异动解读|泰瑞达盘中下跌8.55%,中美贸易摩擦升温叠加出口管制加码重挫半导体设备板块

行情直击
Sep 14

9月14日,泰瑞达盘中下跌8.55%,报344.4美元/股,成交额1.44亿美元。

消息面上,中美贸易摩擦持续升温叠加半导体出口管制加码,对设备板块构成系统性压力,半导体设备股集体重挫。板块内拉姆研究跌6.69%、应用材料跌6.57%、AXT Inc跌6.65%、阿斯麦跌5.82%、科磊跌4.84%,行业联动效应显著。此外,摩根士丹利此前下调阿斯麦目标价,反映机构对半导体设备行业估值及中国竞争格局的谨慎态度,进一步加剧板块抛压。泰瑞达作为半导体测试设备龙头,尽管二季度营收同比增长104%、净利润同比增长373%表现强劲,但在贸易政策不确定性下,高弹性标的承压幅度显著高于板块均值。

(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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