7月30日，应用材料夜盘上涨3.08%，报449.89美元/股，成交额1.17万美元。消息面上，此前连续多日遭受大空头迈克尔·伯里做空压力、AI支出回报疑虑及中国光刻机竞争担忧三重夹击后，半导体设备板块出现集体反弹，同行业拉姆研究大涨6.87%，科磊涨0.83%，泰瑞达涨1.42%，板块联动带动应用材料企稳回升。
值得关注的是，此前汇丰、花旗、瑞银密集上调应用材料目标价至683至705美元区间，分析师平均目标价为641.61美元，当前股价与机构目标价存在较大折价空间，对股价形成一定支撑。
（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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