Lam Research 被视为AI竞赛中更偏向关键工具供应商的角色；由于关注点集中在AI基础设施上，这正是Lam所处的位置。它也被列为已取得预期成果的公司之一。
逐段跳播
当我们考察 Meta、IBM、Texas Instruments 和 Lam Research 这类公司时，我们发现它们已经取得了预期的成果。
When we look at companies like Meta, IBM, Texas Instruments, and Lam Research, we find that they have achieved the desired results.
正如 Lam Research、Meta 和 IBM 所提到的，你实际上是把它们列为投资标的。那么，你认为这些公司中存在机会吗？
As Lam Research, Meta and IBM have mentioned, you are actually listing them as investment ideas. So , do you see opportunities in these companies?
是的，我看到了。是的，我看到了。我们认为 Lam Research 更像是人工智能竞赛中关键工具的提供者。就 Lam Research 而言，这笔支出是用于新增产能的。
Yes, I see that. Yes, I see that. We view Lam Research as being more of a provider of essential tools in the artificial intelligence race. With Lam Research, this spending is imposed on new capacities.
但没错，我们对人工智能基础设施非常感兴趣，而 Lam 正是参与其中的公司。
But yes, we are very interested in AI infrastructure, and that's where Lam comes in,
这个频道对 $LRCX 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。