半导体设备制造商拉姆研究(LRCX)23日夜盘股价大涨5.59%,引发市场广泛关注。此前公布的上季财报显示,拉姆研究第一财季营收41.7亿美元,远超市场预期的40.6亿美元;净利润方面,调整后每股收益0.86美元,也高于预期0.81美元。
更值得投资者欣喜的是,公司对下一财季业绩的预期也相当积极乐观。拉姆研究预计第二财季营收将达到40亿至46亿美元之间,中值43亿美元,较分析师预期的42.2亿美元显著向上修正。这一强劲的增长势头,源于近期人工智能芯片需求出现爆发式增长,各大芯片代工厂纷纷扩大人工智能芯片的产能。
作为晶圆制造设备的主要供应商之一,拉姆研究将直接受益于这一轮人工智能热潮。分析人士表示,人工智能算力需求旺盛,对高端芯片及其先进制程的需求大增,这正可能推动设备制造商新一轮的营收和利润释放周期。投资者对拉姆研究未来持续高增长的信心提振,推动盘后股价出现较大涨幅。
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