7月29日，应用材料盘中下跌4.3%，报455.82美元/股，成交额5.42亿美元。消息面上，知名大空头迈克尔·伯里此前公开披露对应用材料的空头仓位，并持续加码做空AI及半导体板块，预计相关芯片股整体可能出现约30%的调整，该消息持续发酵令市场承压。
此外，市场对AI基础设施巨额支出能否产生回报的疑虑升温，叠加中国光刻机竞争担忧，费城半导体指数较6月历史高点已下跌逾20%，半导体设备板块整体持续走弱。值得关注的是，此前汇丰、花旗、瑞银等机构密集上调应用材料目标价至683至705美元区间，但短期空头情绪仍主导市场走势。
（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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