拉姆研究(Lam Research,LRCX)周一盘中大涨6.47%,引起市场广泛关注。
新闻报道显示,由于微软等科技巨头加大对人工智能数据中心的投资,推动了对芯片需求的预期,拉姆研究等芯片制造设备公司的股价纷纷上涨。
人工智能数据中心需要大量芯片,拉姆研究作为全球领先的芯片制造设备商之一,此次有望受益人工智能热潮扩产产能,股价出现大涨。富士康第四季度营收数据也显示,人工智能服务器需求强劲,验证了这一趋势。作为芯片制造设备商,拉姆研究有望在未来推出更多先进设备,助力芯片产能扩张,迎接人工智能热潮的需求。
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