异动解读｜拉姆研究盘中上涨3.44%，Susquehanna大幅上调目标价至475美元叠加板块集体走强

行情直击06-30

6月30日，拉姆研究盘中上涨3.44%，报425.23美元/股，成交额3.86亿美元，延续超跌修复走势。消息面上，Susquehanna将公司目标价从385美元大幅上调至475美元，维持正面评级。此前美银证券已将目标价上调至480美元，富国银行上调至450美元，花旗上调至450美元，Rothschild上调至420美元，多家投行密集上调形成合力。机构普遍指出DRAM供应紧张推动结构性NAND需求增长，行业景气周期有望延长。同期半导体设备板块集体走强，科磊涨3.02%，阿斯麦涨2.91%，应用材料涨2.57%，板块共振进一步强化反弹动能。

（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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