7月30日，阿斯麦盘中下跌3.08%，报1534.185美元/股，成交额18.39亿美元，延续此前连续多个交易日的跌势。
消息面上，一家获中国国有资本支持的企业已开始量产自主研发的浸没式深紫外光刻机，计划今年生产约5台，明年扩大至约20台。尽管与阿斯麦去年交付131套浸没式DUV系统相比差距明显，但市场担忧中国半导体自主化进程加速将侵蚀其长期垄断地位。数据显示，阿斯麦来自中国市场的销售占比已从一季度的19%降至二季度的14%，收入持续收缩叠加本土替代预期加剧了投资者对增长前景的忧虑。半导体设备板块同步承压，科磊跌9.16%、应用材料跌6.78%、拉姆研究跌6.14%。
（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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