7月28日，Ichor Holdings盘中下跌13.15%，报67.52美元/股，成交额2947.01万美元。消息面上，7月以来半导体设备板块交易拥挤度持续回落，叠加AI投入回报预期分歧加大，资金持续流出压制板块估值。
Ichor作为半导体资本设备关键流体输送子系统供应商，市值较小、股价弹性大，在板块整体承压背景下跌幅显著领先同业。当日行业个股普遍深跌，拉姆研究跌9.54%，应用材料跌8.34%，泰瑞达跌8.20%，科磊跌6.97%，阿斯麦跌5.09%。公司下次财报预计于8月3日盘后发布，市场预期调整后每股收益为0.21美元。
（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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