美股详情

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2倍做多LRCX ETF-Tradr

45.78

-2.4200-5.02%

成交量：1.25万

成交额：57.23万

市值：3,593.73万

市盈率：- -

高：46.29

开：46.19

低：44.85

收：48.20

52周最高：113.66

52周最低：14.62

股本：78.50万

流通股本：78.50万

量比：1.20

换手率：1.60%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

拉姆研究(LRCX)股票8月17日盘中上涨3.01%：背后推手曝光

TradingKey中文

芯片厂二季报里的信号：需求比三个月前更强，价格上行开始“扩散”

智通财经网

第三点基金清仓英伟达、Meta与博通，加码谷歌A

应用材料公司股价下跌，因投资者在公司股价表现强劲后寻求更快的增长

Lam Research：投资超30亿美元扩建全球研发实验室网络，实验容量提升超 50%

美股前瞻 | 三大股指期货涨跌不一美国7月零售销售今晚来袭闪迪(SNDK.US)盘前续涨超6%

泛林集团(LRCX.US)重金加码研发！未来五年砸30亿美元扩展实验室网络

拉姆研究宣布斥资超30亿美元，打造全球实验室网络加速AI时代创新步伐

芯片设备制造商Lam Research将投资超过30亿美元扩建研发实验室

拉姆研究：未来五年拟斥资超30亿美元，拓展全球研发实验室网络

拉姆研究：多站点扩张计划将新增基础设施与能力，实验容量提升逾50%

拉姆研究(LRCX)股票8月13日盘中上涨3.22%：投资者必看的核心信息

TradingKey中文

拉姆研究(LRCX)股票8月12日开盘上涨4.92%：投资者必看的核心信息

TradingKey中文

半导体股多数上扬，SOXL升2%，泰瑞达、阿斯麦、柯磊齐升4%，拉姆研究升3%

老虎资讯综合

拉姆研究(LRCX)股票8月5日盘中下跌3.25%：真相来了

TradingKey中文

独家：三星、SK海力士评估中国设备，源于美国出口管制可能收紧的消息人士透露

《独家新闻》三星及SK海力士测试中国中微设备，防范美管制风险

拉姆研究(LRCX)股票8月4日盘中上涨5.20%：原因全解读

TradingKey中文

费城半导体指数涨幅扩大至5% 英伟达股价上涨2.17%

每日经济新闻

美股盘前费城半导体走势：整体下跌，美光与泛林领跌

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06:26","pubTimestamp":1786746418,"startTime":"0","endTime":"0","summary":"根据美国证券交易委员会最新披露的文件，知名对冲基金第三点有限责任公司在2026年第二季度对其投资组合进行了重大调整。该基金已完全清仓英伟达、Meta Platforms, 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21:51","pubTimestamp":1786715500,"startTime":"0","endTime":"0","summary":"市场反应平淡，这凸显了芯片股面临的高门槛，也表明投资者对任何可能表明公司落后于同行的迹象都难以容忍。在应用材料公司股价今年经历大幅上涨、涨幅超过一倍之后，投资者希望看到更明确的信号，表明该公司在晶圆厂设备市场的增长速度超过了竞争对手。Summit Insights Group表示，应用材料公司的营收表现落后于荷兰芯片设备制造商ASMLASML.AS和Lam 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| 三大股指期货涨跌不一 美国7月零售销售今晚来袭 闪迪(SNDK.US)盘前续涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2659460441","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659460441?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 19:58","pubTimestamp":1786708720,"startTime":"0","endTime":"0","summary":"盘前市场动向1. 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Research）正式披露了一项雄心勃勃的投资计划——将投入超过30亿美元，用以扩大其全球实验室网络。这一举措，旨在人工智能时代全面提升创新速度。通过这笔巨额资金，该企业力图构建一个更广布、更协同的研发体系。如此一来，不仅能够强化技术前沿的探索，也能加速解决方案的落地。这无疑标志着拉姆研究在应对AI浪潮时，所展现出的决心与前瞻性。在竞争日益激烈的半导体设备领域，这样的大手笔投入，势必将为行业注入新的活力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","LU0476273544.USD","SGXZ80539844.SGD","LU2896262040.SGD","LU1244550221.USD","LU1670628061.USD","LU0256863902.USD","BK4588","LU2250418816.HKD","LU0109391861.USD","ABFL","LU2272731865.HKD","IE00B7KXQ091.USD","KNOW","LU0256863811.USD","IE00B775H168.HKD","LU2063271972.USD","LU0061475181.USD","LU2322448791.USD","CLSE","IE0005OL40V9.USD","LU1366333091.USD","LU2272731782.SGD","LU0868494617.USD","LU2360106780.USD","LU2106854487.HKD","LU1496350502.SGD","LU0274383776.USD","LRCU","LU0942090050.USD","LRCX","LU1917777945.USD","LU1778281490.HKD","LU0081259029.USD","IE00BWXC8680.SGD","PSI","LU0082616367.USD","LU1823568750.SGD","LU0823434583.USD","LU0157215616.USD","LU0823434740.USD","IE00B1BXHZ80.USD","TEK","LU1852331112.SGD","LU1244550494.USD","LU0957791311.USD","LU1244550577.SGD","LU2242649171.HKD","IE0004445015.USD","LU2265009873.SGD","LU2473716301.USD","IE0009356076.USD","IE00B4JS1V06.HKD","IE00BKDWB100.SGD","COWG","LU0444973449.USD","QQQG","IETC","LU0048584097.USD","LU2023250843.SGD","LU2931357623.SGD","BK4567","IE00BN29S564.USD","IE00BSNM7G36.USD","LU1804176565.USD","LU2089985449.USD","IE00BQXX3C00.GBP","LU0210533765.USD","LU0719512351.SGD","LU1674673428.USD","LU0251132253.USD","IE00BJJMRY28.SGD","LU0868494708.USD","LU1720051108.HKD","LU1674673691.USD","BK4147","LU1815336760.USD","LU1235294995.USD","SG9999002232.USD","LU2244417387.USD","TINY","IE00BQXX3D17.EUR","LU1046421795.USD","LU0348723411.USD","LU0957808578.USD","LU0056508442.USD","BK4533","LU0444971666.USD","LU0672654240.SGD","LU0097036916.USD","BK4581","LU0096362180.USD","IE00B5949003.HKD","LU2272731600.USD","BK4543","BK4551","LU1992135399.USD","SG9999002224.SGD","RULE","LU2357305700.SGD","LU1815333072.USD","IE00BFSS7M15.SGD","LU0320765059.SGD","LU0417517546.SGD","LU1670627923.USD","LU1974910355.USD","LU2322448957.HKD","IE00BQXX3F31.USD","LU0061474960.USD","TDV","RDVI","LU1992135472.HKD","IE00BJJMRX11.SGD","LU0187121727.USD","LU0210536198.USD","BOBP","EPAI","LU1069347547.HKD","BAI","LU1035773651.USD","LU2023250504.SGD","LU0708995401.HKD","RDVY","IE00BFSS8Q28.SGD","IE00B1XK9C88.USD","LU1720051017.SGD","LU1548497426.USD","LU1642822529.SGD","LU1267930730.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659620181","title":"芯片设备制造商Lam Research将投资超过30亿美元扩建研发实验室","url":"https://stock-news.laohu8.com/highlight/detail?id=2659620181","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659620181?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 04:15","pubTimestamp":1786652124,"startTime":"0","endTime":"0","summary":"芯片设备制造商Lam Research将投资超过30亿美元扩建研发实验室路透8月13日-兰瑞公司周四表示，计划在未来五年内投资超过30亿美元，以扩大其全球研发实验室网络，旨在提升实验能力并加快产品开发速度。这家美国芯片设备制造商表示，此次多地点的扩建预计将使其实验能力提高50%以上。Lam Research首席执行官蒂姆·阿彻表示，公司进行此次投资旨在始终领先于客户需求，因为创新步伐要求芯片具备新架构、不同材料以及通过纳米级精度设计的复杂特征。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260813:nL4T44A1MZ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1823568750.SGD","RULE","IETC","LU0061475181.USD","LU2023250504.SGD","LU2265009873.SGD","LU2089985449.USD","LU2357305700.SGD","CLSE","LU1992135399.USD","LU1548497426.USD","QQQG","TINY","LRCX","RDVY","LU0210533765.USD","EPAI","BAI","IE00BFSS7M15.SGD","LU0672654240.SGD","LU1974910355.USD","LU0210536198.USD","PSI","SGXZ80539844.SGD","LU2244417387.USD","IE00BFSS8Q28.SGD","LU1720051108.HKD","LU0823434583.USD","LU0082616367.USD","LU2896262040.SGD","ABFL","LU1804176565.USD","LU0348723411.USD","LRCU","LU0444973449.USD","BK4581","BK4588","COWG","IE00BJJMRY28.SGD","LU0823434740.USD","LU1244550494.USD","LU2473716301.USD","SG9999002232.USD","TEK","BOBP","LU0187121727.USD","TDV","KNOW","RDVI","LU0719512351.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159577714","title":"拉姆研究：未来五年拟斥资超30亿美元，拓展全球研发实验室网络","url":"https://stock-news.laohu8.com/highlight/detail?id=1159577714","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159577714?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 04:15","pubTimestamp":1786652118,"startTime":"0","endTime":"0","summary":"拉姆研究（Lam Research）宣布，计划在未来五年内投入超过30亿美元，以扩大其全球研发实验室网络布局。这笔巨额投资，旨在推动半导体制造技术的持续创新。公司意图通过这一举措，进一步巩固其在行业内的技术领先地位，并加速下一代芯片制造工艺的开发。此举不仅体现了对长期技术趋势的深度押注，更反映了企业面对日益激烈的全球竞争所展现出的战略雄心。随着投资计划的推进，遍布世界各地的研发中心将获得显著升级，为尖端研究提供更优渥的土壤。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1992135399.USD","LU0210533765.USD","LU0719512351.SGD","ABFL","LU1815336760.USD","IE00B775H168.HKD","LU2106854487.HKD","LU2089985449.USD","LU1244550577.SGD","COWG","LU1720051017.SGD","LU0256863902.USD","LU2272731865.HKD","BAI","LU1852331112.SGD","LU0942090050.USD","IE00BSNM7G36.USD","LU1496350502.SGD","IE00B7KXQ091.USD","LU2023250843.SGD","IE00BQXX3C00.GBP","PSI","LU2931357623.SGD","LU1366333091.USD","IE00BQXX3F31.USD","IE00BN29S564.USD","IE00BJJMRX11.SGD","LU0187121727.USD","LU0957791311.USD","LU2360106780.USD","LRCX","LU0061474960.USD","LU0256863811.USD","LU1670627923.USD","IE00B1XK9C88.USD","LU0251132253.USD","LU2272731600.USD","LU0444971666.USD","LU1804176565.USD","IE0004445015.USD","TDV","IE0005OL40V9.USD","SG9999002232.USD","CLSE","LU2322448957.HKD","TINY","IETC","LU2063271972.USD","KNOW","LU1917777945.USD","EPAI","LU0348723411.USD","LU0157215616.USD","BK4147","BK4585","LU0081259029.USD","IE00BWXC8680.SGD","BK4533","LU1674673428.USD","LU0868494617.USD","BK4543","IE00BKDWB100.SGD","LU2896262040.SGD","LU0097036916.USD","LRCU","LU1244550221.USD","LU0476273544.USD","LU0082616367.USD","LU0444973449.USD","LU0274383776.USD","LU1244550494.USD","LU0048584097.USD","LU1235294995.USD","BK4551","LU2023250504.SGD","RDVI","LU0708995401.HKD","LU2244417387.USD","RULE","LU1674673691.USD","LU0672654240.SGD","IE00B5949003.HKD","IE0009356076.USD","QQQG","LU1670628061.USD","TEK","LU0957808578.USD","LU0061475181.USD","LU1823568750.SGD","BK4567","SG9999002224.SGD","LU0210536198.USD","LU1815333072.USD","IE00BJJMRY28.SGD","BOBP","IE00BFSS7M15.SGD","IE00BQXX3D17.EUR","SGXZ80539844.SGD","LU0109391861.USD","LU0823434740.USD","LU0096362180.USD","LU0868494708.USD","IE00B4JS1V06.HKD","RDVY","LU1974910355.USD","LU1069347547.HKD","LU0320765059.SGD","IE00B1BXHZ80.USD","LU1035773651.USD","LU1778281490.HKD","LU2357305700.SGD","LU1267930730.SGD","LU2265009873.SGD","LU0056508442.USD","LU1046421795.USD","LU2242649171.HKD","LU2473716301.USD","BK4588","LU2250418816.HKD","LU1642822529.SGD","LU0823434583.USD","LU2272731782.SGD","LU1548497426.USD","LU1992135472.HKD","LU0417517546.SGD","LU2322448791.USD","IE00BFSS8Q28.SGD","LU1720051108.HKD","BK4581"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182196770","title":"拉姆研究：多站点扩张计划将新增基础设施与能力，实验容量提升逾50%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182196770","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182196770?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 04:15","pubTimestamp":1786652109,"startTime":"0","endTime":"0","summary":"拉姆研究（Lam Research）宣布，其筹划中的多站点扩展项目，预计将大幅增强基础设施与各项能力。此举旨在将实验容量提升超过50%。通过这一战略布局，公司有望进一步巩固其在半导体设备领域的领先地位。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IETC","LU1804176565.USD","LU2357305700.SGD","BK4581","LU0210536198.USD","BAI","LU1852331112.SGD","KNOW","BK4551","IE00B5949003.HKD","RULE","IE00B775H168.HKD","TEK","LU0256863811.USD","LU2023250504.SGD","LU0348723411.USD","LU2089985449.USD","IE00BQXX3C00.GBP","LU0672654240.SGD","LU2063271972.USD","BK4533","LU0157215616.USD","LU0708995401.HKD","LU1244550221.USD","LU1267930730.SGD","LU1235294995.USD","IE00B7KXQ091.USD","LU0048584097.USD","IE00B1BXHZ80.USD","LU0210533765.USD","LU0476273544.USD","LU2931357623.SGD","LU0109391861.USD","LU2242649171.HKD","LU1974910355.USD","IE00BWXC8680.SGD","LU0061474960.USD","LU2272731600.USD","LU0444971666.USD","LU0081259029.USD","LU1046421795.USD","LRCU","LU0320765059.SGD","LU2360106780.USD","LU0097036916.USD","LU1720051017.SGD","IE00BQXX3F31.USD","TINY","EPAI","IE0009356076.USD","BK4543","LU0444973449.USD","LU1244550494.USD","LU1670628061.USD","LU2023250843.SGD","LU0417517546.SGD","PSI","BOBP","LU2272731865.HKD","BK4585","LU0256863902.USD","IE00BFSS8Q28.SGD","IE00BFSS7M15.SGD","LU1244550577.SGD","LU0957791311.USD","LU0957808578.USD","LU1778281490.HKD","RDVY","IE00B1XK9C88.USD","LU2244417387.USD","LU2896262040.SGD","LU0274383776.USD","LU0868494708.USD","IE00B4JS1V06.HKD","LU1548497426.USD","LU1815333072.USD","LU0187121727.USD","BK4147","LU0251132253.USD","LU1992135472.HKD","LU2106854487.HKD","RDVI","LU2322448957.HKD","LU0082616367.USD","LU1496350502.SGD","LU1642822529.SGD","SG9999002224.SGD","BK4588","IE00BN29S564.USD","SGXZ80539844.SGD","LRCX","LU1670627923.USD","LU1815336760.USD","LU1366333091.USD","LU0823434583.USD","IE00BJJMRX11.SGD","LU2265009873.SGD","LU1674673428.USD","IE00BQXX3D17.EUR","LU1823568750.SGD","BK4567","LU0056508442.USD","QQQG","LU2250418816.HKD","LU1992135399.USD","IE00BKDWB100.SGD","LU2272731782.SGD","COWG","LU1917777945.USD","LU0719512351.SGD","LU1035773651.USD","LU2322448791.USD","SG9999002232.USD","LU0096362180.USD","LU0823434740.USD","LU0061475181.USD","CLSE","IE0004445015.USD","IE00BJJMRY28.SGD","LU0942090050.USD","LU1674673691.USD","LU1720051108.HKD","LU2473716301.USD","LU1069347547.HKD","ABFL","IE0005OL40V9.USD","TDV","IE00BSNM7G36.USD","LU0868494617.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659166030","title":"拉姆研究(LRCX)股票8月13日盘中上涨3.22%：投资者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2659166030","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659166030?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 00:16","pubTimestamp":1786637769,"startTime":"0","endTime":"0","summary":"• 泛林集团公布强劲的第四财季业绩，并上调全年展望。\n• 在盈利预测获上调后，华尔街分析师纷纷调高其目标价。\n• 全年营收达232.3亿美元，净利润为72.7亿美元。","market":"hk","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262103156-market-movers-lrcx-20260813","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CLSE","LU1778281490.HKD","LU0097036916.USD","LU1674673691.USD","LU2896262040.SGD","LU0942090050.USD","ABFL","IE00BWXC8680.SGD","LU0719512351.SGD","PSI","IE0004445015.USD","BK4588","LRCX","LU2357305700.SGD","EPAI","LU1815333072.USD","KNOW","COWG","LU0048584097.USD","LU0320765059.SGD","TINY","LU1720051017.SGD","IE00BKDWB100.SGD","LU2931357623.SGD","IE00B5949003.HKD","RULE","LU0056508442.USD","LU2250418816.HKD","IE00B1XK9C88.USD","QQQG","IE00BJJMRY28.SGD","LU2063271972.USD","IE00B4JS1V06.HKD","IETC","LU0444971666.USD","TEK","RDVI","LU2360106780.USD","RDVY","TDV","LU0210533765.USD","LU0256863811.USD","LRCU","LU0157215616.USD","BAI","LU1548497426.USD","LU0251132253.USD","BOBP","LU0957791311.USD","IE0005OL40V9.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658525903","title":"拉姆研究(LRCX)股票8月12日开盘上涨4.92%：投资者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2658525903","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658525903?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 21:48","pubTimestamp":1786542493,"startTime":"0","endTime":"0","summary":"• 泛林集团报告称，受人工智能基础设施建设推动，市场需求强劲。\n• 管理层上调了业绩指引及全球晶圆厂设备支出预期。\n• 公司实现年营收232.3亿美元，净利润达72.7亿美元。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262099552-market-movers-lrcx-20260812","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BFSS8Q28.SGD","LU1778281490.HKD","LU1674673691.USD","IE00BKDWB100.SGD","LU0210536198.USD","IE0009356076.USD","LRCU","IE0005OL40V9.USD","BK4588","LU1852331112.SGD","LU2063271972.USD","LU2931357623.SGD","LU1720051017.SGD","LU0348723411.USD","BK4581","LU1670627923.USD","IE00B1XK9C88.USD","EPAI","LU2272731782.SGD","TDV","PSI","LU0097036916.USD","SG9999002224.SGD","BOBP","IETC","LU0444971666.USD","CLSE","RDVI","LU0061475181.USD","LU0082616367.USD","LU0868494708.USD","LU0274383776.USD","LU0823434740.USD","LU1244550221.USD","BAI","LU1235294995.USD","QQQG","LU2473716301.USD","LU0942090050.USD","TINY","RDVY","COWG","LU1496350502.SGD","LU0957808578.USD","RULE","KNOW","ABFL","LRCX","LU2272731600.USD","TEK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102842875","title":"半导体股多数上扬，SOXL升2%，泰瑞达、阿斯麦、柯磊齐升4%，拉姆研究升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102842875","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102842875?lang=zh_cn&edition=fundamental","pubTime":"2026-08-11 21:44","pubTimestamp":1786455879,"startTime":"0","endTime":"0","summary":"半导体股多数上扬，  $费城半导体指数(SOX)$ 升逾 1%， $三倍做多半导体ETF-Direxion Daily(SOXL)$ 升 2%，泰瑞达、阿斯麦、柯磊齐升 4%，拉姆研究升 3%，应用材料、恩智浦升 2%。","market":"us","thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TER","ASMG","SOXL","ASML","LRCU","LRCX","TERG","ASMU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657525424","title":"拉姆研究(LRCX)股票8月5日盘中下跌3.25%：真相来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2657525424","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657525424?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 23:16","pubTimestamp":1785942991,"startTime":"0","endTime":"0","summary":"• 由于主要芯片制造商在产能扩张上态度保守，半导体设备需求有所放缓。\n• 地缘政治出口管制和宏观经济波动为泛林集团（Lam Research）的营收前景带来不确定性。\n• 分析师指出存在库存消化问题，这促使机构调整投资组合，减少对设备制造商的配置。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262078597-market-movers-lrcx-20260805","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2357305700.SGD","LU2089985449.USD","LU0157215616.USD","LU2023250504.SGD","TDV","LU1917777945.USD","LU0957808578.USD","LU1674673691.USD","LU0320765059.SGD","LU0868494617.USD","KNOW","QQQG","IE00BQXX3C00.GBP","CLSE","LU1267930730.SGD","IE0009356076.USD","LRCX","LU0868494708.USD","LU1815336760.USD","LU2106854487.HKD","LU2322448791.USD","ABFL","LU2023250843.SGD","LU0251132253.USD","SGXZ80539844.SGD","LU0708995401.HKD","TEK","BK4567","LU2272731865.HKD","LU1548497426.USD","BK4543","LRCU","LU0081259029.USD","TINY","RDVI","BK4585","LU0417517546.SGD","RULE","BOBP","EPAI","RDVY","IE00BFSS7M15.SGD","LU0719512351.SGD","PSI","LU2931357623.SGD","IETC","BAI","LU1778281490.HKD","COWG","LU2473716301.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116220676","title":"独家：三星、SK海力士评估中国设备，源于美国出口管制可能收紧的消息人士透露","url":"https://stock-news.laohu8.com/highlight/detail?id=1116220676","media":"美股速递","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116220676?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 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10:00","pubTimestamp":1785895207,"startTime":"0","endTime":"0","summary":"三星电子在给路透的一份声明中表示，该公司未测试中微设备以用于其中国工厂，也未考虑过这样做。SK海力士不予置评。美国商务部于2023年将三星和SK海力士的中国工厂列为“经验证的最终用户”，允许其在进口某些受管制美国设备方面享受豁免政策。对于中微和中国新兴半导体设备制造商而言，若获得三星或SK海力士的认可，将构成极具分量的商业背书。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260805:nL6S44202B:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0256863902.USD","SPRX","TDV","PTF","LU1069344957.HKD","LU0314104364.USD","LU1251922891.USD","LU1548497426.USD","LU1721428347.USD","RULE","TEK","ACMR","PSI","LU0348825331.USD","LU0390134368.USD","BAI","LU0444973449.USD","CHPS","KNOW","LU0077335932.USD","XNTK","AMAT","SMH","ABFL","BOBP","LU2125154778.USD","002371","IETC","TINY","COWG","SOXY","EPAI","KLAG","LRCU","LRCX","QQQG","688072","LU1543694498.USD","RDVY","LU0593848301.USD","688012","LU0096364046.USD","SHOC","WUGI","XITK","CLSE","LU0476273544.USD","KLAC","SOXQ","RDVI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656557738","title":"拉姆研究(LRCX)股票8月4日盘中上涨5.20%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2656557738","media":"TradingKey中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656557738?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 23:16","pubTimestamp":1785856598,"startTime":"0","endTime":"0","summary":"• 对先进半导体设备的需求推动了泛林集团在逻辑和存储领域的增长。\n• 存储厂商资本支出的增加支撑了该公司预期的利润率扩张。\n• 包括MACD和Williams 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英伟达股价上涨2.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656545675","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656545675?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 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