9月14日，应用材料盘中下跌7.25%，报420.655美元/股，成交额3.63亿美元。半导体设备板块集体重挫，拉姆研究跌7.95%，阿斯麦跌6.62%，科磊跌5.85%，泰瑞达跌9.4%，AXT Inc跌9.11%。
消息面上，中美贸易摩擦持续升温叠加半导体出口管制加码，对设备板块构成系统性压力。此前公司第三财季营收同比增长25%至91.2亿美元，非GAAP每股收益3.50美元均超市场预期，CEO亦乐观展望2027年将成为公司的辉煌之年，但股价自财报发布后持续出现利好出尽式回调，反映市场对半导体设备股的期望值已处于极高水位，乐观展望未能抵御行业系统性抛压，个股随板块联动进一步走弱。
（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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