半导体设备巨头拉姆研究(LRCX)周三夜盘股价大涨超6%,是由于公司公布了上一财季的超预期业绩,且对下一季度营收和利润的指引也超出市场预期,体现了投资者对公司未来增长前景的信心。
具体来看,拉姆研究上一财季的营收为41.7亿美元,远高于分析师预期的40.6亿美元;调整后每股收益0.86美元,同样超出市场预期的0.81美元。公司本季度业绩表现出色,主要得益于全球范围内对人工智能芯片的旺盛需求。
与此同时,拉姆研究对本财季的营收指引为40亿至46亿美元,中值43亿美元,高于分析师预期的42.2亿美元。分析人士认为,人工智能算力和高端芯片需求的持续增长,有望推动拉姆研究及其他晶圆制造设备商进入新一轮的营收和利润释放周期,这是本季度股价大涨的主要驱动力。
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