7月6日，应用材料盘中上涨3.06%，报618.51美元/股，成交额6.08亿美元。
消息面上，此次上涨主要受多家投行上调目标价及半导体设备板块超跌修复行情共同驱动。高盛将应用材料目标价从520美元上调至645美元，摩根士丹利将目标价从502美元上调至647美元，直接提振市场信心。此前该股因知名空头伯里公开做空叠加CEO大额减持，连续两日累计大跌约15%，当前出现技术性买盘回补。产业资本层面，美光近日启动广岛工厂HBM扩建工程，三星与SK海力士长期扩产计划持续推进，半导体设备端实际需求逻辑未发生根本性变化。同板块个股中，拉姆研究涨3.44%、科磊涨3.36%、阿斯麦涨3.24%、泰瑞达涨7.32%，板块整体呈现修复态势。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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