7月2日，应用材料盘前下跌3.11%，报632.1美元/股，成交额1843.33万美元。消息面上，知名对冲基金经理、电影《大空头》原型迈克尔·伯里公开宣布已建立对应用材料、英伟达、特斯拉及iShares半导体ETF的空头头寸，认为AI相关股票涨幅已经过度，费城半导体指数较200日均线溢价超65%，该极端水平上次出现于2000年互联网泡沫时期。
与此同时，最新Form 4文件确认公司总裁兼CEO Gary Dickerson于6月29日至30日累计减持78,321股普通股，成交均价约700至736美元区间，套现金额约5500万美元。在知名空头公开看空与公司核心高管大规模抛售的双重压力下，该股延续前一交易日大跌8.79%后的弱势格局。同板块个股中，拉姆研究跌2.4%，阿斯麦跌2.32%，泰瑞达跌2.42%。
（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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