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Yuvi.
$LRCX 回购额度很大，何时会改变每股盈利？
拉姆研究11月5日新增250亿美元回购授权。每股收益能否受益，要看实际回购量扣除股权激励后的净股数变化。若现金流稳定且股数持续下降，回购支撑更清楚。若周期转弱导致执行放缓，授权额度的短期作用有限。
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