7月7日，应用材料夜盘下跌3.06%，报576.96美元/股，成交额1182.3万美元。此前一个交易日该股曾因多家投行上调目标价出现超跌反弹，但反弹未能延续。
消息面上，知名空头迈克尔·伯里近日公开披露对应用材料的做空头寸，认为AI半导体板块估值处于历史极端水平，费城半导体指数存在约30%回调空间。同时，公司CEO Gary Dickerson此前于6月底累计减持78,321股普通股，套现金额超5400万美元，内部人减持叠加外部做空形成共振抛压。半导体设备板块整体走弱，拉姆研究跌2.57%、科磊跌2.82%、阿斯麦跌1.67%、泰瑞达跌1.91%，前日反弹行情未能延续。
（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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