---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42541864.md"
description: "$芯碁微装(09630.HK)涨了七个多点，$泰瑞达(TER.US)、$泛林集团(LRCX.US)也都涨了两三个点，半导体设备这波跟着 AI 资本开支的情绪往上走😸直写光刻的芯碁弹性更大，测试和刻蚀设备的两家稳一些。设备端在这轮芯片行情里往往较早反应景气，拿着的这几天心情不错。"
datetime: "2026-07-09T10:31:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42541864.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42541864.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42541864.md)
author: "[珏](https://longbridge.com/zh-CN/profiles/28175121.md)"
---

# $芯碁微装(09630.HK)涨了七个多点，$泰瑞达(TER.US)、$泛林集团(LRCX.US)也…


### 相关股票

- [09630.HK](https://longbridge.com/zh-CN/quote/09630.HK.md)
- [688630.CN](https://longbridge.com/zh-CN/quote/688630.CN.md)
- [TER.US](https://longbridge.com/zh-CN/quote/TER.US.md)
- [LRCX.US](https://longbridge.com/zh-CN/quote/LRCX.US.md)