异动解读 | 大摩报告看好AI赋能者，ACM Research盘中大涨5.08%

异动解读05-11

ACM Research（ACMR）今日盘中股价大幅上涨5.08%，引起了市场关注。

消息面上，摩根士丹利（大摩）发布报告指出，中国人工智能（AI）正进入从技术转向应用的新阶段，并持续看好AI赋能者。报告将ACM Research列为将受益于中国半导体本土化长期趋势的关键公司之一。

大摩认为，在AI发展的现阶段，赋能者和基础模型仍是关键投资主题。ACM Research作为半导体设备领域的参与者，其业务发展与AI芯片制造及半导体本土化进程紧密相关，因此获得了分析机构的积极评价，这可能是推动其股价在交易时段内走强的主要原因。

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