9月1日，科磊盘中下跌3.19%，报169.92美元/股，成交额1.12亿美元。
消息面上，瑞银将科磊目标价由215美元下调至200美元，维持中性评级。与此同时，半导体设备板块集体走弱，应用材料跌3.64%，拉姆研究跌3.28%，泰瑞达跌5.11%，AXT Inc跌9.35%，行业整体承压。
基本面方面，科磊虽在此前财报中交出营收同比增长15%至36.6亿美元的亮眼成绩，但市场对其中国区收入占比超30%所面临的出口管制风险、投入成本上升导致的毛利率压力持续担忧。此外，公司CEO及高管近期接连减持股份，亦对市场情绪形成压制。科磊公司是过程控制领域的全球领导者，为半导体、印刷电路板和显示器等行业提供流程支持解决方案。
（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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