等待开盘 06-26 09:30:00 美东时间
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+7.28%
Bank of America raised Micron's price target to $1,500, implying 40% upside, as analysts see AI-driven memory shortages, pricing power and long-term supply agreements fueling a multi-year semiconductor boom.
06-24 04:45
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 美股正迎来史无前例的资金涌入潮。 据最新数据,截至6月17日当周,流入美国股票基...
06-21 13:47
Rob Sechan, CEO of NewEdge Wealth, picked Lam Research as his final trade while Stephen Weiss recommended Alphabet Inc.
06-16 18:42
Daniel Loeb increases semiconductor exposure, reaffirming chips as top sector pick while adding positions in KLA, ASML, and Lam Research in Q1.
06-13 01:08
U.S. stocks bounced back from last week’s tech-led rout on Monday, as a halt to the semiconductor selloff and signs of de-escalation in the Middle East sparked a broad relief rally, with the Nasdaq 100 leading the way higher.
06-09 01:13
Evans reframes AI as a capital spending story, comparing it to the railroad era. Companies building the infrastructure will matter more than those using it. He suggests investing in power generation, grid infrastructure, semiconductors, data centers, and enterprise software.
06-01 21:16
Here's a detailed look inside the Q3 earnings report from Lam Research.
04-23 04:22
Chip-making tool sales hit $143B in 2025 as AI demand surges. Learn why stocks like ASML and AMAT are set for a strong 2026 growth cycle.
04-14 18:20
FTAI Aviation shares fell 4.3% to $259.91 on Wednesday, while Goldman Sachs declined 1.2% to $823.76; Lam Research rose 1.7%.
03-12 19:41