AI需求引爆设备采购！拉姆研究Q1业绩全线超预期，指引再证行业高景气

智通财经10-23

智通财经APP获悉，得益于芯片制造商正加大对用于生产人工智能(AI)应用所需半导体的设备的采购力度，拉姆研究(LRCX.US)周三公布了超预期的第一财季财报和业绩指引。受此提振，这家芯片制造设备供应商股价盘后一度大涨近6%。财报显示，在截至9月28日的第一财季中，拉姆研究实现营收53.2亿美元，同比增长27%，超出市场预期的52.3亿美元。调整后每股收益为1.26美元，高于市场普遍预期的1.22...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2577466493?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-10-23 08:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2577466493","market":"hk","top_or_hot":-1,"title":"AI需求引爆设备采购！拉姆研究Q1业绩全线超预期，指引再证行业高景气","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，得益于芯片制造商正加大对用于生产人工智能(AI)应用所需半导体的设备的采购力度，拉姆研究(LRCX.US)周三公布了超预期的第一财季财报和业绩指引。受此提振，这家芯片制造设备供应商股价盘后一度大涨近6%。财报显示，在截至9月28日的第一财季中，拉姆研究实现营收53.2亿美元，同比增长27%，超出市场预期的52.3亿美元。调整后每股收益为1.26美元，高于市场普遍预期的1.22...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1358481.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI需求引爆设备采购！拉姆研究Q1业绩全线超预期，指引再证行业高景气</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI需求引爆设备采购！拉姆研究Q1业绩全线超预期，指引再证行业高景气\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-23 08:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1358481.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，得益于芯片制造商正加大对用于生产人工智能(AI)应用所需半导体的设备的采购力度，拉姆研究(LRCX.US)周三公布了超预期的第一财季财报和业绩指引。受此提振，这家芯片制造设备供应商股价盘后一度大涨近6%。财报显示，在截至9月28日的第一财季中，拉姆研究实现营收53.2亿美元，同比增长27%，超出市场预期的52.3亿美元。调整后每股收益为1.26美元，高于市场普遍预期的1.22...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1358481.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4147","symbol_name":"半导体设备","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1358481.html","article_id":"2577466493","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2577466493","pubTimestamp":1761178571,"columns":[{"name":"行业数据","id":30,"label_key":"dataReport"}],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，得益于芯片制造商正加大对用于生产人工智能应用所需半导体的设备的采购力度，泛林集团周三公布了超预期的第一财季财报和业绩指引。财报显示，在截至9月28日的第一财季中，泛林集团实现营收53.2亿美元，同比增长27%，超出市场预期的52.3亿美元。这些用于制造芯片的设备技术复杂且价格昂贵，泛林集团等公司因此直接受益。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4147":"半导体设备","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4551":"寇图资本持仓","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4581":"高盛持仓","BK4543":"AI","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LRCX":"拉姆研究","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4567":"ESG概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4588":"碎股","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC"},"translate_title":"AI demand detonates equipment procurement! Ram Research's Q1 performance exceeded expectations across the board, guiding the industry's high prosperity","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3a21d46e44898a884709316b32aa553b","symbols_score_info":{"LRCX":1.5},"content_text":"智通财经APP获悉，得益于芯片制造商正加大对用于生产人工智能(AI)应用所需半导体的设备的采购力度，拉姆研究(LRCX.US)周三公布了超预期的第一财季财报和业绩指引。受此提振，这家芯片制造设备供应商股价盘后一度大涨近6%。财报显示，在截至9月28日的第一财季中，拉姆研究实现营收53.2亿美元，同比增长27%，超出市场预期的52.3亿美元。调整后每股收益为1.26美元，高于市场普遍预期的1.22美元，调整后毛利率达到50.6%，略高于50%的预估水平。细分来看，中国大陆是拉姆研究第一财季最大的收入来源地，贡献了43%的营收;其次是中国台湾省，占19%;韩国市场占15%，美国则贡献了6%。展望未来，拉姆研究预计，在截至12月28日的第二财季中，营收将达到52亿美元，上下浮动3亿美元，分析师普遍预期的48.1亿美元。调整后每股净收益为1.15美元，上下浮动10美分，而市场预期为1.04美元。今年以来，在AI半导体强劲需求的推动下，拉姆研究股价已实现翻倍增长，这源于芯片设计商纷纷寻求能够满足日益增长计算需求的处理器制造设备。据了解，拉姆研究专注于开发半导体制造过程中的关键设备。其产品主要广泛应用于各类半导体器件的晶圆处理及布线环节。市场对AI芯片需求的激增，提振了晶圆制造设备(WFE)供应商的订单。这些用于制造芯片的设备技术复杂且价格昂贵，拉姆研究等公司因此直接受益。拉姆研究首席执行官Tim Archer表示：“拉姆研究的创新正助力客户应对AI驱动的半导体制造领域重大变革。在这个充满巨大机遇的环境中，我们执行得力，加之我们在关键设备领域不断扩展的产品和解决方案组合，公司已为持续增长奠定了坚实基础。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2577466493","isCrawlerRequest":true}