半导体设备制造商科磊今日盘前股价大幅下跌5.29%，成为市场关注的焦点。
消息面上，此次下跌与行业层面的负面消息密切相关。据《华尔街日报》报道，人工智能巨头OpenAI未能达到其销售目标，这引发了市场对ChatGPT母公司能否支撑其巨额数据中心开支能力的担忧，进而导致对整个半导体行业，特别是AI芯片需求前景的看空情绪蔓延。受此影响，美国芯片股在盘前交易中普遍下挫，科磊作为芯片制造设备的关键供应商，股价也随之受到拖累。
此外，科磊即将于次日发布最新财报，尽管此前市场预期偏乐观，但在财报发布前夕，市场情绪趋于谨慎。同时，半导体设备板块延续了上一交易日的弱势格局，包括应用材料、拉姆研究、阿斯麦在内的同业公司股价均出现不同程度下跌，板块整体抛压也对科磊股价形成了压力。
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