半导体设备制造商拉姆研究(Lam Research，股票代码LRCX)昨夜在夜盘里大涨5.12%，股价表现强劲引发了市场关注。
根据公司发布的2025财年第二季度财报数据，拉姆研究的调整后每股收益为0.92美元，高于分析师预期的0.88美元；营收达到43.8亿美元，也超出了预期的43.11亿美元。这比去年同期分别增长了22.34%和16.55%。
值得一提的是，拉姆研究对即将到来的第三季度业绩也给出了乐观预期。公司预计第三季度营收为46.5亿美元，正负3亿美元，高于分析师此前预期的43.39亿美元；预计调整后每股收益为1美元，正负0.1美元，同样超过了分析师0.88美元的预期。
拉姆研究的优秀表现主要归功于人工智能芯片需求的持续升温。随着人工智能技术的快速发展，对高端人工智能训练等应用所需的先进节点和封装芯片的需求也在持续增长，从而推动了对拉姆研究等半导体设备制造商产品的采购。分析师对拉姆研究的前景持乐观态度，认为人工智能热潮将有力支撑公司未来的业绩增长。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.