拉姆研究

269.27

+0.04000.01%

成交量：468.00萬

成交額：12.65億

市值：3,362.57億

市盈率：46.75

高：281.40

開：280.46

低：266.91

收：269.23

52周最高：438.50

52周最低：119.51

股本：12.49億

流通股本：12.49億

量比：0.63

換手率：0.37%

股息：1.04

股息率：0.39%

每股收益(TTM):5.76

每股收益(LYR):5.76

淨資產收益率：65.07%

總資產收益率：22.84%

市淨率：26.96

市盈率(LYR):46.75

資料載入中...

總覽公司新聞資訊公告

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19:14","pubTimestamp":1779880495,"startTime":"0","endTime":"0","summary":"5月27日，拉姆研究盘前上涨3.23%，报332.0美元/股，成交额696.84万美元。公司层面，拉姆研究宣布计划在未来两年内为半导体制造系统配备更多传感器，利用AI模型提前检测设备问题，并将在凤凰城地区新设设施以支持台积电等客户。机构资金方面，高盛最新披露的持仓数据显示，对冲基金在第二季度增持了拉姆研究等半导体设备股仓位，资金从软件板块转向AI基础设施的趋势明确。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638522196","title":"每個人都在拋軟件，買芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2638522196","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638522196?lang=zh_tw&edition=fundamental","pubTime":"2026-05-27 09:34","pubTimestamp":1779845693,"startTime":"0","endTime":"0","summary":"高盛最新报告揭示，覆盖逾1500只基金、合计8.5万亿美元持仓的13F数据显示，机构资金正上演史诗级轮动——半导体仓位升至历史最高，软件遭系统性抛售至多年低位。对冲基金净杠杆飙升至五年第85百分位，共同基金却反向囤现金；“七巨头”全系入围对冲基金VIP榜，却被共同基金集体低配。","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://wallstreetcn.com/articles/3773198","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":["LU2764262908.HKD","LU0276348264.USD","FBYY","LU0823414551.USD","LU0321505868.SGD","LU2054465674.USD","BK4507","LU0234572021.USD","LU1564329032.USD","LU1861559042.SGD","LU2720916845.USD","HK0000532082.HKD","LU1989772923.USD","LU0029864427.USD","LU0345769128.USD","IE0000B7K699.USD","LU2087621335.USD","LU0128525929.USD","LU0133085943.USD","LU2462591277.SGD","LU0011850046.USD","GB00B4QBRK32.GBP","LU0477156953.USD","LU0689626769.HKD","LU0943347566.SGD","LU1121112475.USD","LU1645745479.HKD","LU1989764664.SGD","LU2471134523.USD","LU1267930813.SGD","IE00BLSP4239.USD","LU0072461881.USD","IE00BKPKM429.USD","LU2210150020.SGD","IE0004086264.USD","SG9999015341.SGD","LU1267930227.SGD","LU2360107671.USD","IE000M9KFDE8.USD","LU1221951046.USD","LU1236620750.USD","LU1032955483.USD","SG9999014575.USD","LU1127390331.HKD","LU1334329650.SGD","IE00BK4W5L77.USD","LU1564329628.SGD","IE00BJJMRY28.SGD","LU0251132253.USD","LU1989771016.USD","BK4524","SGXZ99366536.SGD","LU1720051017.SGD","LU2294711713.HKD","LU1721427968.SGD","LU2249611893.SGD","LU0690374961.EUR","LU1066051811.HKD","LU1989763005.USD","LU1169589451.USD","LU2125154778.USD","LU1059921491.USD","SGXZ23171101.USD","SG9999017495.SGD","IE00B19Z9P08.USD","LU1868837136.USD","LU2506951958.HKD","BK4532","LU1093756168.USD","LU1363072403.SGD","LU2750360997.AUD","LU1642822529.SGD","LU2098885051.SGD","SITM","BK4598","BK4550","LU0323591593.USD","LU0456855351.SGD","LU2237443622.USD","BK4515","IE0009G5SDU7.USD","IE00B3SWFQ91.USD","LU2637965513.SGD","LU0345774391.USD","IE00B894F039.SGD","LRCX","LU0960925559.SGD","IE00BJTD4V19.USD","LU0823434583.USD","LU1496350502.SGD","LU0056508442.USD","LU0348723411.USD","LU1069347547.HKD","LU0708995401.HKD","LU0345769631.USD","LU2065171402.SGD","LU1923622291.USD","LU2023250330.USD","LU1232071149.USD","IE00BN0W2T93.GBP","LU0203201768.USD","04336","LU1670711123.USD","LU0006306889.USD","IE00BWXC8680.SGD","LU0323239441.USD","LU1366192091.USD","LU0868494617.USD","LU2247934214.USD","LU2420271590.USD","BK4207","BA","LU0130102774.USD","LU2750360641.GBP","AAPB","IE00B775SV38.USD","MSFD","LU2317271919.USD","BK4579","SG9999014914.USD","LU1435385759.SGD","LU2089284900.SGD","03165","BK4501","INTC","LU0868494708.USD","IE0009356076.USD","LU0894485498.HKD","LU1718418525.SGD","MSFT","BK4575","LU2552382132.HKD","LU0274383776.USD","LU0171293334.USD","LU0320765059.SGD","IE000F7OJYX1.SGD","LU1037948541.HKD","LU0314106906.USD","IE00BD6J9T35.USD","HK0000819398.USD","LU1868836914.USD","FBY","LU0965509010.AUD","BK4602","IE00BSNM7G36.USD","IE00B1BXHZ80.USD","LU1823568750.SGD","LU1791710582.SGD","LU2360107168.USD","HK0000914686.HKD","LU2213496289.HKD","FBL","LU0689472784.USD","LU1188199696.SGD","LU1633808545.USD","LU0061474960.USD","LU2357305700.SGD","LU1629891620.HKD","AAPU","IE00BJJMRX11.SGD","MSFO","LU0256863811.USD","SG9999018865.SGD","IE00BYXW3230.USD","METW","IE00B19Z8W00.USD","IE0004091025.USD","IE00B7KXQ091.USD","LU2092627202.USD","LU2265009873.SGD","BK4554","LU2552382058.USD","LU2360106780.USD","LU2298321311.HKD","IE0001KFT4U8.USD","LU0738911758.USD","LU1935042215.USD","LU2362540622.SGD","MSFL","LU0310800965.SGD","LU2168564065.EUR","LU1582987324.SGD","LU0417517546.SGD","LU2271345857.HKD","LU0203347892.USD","LU0390134368.USD","IE00BDCRKT87.USD","LU0889565833.HKD","LU1983260115.SGD","LU1791807156.HKD","LU2746668461.USD","BK4559","LU2361044865.SGD","LU2125909759.SGD","BOED","LU2168563687.JPY","LU1316542783.SGD","LU0823421416.USD","LU2125154935.USD","LU2506951875.HKD","LU0095938881.EUR","IE00B775H168.HKD","IE00BFXG0V08.USD","LU0149725797.USD","LU0894486033.HKD","LU0942090050.USD","LU0971096721.USD","LU1935042991.SGD","LU2505996681.GBP","LU2404859741.USD","LU1868836757.USD","LU0426412945.USD","LU0128525689.USD","LU2458330169.SGD","LU0354030511.USD","LU2491049909.HKD","SG9999015358.SGD","LU0308772762.SGD","META","BK4147","LU1712237335.SGD","LU0912757837.SGD","LU2417539215.USD","LU0098860793.USD","LU1169590202.USD","LU0757359368.USD","IE00BQXX3F31.USD","LU0048584097.USD","LU0096362180.USD","LU2237443465.HKD","SG9999002232.USD","LU0175139822.USD","LU1935043023.USD","LU2097829019.USD","APLY","SG9999001424.SGD","LU1668664300.SGD","LU0466842654.USD","SG9999014567.USD","ASMG","SG9999018857.SGD","IE0004445239.USD","IE00BK4W5M84.HKD","LU0109391861.USD","LU0072462426.USD","LU1852331112.SGD","LU0472753341.HKD","LU0345768740.USD","LU0162691827.USD","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23:35","pubTimestamp":1779809726,"startTime":"0","endTime":"0","summary":"拉姆研究今日盘中大涨5.01%，引起了市场的广泛关注。板块方面，半导体设备股整体延续回暖态势，应用材料、科磊、泰瑞达等同行公司股价均有所上涨，板块联动进一步提振了拉姆研究的市场表现。机构资金方面，对冲基金在第二季度增持了拉姆研究等半导体设备股仓位，显示出机构资金从软件板块转向AI基础设施的趋势。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638087548","title":"拉姆研究(LRCX)股票5月26日盤中上漲3.23%：真相來了","url":"https://stock-news.laohu8.com/highlight/detail?id=2638087548","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638087548?lang=zh_tw&edition=fundamental","pubTime":"2026-05-26 22:15","pubTimestamp":1779804959,"startTime":"0","endTime":"0","summary":"• 分析师上调了泛林集团（Lam Research）的前景展望及目标价。\n• 公司公布了强劲的2026财年第三季度业绩及乐观的业绩指引。\n• 针对AI先进封装的战略聚焦推动了业绩增长。","market":"other","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/261928650-market-movers-lrcx-20260526","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":["LU0957791311.USD","LRCU","LU1992135399.USD","LU0251132253.USD","LU2360106780.USD","BK4543","LU0868494617.USD","IE00BFSS7M15.SGD","IE00B775H168.HKD","LU1548497426.USD","LU2250418816.HKD","LU0157215616.USD","LU0942090050.USD","LU0274383776.USD","LU1642822529.SGD","IE00B4JS1V06.HKD","LU1670627923.USD","LU1046421795.USD","LU1815333072.USD","LRCX","LU0476273544.USD","LU0061474960.USD","LU1366333091.USD","BK4551","LU1235294995.USD","LU1852331112.SGD","IE00B7KXQ091.USD","LU1823568750.SGD","LU1244550577.SGD","IE0005OL40V9.USD","LU2272731600.USD","IE00BFSS8Q28.SGD","LU0868494708.USD","LU0097036916.USD","LU1720051017.SGD","BK4585","LU0187121727.USD","LU1069347547.HKD","LU1917777945.USD","LU0823434740.USD","LU2272731782.SGD","BK4147","LU0348723411.USD","BK4581","LU2357305700.SGD","IE00BQXX3F31.USD","LU0256863811.USD","LU1244550221.USD","IE00BQXX3C00.GBP","LU1720051108.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1131460357","title":"異動解讀｜拉姆研究盤中上漲3.16%，AI驅動擴張計劃疊加對沖基金增持提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1131460357","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131460357?lang=zh_tw&edition=fundamental","pubTime":"2026-05-26 22:12","pubTimestamp":1779804774,"startTime":"0","endTime":"0","summary":"5月26日，拉姆研究盘中上涨3.16%，报316.73美元/股，成交额4.4亿美元。此外，高盛最新披露的持仓数据显示，对冲基金在第二季度增持了拉姆研究、应用材料和阿斯麦等半导体设备股仓位，机构资金从软件板块转向AI基础设施的趋势明确，为个股提供买盘支撑。板块方面，半导体设备股延续回暖，应用材料涨3.48%，科磊涨4.45%，泰瑞达涨7.83%，板块联动进一步提振表现。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1147877431","title":"異動解讀｜拉姆研究盤前上漲3.16%，AI驅動擴張計劃疊加半導體設備板塊延續回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=1147877431","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147877431?lang=zh_tw&edition=fundamental","pubTime":"2026-05-26 18:17","pubTimestamp":1779790649,"startTime":"0","endTime":"0","summary":"5月26日，拉姆研究盘前上涨3.16%，报313.16美元/股，成交额274.31万美元。消息面上，半导体设备板块延续回暖态势，应用材料涨1.77%，科磊涨2.12%，泰瑞达涨2.55%，AXT Inc涨3.74%，板块联动带动个股走强。此前公司宣布计划在未来两年内为半导体制造系统配备更多传感器，利用AI模型提前检测设备问题，并将在凤凰城地区新设设施以支持台积电等客户。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637363829","title":"Lam Research 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Research是美光科技和台积电等芯片制造商的供应商，受人工智能芯片巨大需求推动客户增加设备采购，该公司股价今年已上涨逾75%。","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:20260521:nL4T41Y2FQ: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":["LU1244550221.USD","IE00BJJMRX11.SGD","LU1046421795.USD","LU2458330243.SGD","BK4605","LU0081259029.USD","LU1316542783.SGD","LU2471134523.USD","LU0187121727.USD","LU0792757196.USD","LU1267930813.SGD","LU0203345920.USD","LU0251132253.USD","LU0444971666.USD","IE00B7SZLL34.SGD","LU2023250504.SGD","LU1803068979.SGD","IE00B4JS1V06.HKD","LU1974910355.USD","LU1815336760.USD","BK4141","IE00B19Z3B42.SGD","LU2242649171.HKD","IE0002270589.USD","MUU","BK4527","IE0009356076.USD","BK4567","IE00BSNM7G36.USD","LU1642822529.SGD","IE00B19Z3581.USD","LU1992135472.HKD","BK4551","LU0256863811.USD","IE00B775H168.HKD","MUD","IE00BQXX3F31.USD","IE00BFSS7M15.SGD","LU0274383776.USD","LU0868494708.USD","LRCU","LU0417517546.SGD","LU0942090050.USD","LU1244550494.USD","BK4532","LRCX","LU1366333091.USD","LU2473716301.USD","LU0061474960.USD","LU0109392836.USD","LU2357627491.SGD","LU0889566641.SGD","LU0868494617.USD","LU2357305700.SGD","BK4554","LU0157215616.USD","LU0823434583.USD","LU2931357623.SGD","IE00BJJMRY28.SGD","IE00B7KXQ091.USD","LU0056508442.USD","IE00B5949003.HKD","LU0957791311.USD","LU0127658192.USD","LU1323610961.USD","LU0348723411.USD","IE00BN29S564.USD","LU0859254822.USD","LU2272731782.SGD","LU2054465674.USD","BK4566","BK4512","LU1670628061.USD","LU2023250843.SGD","BK4585","LU1548497426.USD","LU1815333072.USD","LU1914381329.SGD","LU2471134879.HKD","LU0097036916.USD","LU0642271901.SGD","LU1720051017.SGD","LU0476273544.USD","BK4533","GB00BDT5M118.USD","LU0823434740.USD","LU2272731600.USD","LU1720051108.HKD","LU2750360641.GBP","LU2543165471.USD","LU2322448957.HKD","LU0719512351.SGD","LU1917777945.USD","LU1823568750.SGD","LU2272731865.HKD","IE00BQXX3C00.GBP","LU2458330169.SGD","IE00BFSS8Q28.SGD","LU0889565833.HKD","BK4579","LU2089985449.USD","IE00B1BXHZ80.USD","LU1244550577.SGD","LU0061475181.USD","LU2322448791.USD","LU2286300806.USD","LU1852331112.SGD","LU2750360997.AUD","LU1992135399.USD","LU2244417387.USD","LU0256863902.USD","MULL","BK4147","LU2471134796.USD","LU0957808578.USD","IE0005OL40V9.USD","IE00BQXX3D17.EUR","LU2471134952.CNY","LU1069347547.HKD","LU0444973449.USD","LU0154236417.USD","LU1035773651.USD","LU2360106780.USD","BK4588","BK4553","LU0203347892.USD","LU2250418816.HKD","BK4581","BK4543","LU1670627923.USD","LU2048586759.USD","LU0082616367.USD","IE0004445015.USD","LU0048584097.USD","LU2211815571.USD","BK4575","LU0096362180.USD","LU1235294995.USD","LU2106854487.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637565403","title":"拉姆研究(LRCX)股票5月21日盤中上漲3.46%：釋放什麼信號？","url":"https://stock-news.laohu8.com/highlight/detail?id=2637565403","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637565403?lang=zh_tw&edition=fundamental","pubTime":"2026-05-22 02:16","pubTimestamp":1779387412,"startTime":"0","endTime":"0","summary":"• 受分析师正面评级和乐观展望推动，Lam Research股价上涨。\n• 强劲的AI芯片需求和先进封装技术正驱动增长。\n• 新的研发中心提升了芯片密度和制造效率。","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/261920563-market-movers-lrcx-20260521","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":["LU1974910355.USD","LU1720051108.HKD","LU1992135472.HKD","LU0056508442.USD","LU0719512351.SGD","LU0957791311.USD","LU1670628061.USD","LU1548497426.USD","BK4533","LU0251132253.USD","IE00BJJMRX11.SGD","LU1035773651.USD","LU1366333091.USD","LU2023250843.SGD","LU0274383776.USD","LU2244417387.USD","LU2322448957.HKD","LU0823434740.USD","BK4581","BK4551","LU2106854487.HKD","IE00BJJMRY28.SGD","IE00B775H168.HKD","IE0004445015.USD","LU0061474960.USD","LU0061475181.USD","LRCU","LRCX","LU2250418816.HKD","LU0096362180.USD","LU0348723411.USD","LU2322448791.USD","IE00BQXX3F31.USD","LU2272731600.USD","LU1815336760.USD","LU1244550577.SGD","LU0942090050.USD","IE00B7KXQ091.USD","BK4585","IE00B1BXHZ80.USD","LU0476273544.USD","BK4147","LU2272731865.HKD","LU0097036916.USD","LU2357305700.SGD","BK4543","LU1917777945.USD","LU2360106780.USD","LU1244550221.USD","LU1235294995.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188311151","title":"異動解讀｜拉姆研究盤中上漲3.14%，伯恩斯坦上調目標價疊加半導體設備板塊持續回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=1188311151","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188311151?lang=zh_tw&edition=fundamental","pubTime":"2026-05-22 01:23","pubTimestamp":1779384205,"startTime":"0","endTime":"0","summary":"5月21日，拉姆研究盘中上涨3.14%，报301.27美元/股，成交额11.61亿美元。消息面上，伯恩斯坦将拉姆研究目标价从325美元上调至340美元，维持跑赢大盘评级，同时将全球晶圆制造设备(WFE)支出预测上调至1480亿美元，年增幅达21.4%。此前摩根士丹利也将拉姆研究评级从等权重上调至超配，目标价上调至331美元，指出NAND设备需求强劲，系统增长预期达59%。板块方面，半导体设备股延续回暖态势，阿斯麦涨2.63%，科磊涨1.82%，板块联动进一步提振个股表现。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183867417","title":"華邦電子擬以23億新台幣嚮應用材料東南亞公司採購機械設備","url":"https://stock-news.laohu8.com/highlight/detail?id=1183867417","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183867417?lang=zh_tw&edition=fundamental","pubTime":"2026-05-21 17:42","pubTimestamp":1779356535,"startTime":"0","endTime":"0","summary":"华邦电子宣布，计划斥资23亿新台币，向应用材料东南亚公司购置一批机械设备。此次采购旨在提升公司生产能力与技术水准，以应对不断增长的市场需求。交易细节显示，相关设备将用于华邦电子的生产线升级，预计将对公司未来的运营效率与产品竞争力产生积极影响。这一举措反映了华邦电子在半导体产业持续投资、强化核心制造能力的战略布局。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BFXG1179.USD","IE00BSNM7G36.USD","LU2023251221.USD","BK4551","LU0158827948.USD","LU0792757196.USD","LU0476273544.USD","LU0868494708.USD","LU0079474960.USD","LU1069347547.HKD","LU0175139822.USD","LU0158827781.USD","LU0238689110.USD","BK4516","LU0957791311.USD","LU2089283258.USD","LU2089985449.USD","SG9999002232.USD","LU1917777945.USD","LU1244550221.USD","LU0082616367.USD","LU1992135399.USD","LU0081259029.USD","IE00B775H168.HKD","LU0157215616.USD","LU0942090050.USD","LU1720051108.HKD","LU2272731782.SGD","BK4585","LU1153585028.USD","IE00BJJMRX11.SGD","LU0661504455.SGD","LU1815333072.USD","GB00BDT5M118.USD","BK4567","LRCU","BK4519","IE00B5949003.HKD","LU0011850046.USD","LU2413666699.HKD","LU0347712357.USD","LU0348723411.USD","LU2023250504.SGD","LU1548497426.USD","LU2473716301.USD","LU0097036916.USD","BK4533","LU0949170772.SGD","LU0889566641.SGD","IE00B1BXHZ80.USD","LU1035773651.USD","LU2322448957.HKD","LU1674673428.USD","LU0823434583.USD","LU0274383776.USD","LU1046421795.USD","BK4534","LU1868836591.USD","LU1235294995.USD","LU1974910355.USD","LU0289960550.SGD","LU0889565833.HKD","LU2089284900.SGD","IE0005OL40V9.USD","LU0096364046.USD","LU1868837136.USD","LU1670628061.USD","SG9999002224.SGD","LU0061474960.USD","LU2458330169.SGD","IE0009356076.USD","IE0004445015.USD","LU0444973449.USD","LU1267930813.SGD","LU2458330243.SGD","IE00BQXX3F31.USD","LU0545039389.USD","LU2028103732.USD","LU1778281490.HKD","LU2242649171.HKD","IE00BQXX3D17.EUR","LU1868837300.USD","IE00B7KXQ091.USD","LU0354030511.USD","LU2322448791.USD","IE00BD6J9T35.USD","IE00BN29S564.USD","LU1803068979.SGD","LU2023250843.SGD","LU1670627923.USD","LU2360106780.USD","LU0354030438.USD","AMAT","LU1244550577.SGD","LU2413666426.HKD","LU0444971666.USD","LU1366333091.USD","SG9999001424.SGD","LU1868836914.USD","LU2272731600.USD","LU1989773731.SGD","LU0048584097.USD","LU1674673691.USD","LRCX","LU2250418816.HKD","LU0061475181.USD","LU1003077747.HKD","LU0256863902.USD","LU2931357623.SGD","LU2106854487.HKD","LU0823434740.USD","LU0251132253.USD","LU2271345857.HKD","LU0868494617.USD","BK4588","BK4543","IE00BFSS7M15.SGD","LU1721428933.USD","LU1720051017.SGD","IE00BJJMRY28.SGD","LU0096362180.USD","LU1815336760.USD","LU0256863811.USD","BK4581","LU0109392836.USD","LU1642822529.SGD","IE00B4JS1V06.HKD","LU0187121727.USD","LU2111349929.HKD","LU2357305700.SGD","LU1868836757.USD","LU1989763005.USD","LU1035775433.USD","LU1992135472.HKD","IE00BQXX3C00.GBP","LU2244417387.USD","BK4147","LU0056508442.USD","IE00BFSS8Q28.SGD","LU0553294199.USD","LU0738911758.USD","LU1823568750.SGD","LU2272731865.HKD","LU1852331112.SGD","LU0719512351.SGD","LU0957808578.USD","LU1069344957.HKD","BK4518","LU0417517546.SGD","LU1244550494.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190031489","title":"異動解讀 | 伯恩斯坦上調目標價疊加行業利好，拉姆研究盤中大漲5.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190031489","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190031489?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 22:26","pubTimestamp":1779287188,"startTime":"0","endTime":"0","summary":"半导体设备巨头拉姆研究今日盘中大涨5.11%，表现显著强于大盘，成为市场关注的焦点。其次，公司层面，知名投行伯恩斯坦将拉姆研究的目标价从325美元上调至340美元，反映了分析师对公司前景的看好。此外，拉姆研究自身也有积极进展。同时，市场数据显示，拉姆研究是对冲基金在半导体板块中较为青睐的多头标的之一，显示了机构投资者的信心。这些因素共同作用，推动了公司股价在交易时段内的大幅上涨。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636823430","title":"拉姆研究(LRCX)股票5月20日盤中上漲3.16%：關鍵驅動因素揭曉","url":"https://stock-news.laohu8.com/highlight/detail?id=2636823430","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636823430?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 22:17","pubTimestamp":1779286625,"startTime":"0","endTime":"0","summary":"• 分析师上调 Lam Research 评级，调高目标价并提振信心。\n• 位于奥地利的新实验室推动了 AI 芯片封装技术的发展。\n• 受 AI 和 5G 驱动，半导体设备需求保持强劲。","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/261915678-market-movers-lrcx-20260520","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":["LU1992135399.USD","LRCU","LU1244550494.USD","IE0009356076.USD","IE00BN29S564.USD","LU0348723411.USD","LU1823568750.SGD","LU1815336760.USD","LU2242649171.HKD","BK4588","LU0061474960.USD","LU0251132253.USD","IE00B4JS1V06.HKD","LU2473716301.USD","LU0056508442.USD","IE00B5949003.HKD","LU1670628061.USD","LU1917777945.USD","LU2106854487.HKD","LU0157215616.USD","LU0187121727.USD","LU0476273544.USD","LU0719512351.SGD","LU2250418816.HKD","BK4147","IE0005OL40V9.USD","LU0823434583.USD","BK4567","LU2023250504.SGD","LRCX","LU1069347547.HKD","BK4551","BK4533","LU1642822529.SGD","LU1046421795.USD","LU2023250843.SGD","LU2322448791.USD","LU1670627923.USD","LU1992135472.HKD","LU0097036916.USD","LU0957808578.USD","LU1548497426.USD","LU2244417387.USD","LU0082616367.USD","IE00BJJMRY28.SGD","LU1235294995.USD","IE00B775H168.HKD","LU1244550577.SGD","LU2089985449.USD","IE00BFSS8Q28.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636823937","title":"半導體股盤初強勢上行 Cerebras Systems(CBRS)漲7.56%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636823937","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636823937?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 22:08","pubTimestamp":1779286080,"startTime":"0","endTime":"0","summary":"金吾财讯 | 半导体股盘初强势上行，Cerebras Systems 涨7.56%，迈威尔科技涨7.65%，美国超微公司涨5.16%、阿斯麦涨2.64%、应用材料涨2.73%，泛林集团涨3.58%。他表示，芯片市场的供应链中可能会出现一些间歇性的瓶颈，预计到2030年，其市场规模可能达到1.5万亿美元。除此之外，英伟达Q1财报将于盘后重磅来袭，市场乐观情绪带动半导体板块整体上涨，费城半导体指数涨超3%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300670","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":["LU1951198990.SGD","LINT","LU1880398471.USD","LU0823434583.USD","MRVL","IE00BLSP4452.SGD","LU0823421333.USD","SOX","LU2860962120.EUR","IE00BN8TJ469.HKD","LU2264538146.SGD","LU2322448791.USD","IE00B5949003.HKD","LU2089985449.USD","LU1861215975.USD","LU1119994496.HKD","LU0823434740.USD","LU2355687059.USD","BK4147","LU0979878070.USD","IE0004445239.USD","03165","LU1084165304.USD","LU1169589451.USD","AMDD","LU2244417387.USD","ASMU","LU0251132253.USD","LU2250418816.HKD","LU2272731782.SGD","LU0889565833.HKD","IE00BBT3K403.USD","BK4579","AMDW","IE00BMPRXN33.USD","LU0109392836.USD","LU2360107168.USD","SG9999000418.SGD","LU1852331112.SGD","BK4585","LU0476273544.USD","BK4512","LU0859254822.USD","LU2360106780.USD","LU1316542783.SGD","LU1720051017.SGD","BK4612","BK4550","LU1823568750.SGD","SG9999001424.SGD","IE00BD6J9T35.USD","LU1803068979.SGD","BK4535","LU2543165471.USD","LU0198837287.USD","LU2272731600.USD","LU1861558580.USD","LU2322448957.HKD","LU2458330169.SGD","LU2473716301.USD","LU1720051108.HKD","LU2931357623.SGD","DAMD","LU1303367103.USD","BK4602","LU0390134368.USD","MVLL","BK4575","AMDY","LU1242518931.SGD","LU0957808578.USD","LU2290526834.HKD","LU0081259029.USD","LU0345774391.USD","ASMH","LU1548497426.USD","LU0444971666.USD","LU2054465674.USD","LU2462591350.SGD","AMUU","LU2764263039.SGD","AMDU","LU0786609619.USD","AMDS","BK4141","LU1235294995.USD","LU2242649171.HKD","LU2357305700.SGD","LU0345774631.USD","LU1242518857.USD","LU2764263203.CNY","LU0321505439.SGD","IE000M9KFDE8.USD","LU1988902786.USD","IE00BLSP4239.USD","NVDA","LU0097036916.USD","BK4534","LU2148611432.USD","LU1880398554.USD","BK4588","LU0056508442.USD","LU1861559042.SGD","LU1734074674.USD","LU1861220033.SGD","BK4581","LU1989764664.SGD","BK4529","LU2272731865.HKD","LU0082616367.USD","LU2063271972.USD","BK4515","04336","LU2458330243.SGD","BK4533","AMDG","BK4554","LU2764262908.HKD","LU0719512351.SGD","LU1064131342.USD","AMD","LU2357627491.SGD","AMYY","BK4566","LU1815336760.USD","LU0061475181.USD","LU2720916845.USD","AMAT","LRCX","ASMG","LU1992135472.HKD","ASML","AMDL","LU0174119429.USD","IE0009356076.USD","LU0048584097.USD","LU0187121727.USD","LU1169590202.USD","LU1923623000.USD","LU0274383776.USD","LU0444973449.USD","LU0823421416.USD","BK4543","LU1046421795.USD","LU0154236417.USD","CBRS","IE00BMPRXR70.SGD","LU1992135399.USD","BK4532","LU1951200564.SGD","BK4573","LU1261432733.SGD","MRVU","BK4605","LU0642271901.SGD","LU1642822529.SGD","BK4614","INTW","BK4527","LU0321505868.SGD","LU1989764748.USD","BK4604","LU0127658192.USD","LU2098885051.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113072217","title":"異動解讀｜拉姆研究盤中上漲3.03%，半導體設備板塊回暖疊加前期超跌反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1113072217","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113072217?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 21:41","pubTimestamp":1779284500,"startTime":"0","endTime":"0","summary":"5月20日，拉姆研究盘中上涨3.03%，报282.54美元/股，成交额1.54亿美元。消息面上，半导体设备板块整体回暖，应用材料涨3.02%，阿斯麦涨2.92%，科磊涨2.48%，板块联动带动个股走强。此前拉姆研究连续承压，5月19日盘中一度下跌超5%，短期超跌后技术性反弹需求较强。基本面方面，摩根士丹利此前将拉姆研究评级上调至跑赢大盘，目标价上调至331美元，B. Riley目标价维持375美元，当前股价较机构目标价仍有较大上行空间，为反弹提供支撑。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172654850","title":"異動解讀｜拉姆研究盤前上漲3.34%，半導體設備板塊回暖疊加前期超跌反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1172654850","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172654850?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 20:35","pubTimestamp":1779280525,"startTime":"0","endTime":"0","summary":"5月20日，拉姆研究盘前上涨3.34%，报280.64美元/股，成交额558.12万美元。此前拉姆研究连续承压，5月19日盘中一度下跌超5%，短期超跌后技术性反弹需求较强。基本面方面，摩根士丹利此前将拉姆研究评级上调至跑赢大盘，目标价上调至331美元，B. Riley目标价维持375美元，当前股价较机构目标价仍有较大上行空间，为反弹提供支撑。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636443628","title":"Lam Research在奧地利開設實驗室，以推動芯片封裝技術發展並降低成本","url":"https://stock-news.laohu8.com/highlight/detail?id=2636443628","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636443628?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 20:00","pubTimestamp":1779278435,"startTime":"0","endTime":"0","summary":"Lam Research在奥地利开设实验室，以推动芯片封装技术发展并降低成本路透5月20日 - 兰瑞科技已在奥地利萨尔茨堡开设了一家研发实验室，旨在推进一项有望提高芯片密度并降低成本的芯片封装技术，该公司正寻求借势人工智能领域对处理器需求的激增。Lam Research的客户包括三星电子以及全球领先的芯片代工制造商台积电。该公司表示，新研发基地依托了 Semsysco GmbH 的专业技术，这是一家成立于 2012 年的萨尔茨堡芯片设备公司，于 2022 年被 Lam Research 收购。","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:20260520:nL4T41X137:1","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":["IE00BJJMRY28.SGD","LU2106854487.HKD","LU0251132253.USD","LU2458330243.SGD","LU1642822529.SGD","LU1069347547.HKD","LU2244417387.USD","LU2477742899.HKD","LU1003077747.HKD","BK4519","AMAT","LU0417517546.SGD","LU0957808578.USD","LU1815336760.USD","LU0942090050.USD","LU1868837300.USD","LU2023250504.SGD","LU2413666699.HKD","KLAC","LU0096364046.USD","LU0187121727.USD","LU2089283258.USD","LRCU","LU2357305700.SGD","LU1035775433.USD","LU0889565833.HKD","LU1046421795.USD","LU1596574779.USD","IE00BSNM7G36.USD","LU1868837136.USD","LU2272731782.SGD","IE00BN29S564.USD","LU2089985449.USD","LU1951198990.SGD","LU0390134368.USD","SG9999001424.SGD","BK4567","LU0158827948.USD","LU0868494708.USD","LU1153585028.USD","IE00B7KXQ091.USD","IE00BQXX3F31.USD","LRCX","LU1868836591.USD","LU0354030438.USD","LU2458330169.SGD","BK4516","LU0957791311.USD","LU1803068979.SGD","KLAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636811008","title":"Hazeltree稱，上月對沖基金青睞科技類領軍企業","url":"https://stock-news.laohu8.com/highlight/detail?id=2636811008","media":"路透中文","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636811008?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 16:00","pubTimestamp":1779264058,"startTime":"0","endTime":"0","summary":"Hazeltree称，上月对冲基金青睐科技类领军企业路透伦敦5月20日 - 据数据平台Hazeltree周三发布的报告显示，在标普500指数当月飙升逾10%之际，对冲基金在4月份继续持有基本面强劲的公司股票，尤其是科技股和半导体股。","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:20260520:nL4T41X0PG:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4598","LU1366192091.USD","LU0143551892.USD","ANV","IE00BZ199S13.USD","LU2720916845.USD","LU0234570918.USD","AVGU","BK4604","LU1854104046.USD","LU1868836591.USD","SNVD.UK","LU2355687059.USD","LU1988902786.USD","LU1989764664.SGD","LU0882574139.USD","LU1323610961.USD","LU0072461881.USD","LU2237443978.SGD","IE0004445015.USD","BK4587","METU","NVIW.SI","LU2083900584.USD","IE00BJTD4V19.USD","LU1923623000.USD","LU0861579265.USD","LU1935042215.USD","LU0719512351.SGD","GB00BDT5M118.USD","IE0004445239.USD","IE0034235188.USD","LU1119994496.HKD","LU1720051108.HKD","LU1069347547.HKD","GB00B4LPDJ14.GBP","LU2491050071.SGD","NVDS","LU2361045086.USD","IE00B3SWFQ91.USD","LU2999663052.SGD","LU1145028129.USD","LU0823414478.USD","LU0149725797.USD","LU2211815571.USD","IE0034235303.USD","IE00B19Z9Z06.USD","IE00BKPKM429.USD","LU2279689827.SGD","IE00BN0W2V16.EUR","LU0068578508.USD","LU2271345857.HKD","LU2592432038.USD","SG9999017495.SGD","IE0009356076.USD","LU1551013342.USD","LU1854103824.USD","LU0289739343.SGD","LU1232071149.USD","LU2360107168.USD","IE000F7OJYX1.SGD","IE0034235295.USD","LU1861558580.USD","LU0320765646.SGD","LU0158827781.USD","LU2065169927.USD","LU1803068623.USD","LU2360106780.USD","LU1267930573.SGD","LU1883839398.USD","BK4503","LU0210533765.USD","LU0276348264.USD","LU0949170772.SGD","LU3102509885.SGD","LU0130102774.USD","LU0345769128.USD","IE00BMCWC346.EUR","LU0072462426.USD","LU2430703095.HKD","IE00BZ9MQY76.HKD","LU0211327993.USD","AVGW","LU0690374961.EUR","LU2092937221.SGD","BK4608","BK4524","BK4549","IE00BFSS7M15.SGD","BK4585","LU0786609619.USD","BK4612","LU0077335932.USD","LU0048584097.USD","LU1923622291.USD","LU2250418816.HKD","SG9999002232.USD","LU2462157665.USD","LU0640476718.USD","LU2237443622.USD","LU2473716301.USD","LU0057025933.USD","LU2347655073.USD","IE0004086264.USD","LU0784385170.HKD","LU2404859741.USD","SGXZ99366536.SGD","LU2023251221.USD","LU0823434740.USD","LU1244550577.SGD","LU1046421795.USD","LU1861215975.USD","LU1242518931.SGD","LU1923622614.USD","LU0080751232.USD","LU2413666426.HKD","LU0964807845.USD","LU0943347566.SGD","LU0238689110.USD","LU0070217475.USD","BK4220","IE00BSNM7G36.USD","LU0672654240.SGD","LU1989772923.USD","LU0107464264.USD","LU2456880835.USD","HK0000914660.USD","BK4554","LU0106261372.USD","BK4614","IE00B1BXHZ80.USD","SG9999014567.USD","LU1992135399.USD","LU0689472784.USD","LU1244550221.USD","LU2461242641.AUD","LU1035775433.USD","LU2125154935.USD","LU1435385759.SGD","NVDG","SG9999002224.SGD","LU0308772762.SGD","LU1623119135.USD","LU0265550359.USD","LU2322448957.HKD","IE000SO60NU8.SGD","LU1564329115.USD","LRCU","LU0267386448.USD","HK0000914686.HKD","LU1670628061.USD","LU2746668974.SGD","AVGG","IE0003U64NQ7.SGD","SG9999001440.SGD","LU0724617625.USD","LU0203201768.USD","IE00BJTD4N35.SGD","LU0889565833.HKD","LU1670756490.USD","LU2275660780.HKD","LU0823414551.USD","LU1267930490.SGD","LU1670711040.USD","LU2063271972.USD","LU0690374615.EUR","LU2133065610.SGD","LU0708995401.HKD","LU0289961442.SGD","LU2023250504.SGD","BK4543","HK0000304805.HKD","LU0109392836.USD","IE0009G5SDU7.USD","LRCX","LU2463028550.USD","LU1064131342.USD","LU2458330243.SGD","IE00BKVL7J92.USD","BK4581","LU0061474705.USD","LU0683600562.USD","LU1721428933.USD","LU2433249047.HKD","BK4538","LU2361044865.SGD","LU1989764748.USD","LU2237443465.HKD","LU0795875086.SGD","BK4507","BK4566","IE00B5TLWC47.USD","LU1712237335.SGD","MCHP","LU1880398554.USD","LU0545039389.USD","LU0210528500.USD","LU0215105999.USD","LU0320765489.SGD","LU1645745479.HKD","LU2125909916.SGD","LU2462591350.SGD","LU1267930730.SGD","LU1852331112.SGD","IE0004091025.USD","AMZD","IE00B7SZLL34.SGD","LU2108987350.USD","NVDY","LU1116320901.HKD","IE00B19Z3B42.SGD","BK4515","LU1974910355.USD","LU0784384876.USD","LU2100268510.USD","BK4141","LU2168564149.EUR","IE00B19Z3581.USD","LU2095319765.USD","GB00B4QBRK32.GBP","IE00BVYPNQ40.USD","IE00B3S45H60.SGD","LU2290526834.HKD","LU0302445910.USD","LU2213496289.HKD","BK4550","LU0979878070.USD","AMZY","IE00BVYPNV92.GBP","IE00BJJMRY28.SGD","LU2505996681.GBP","LU0456855351.SGD","SGXZ51526630.SGD","LU2028103732.USD","LU1066053197.SGD","LU2360032135.SGD","LU2236285917.USD","LU0949170426.SGD","LU0868494708.USD","LU0320765059.SGD","LU0528227936.USD","LU0345774391.USD","AMZP","LU2360107325.USD","LU0096362180.USD","LU0124384867.USD","LU2237957902.USD","LU2764262908.HKD","LU1978683503.SGD","LU2089284900.SGD","LU2191332357.HKD","IE00B1XK9C88.USD","AZYY","LU034577463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| 半導體設備板塊全線走弱疊加股東減持壓力，拉姆研究盤中大跌5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136054457","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136054457?lang=zh_tw&edition=fundamental","pubTime":"2026-05-19 22:21","pubTimestamp":1779200485,"startTime":"0","endTime":"0","summary":"拉姆研究(LRCX)今日盘中大跌5.02%，引起了市场的广泛关注。消息面上，半导体设备板块今日全线走弱，形成板块联动回调，对个股股价形成拖累。此外，公司此前披露的144表格显示重要股东拟议出售证券，市场对减持抛压的担忧尚未完全消化，持续压制市场情绪。尽管有机构如摩根士丹利曾将拉姆研究评级上调至跑赢大盘，B. Riley也维持了较高的目标价，但短期的板块调整压力与股东减持信号共同作用，导致了股价的显著下跌。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636852126","title":"拉姆研究(LRCX)股票5月19日盤中下跌3.13%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2636852126","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636852126?lang=zh_tw&edition=fundamental","pubTime":"2026-05-19 22:17","pubTimestamp":1779200235,"startTime":"0","endTime":"0","summary":"• Lam Research股价因估值担忧及内部人士抛售而下跌。\n• 有关三星罢工的报道加剧了全行业的抛售并引发对供应链的担忧。\n• 地缘政治风险和美中芯片贸易政策是市场的潜在隐忧。","market":"us","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/261910790-market-movers-lrcx-20260519","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":["LRCX","LU2250418816.HKD","IE0005OL40V9.USD","LU2360106780.USD","LU0061475181.USD","LU0081259029.USD","LU0096362180.USD","LU1235294995.USD","LU2272731865.HKD","LU1069347547.HKD","LRCU","LU0823434740.USD","LU0417517546.SGD","LU1852331112.SGD","IE00BSNM7G36.USD","LU1244550221.USD","BK4581","LU0444971666.USD","LU2931357623.SGD","LU2023250843.SGD","IE00BJJMRY28.SGD","IE00B4JS1V06.HKD","IE00BJJMRX11.SGD","LU0097036916.USD","LU1815336760.USD","LU0082616367.USD","LU2244417387.USD","LU1244550494.USD","LU2242649171.HKD","LU2106854487.HKD","BK4147","LU0957791311.USD","LU0256863811.USD","IE00BFSS7M15.SGD","IE0004445015.USD","LU2272731600.USD","LU0942090050.USD","LU1670628061.USD","LU1046421795.USD","LU0256863902.USD","LU1670627923.USD","LU0348723411.USD","LU1548497426.USD","LU1917777945.USD","IE00BQXX3F31.USD","LU2322448791.USD","LU0056508442.USD","LU1642822529.SGD","IE00BN29S564.USD","IE00B775H168.HKD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":19,"pageCount":16,"totalSize":374,"code":"91000000","status":"200"}]}}