异动解读｜拉姆研究盘中上涨5.03%，季度财报全面超预期叠加下季指引大幅高于市场预期

行情直击07-31

7月31日，拉姆研究盘中上涨5.03%，报316.39美元/股，成交额3.35亿美元，延续前一交易日逾23%的强势涨幅。

消息面上，公司此前发布的季度财报业绩全面超预期。调整后每股收益1.82美元，超出市场预期的1.68美元约8.3%，同比增长36.8%；营收67.22亿美元，高于预期的66.65亿美元，均创历史新高。毛利率从上一季度的49.8%提升至51.7%，营业利润率从35.0%提升至37.4%。更为关键的是，下季指引远超预期，预计营收77亿至85亿美元，大幅高于分析师预期的71.1亿美元；预计每股收益2.00至2.30美元，显著超出市场预期的1.84美元。公司CEO表示，人工智能驱动的需求正在持续重塑半导体行业，为公司长期增长注入信心。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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