6月25日，科磊盘中下跌3.1%，报236.91美元/股，成交额12.24亿美元。消息面上，市场对AI资本开支可持续性的担忧持续发酵，半导体设备板块延续此前调整态势。此前6月23日科磊单日大跌逾9%，当前跌势仍在延续。
行业层面，半导体设备个股普遍承压，应用材料跌1.05%，阿斯麦跌1.99%，拉姆研究跌1.55%，AXT Inc跌12.78%。尽管四大云厂商已公布的资本开支计划合计超2500亿美元、同比增长超40%，台积电6月营收同比增长30%验证先进制程需求旺盛，但短期拥挤交易的获利了结仍主导市场情绪，板块短期承压。
（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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