7月14日，应用材料盘中上涨5.28%，报598.04美元/股，成交额4.57亿美元。消息面上，此次上涨主要受技术性修复及多家投行集中上调目标价提振。该股前一交易日因知名空头伯里做空AI全产业链余波发酵及获利回吐压力下跌3.82%，当前呈现反弹修复。
基本面方面，高盛、摩根士丹利、瑞穗和Stifel近期集中上调该公司目标价至630-650美元区间，公司CEO释放芯片设备需求长期保持强劲的积极信号，摩根士丹利指出晶圆厂设备市场规模有望持续扩张，共同增强市场信心。板块层面，半导体设备板块整体回暖，AXT Inc涨8.84%、泰瑞达涨5.99%、拉姆研究涨5.71%、科磊涨4.37%、阿斯麦涨2.72%。
（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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