异动解读｜盛美半导体盘中上涨5.06%，半导体设备板块持续走强延续行业景气

行情直击06-30 23:02

6月30日，盛美半导体盘中上涨5.06%，报124.9美元/股，成交额8788.58万美元。消息面上，半导体设备板块连续第二日集体走强，科磊涨6.66%，应用材料涨5.99%，拉姆研究涨5.44%，阿斯麦涨5.12%。

盛美半导体作为湿法清洗与电镀设备龙头，一季度新签订单同比增长65%，在手订单近170亿元，电镀设备占新签订单比重攀升至约30%，公司维持全年82亿至88亿元营收指引，近期获129家机构密集调研，板块景气持续验证下资金关注度显著提升。

（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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