异动解读｜科磊盘前上涨3.36%，CFO在摩根大通会议释放乐观信号叠加半导体设备板块集体走强

行情直击07-02

7月2日，科磊盘前上涨3.36%，报275.13美元/股，成交额2020.27万美元。半导体设备板块集体走强，应用材料涨4.44%，拉姆研究涨3.26%，阿斯麦涨2.12%。

消息面上，科磊CFO在摩根大通第54届年度全球技术、媒体和通信会议上表示，晶圆厂设备市场持续超预期，先进封装收入增速高达50%以上，预计下半年收入较上半年高出中高十几至20个百分点，并称2027年可见度"史无前例"。叠加韩国800万亿韩元芯片扩产计划持续提振设备需求预期，板块情绪延续强势。

（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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