7月28日，应用材料夜盘下跌3.09%，报500.93美元/股，成交额376.95万美元。消息面上，有大空头之称的迈克尔·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，叠加半导体设备板块集体走弱，行业个股普遍承压，其中艾马克技术公司跌9.06%、拉姆研究跌3.38%、泰瑞达跌2.92%、科磊跌2.85%、阿斯麦跌2.57%。
值得关注的是，此前多家机构密集上调应用材料目标价，汇丰上调至683美元，花旗及瑞银上调至705美元，分析师平均目标价为641.61美元，但短期空头情绪压制下股价持续回落。公司将于8月13日公布第三财季业绩，市场预期EPS为3.36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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