8月28日，应用材料盘中下跌3.09%，报467.24美元/股，成交额8.51亿美元。半导体设备板块整体延续弱势，拉姆研究跌2.97%、科磊跌3.16%、泰瑞达跌4.06%、AXT跌8.62%，板块呈现普跌格局。
消息面上，市场对AI资本开支持续性产生质疑，叠加30年期美债收益率升至5.31%创新高，融资成本抬升压制高估值科技板块情绪。此外，瑞穗近日下调应用材料及泛林集团目标价，公司高管Brice Hill提交出售10000股限制股声明，期权市场此前亦出现多笔方向性看空大单，机构资金持续押注后续走弱。尽管公司此前财报全面超预期且多家机构维持买入评级，但年内股价已翻倍后市场预期极高，板块短期仍面临估值消化压力。
（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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