9月14日，应用材料夜盘下跌3.06%，报442.52美元/股，成交额366.22万美元。半导体设备板块整体承压，拉姆研究跌3.16%，阿斯麦跌2.5%，科磊跌2.71%，泰瑞达跌3.46%，AXT Inc跌5.42%。
消息面上，公司CEO近日在高盛会议上表示服务业务年增长率超20%、利润率提升180个基点，并展望2027年将是公司"大年"，但乐观表态未能抵御板块整体抛压。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美元均超预期，但股价已在财报后出现"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高位，叠加中美贸易摩擦升温施压板块，个股随行业联动走弱。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.