7月7日，应用材料盘中下跌6.33%，报546.625美元/股，成交额9.42亿美元。
消息面上，知名空头迈克尔·伯里近日公开披露对应用材料的做空头寸，认为AI半导体板块估值处于历史极端水平，费城半导体指数存在约30%回调空间。同时，公司CEO Gary Dickerson于6月底累计减持78,321股普通股，套现金额超5400万美元，内部人减持与外部做空形成共振抛压。半导体设备板块整体走弱，同板块个股中拉姆研究跌7.28%、科磊跌6.04%、泰瑞达跌6.49%、阿斯麦跌4.42%，板块性资金流出对股价构成拖累。
（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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