.SGD","LU2111349929.HKD","IE00BQXX3C00.GBP","SG9999001424.SGD","LU2028103732.USD","LU0868494708.USD","BK4588","IE00BFSS8Q28.SGD","BK4534","LU1674673428.USD","LU1069347547.HKD","LRCX","LU0889566641.SGD","LU1989773731.SGD","LU0354030511.USD","LU0158827781.USD","LU0942090050.USD","LU0061474960.USD","BK4518","LU0444971666.USD","IE00BQXX3F31.USD","BK4551","LU1823568750.SGD","BK4533","IE0004445015.USD","BK4567","LU2023250843.SGD","LU2089284900.SGD","IE00BJJMRY28.SGD","159582","LU2458330243.SGD","IE00BD6J9T35.USD","LU0096362180.USD","LU2023250504.SGD","LU0109392836.USD","LU0444973449.USD","LU0082616367.USD","BK4581","BK4147","LU1815336760.USD","LU1974910355.USD","LU0348723411.USD","IE00BJJMRX11.SGD","LU2106854487.HKD","LU0158827948.USD","LU0061475181.USD","AMAT","LU1803068979.SGD"],"gpt_icon":0},{"id":"2510531239","title":"美国芯片工具制造商Lam Research拟向印度投资12亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2510531239","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510531239?lang=zh_cn&edition=fundamental","pubTime":"2025-02-12 14:02","pubTimestamp":1739340152,"startTime":"0","endTime":"0","summary":"美国芯片工具制造商Lam Research表示，计划未来几年在印度南部卡纳塔克邦投资逾1000亿卢比（约合12亿美元），这是印度加强半导体生态系统计划的最新举措。\n　　在周二举行的“投资卡纳塔克”活动中，Lam Research表示，已与卡纳塔克邦工业区发展局（KIADB）签署了一份谅解备忘录（MoU）。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","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":"https://finance.sina.com.cn/stock/usstock/c/2025-02-12/doc-inekezva2374182.shtml","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":"sina_us","symbols":["LU0476273544.USD","LU0719512351.SGD","IE00B775H168.HKD","LU1642822529.SGD","LU0957808578.USD","LU0444973449.USD","LU2023250504.SGD","LU0061474960.USD","IE00B4JS1V06.HKD","IE00BQXX3C00.GBP","IE0009356076.USD","IE0004445015.USD","IE00BN29S564.USD","IE00BJJMRX11.SGD","LU0061475181.USD","BK4543","LU1815333072.USD","LU0082616367.USD","LU2023250843.SGD","BK4585","LU1974910355.USD","BK4581","BK4588","IE00BJJMRY28.SGD","LU1917777945.USD","IE00BFSS8Q28.SGD","LU0096362180.USD","LU0348723411.USD","IE00B7KXQ091.USD","BK4147","LU1670627923.USD","BK4567","LU0444971666.USD","IE0005OL40V9.USD","LRCX","IE00BQXX3F31.USD","LU1069347547.HKD","BK4533","LU0957791311.USD","LU2106854487.HKD","IE00BQXX3D17.EUR","IE00BFSS7M15.SGD","BK4551","LU1035773651.USD","LU1815336760.USD"],"gpt_icon":0},{"id":"2510731947","title":"美国芯片设备制造商泛林集团将在印度投资12亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2510731947","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510731947?lang=zh_cn&edition=fundamental","pubTime":"2025-02-12 13:17","pubTimestamp":1739337433,"startTime":"0","endTime":"0","summary":"美国芯片设备制造商Lam Research表示，未来几年将在印度南部卡纳塔克邦投资逾1000亿卢比，这是印度加强半导体生态系统计划的最新举措。据悉，印度总理莫迪领导的政府一直在努力发展印度新生的芯片制造业，其中包括一项100亿美元的激励计划。印度预计其半导体市场到2026年将达到630亿美元。印度IT部长在社交媒体的一篇文章中表示，泛林集团的投资是印度半导体发展历程中的“又一个里程碑”，也是对印度政府半导体愿景的“重大信心投票”。","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=nesSN202502121317419882684c&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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Research将在印度投资超过10亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2510263315","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510263315?lang=zh_cn&edition=fundamental","pubTime":"2025-02-12 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09:46","pubTimestamp":1739324773,"startTime":"0","endTime":"0","summary":"美国众议员此前要求五大半导体设备商提供中国大陆客户名单。美国众议院“特别委员会”表示，2024年11月启动对荷兰ASML、日本Tokyo Electron以及美国应用材料、泛林集团与科磊等先进半导体设备商的调查后，泛林集团未能于宽容期限内提供向中国大陆出售半导体制造设备的信息。该机构表示，中国大陆目前购买的半导体制造设备比美国、韩国和中国台湾的总和还要多，已对美国国家及经济安全构成重大风险。","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=nesSN20250212094641988238d6&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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| 拉姆研究股价大涨8.58%，表现亮眼财报预期佳、AI芯片需求强劲推动","url":"https://stock-news.laohu8.com/highlight/detail?id=1157111029","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157111029?lang=zh_cn&edition=fundamental","pubTime":"2025-01-31 00:54","pubTimestamp":1738256093,"startTime":"0","endTime":"0","summary":"半导体设备制造商拉姆研究股价于1月30日周四盘中大涨8.58%，引发市场广泛关注。拉姆研究季度调整后每股收益为0.92美元，高于分析师预期的0.88美元；营收达43.8亿美元，也超出预期的43.11亿美元，同比分别增长22.34%和16.55%。拉姆研究预计第三季度营收为46.5亿美元，正负3亿美元，调整后每股收益为1美元，正负0.1美元，皆高于分析师此前预期，增强了投资者对公司未来增长前景的信心。","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":"2507562119","title":"泛林集团盘中异动 早盘急速上涨6.29%","url":"https://stock-news.laohu8.com/highlight/detail?id=2507562119","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507562119?lang=zh_cn&edition=fundamental","pubTime":"2025-01-30 22:31","pubTimestamp":1738247479,"startTime":"0","endTime":"0","summary":"北京时间2025年01月30日22时31分，泛林集团股票出现波动，股价急速上涨6.29%。截至发稿，该股报79.88美元/股，成交量78.6563万股，换手率0.06%，振幅0.69%。泛林集团股票所在的半导体行业中，整体涨幅为1.67%。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=nesSN20250130223119abbd4c01&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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Research(LRCX.US)评级，由持股观望调整至持股观望评级, 目标价由82.00美元调整至85.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2507864047","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507864047?lang=zh_cn&edition=fundamental","pubTime":"2025-01-30 20:52","pubTimestamp":1738241541,"startTime":"0","endTime":"0","summary":"富国银行：维持Lam Research(LRCX.US)评级，由持股观望调整至持股观望评级, 目标价由82.00美元调整至85.00美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/30205247909732.shtml","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":"jinrongjie_stock","symbols":["LRCX"],"gpt_icon":0},{"id":"2507642423","title":"Needham：重申Lam Research(LRCX.US)评级，由买入调整至买入评级, 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