消息面上,科磊近期遭遇高管密集减持。公司总裁兼CEO Richard P. Wallace通过10b5-1交易计划出售87,568股,成交价198.95美元;高管Brian Lorig出售59,586股,成交价208.13美元。两位高管短期内合计减持超14.7万股,市场将此解读为管理层对当前估值的谨慎信号。与此同时,半导体设备板块整体走弱,应用材料跌3.4%,拉姆研究跌3.82%,阿斯麦跌1.67%,泰瑞达跌6.18%,AXT Inc跌11.65%,行业性抛压进一步放大科磊跌幅。
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