8月19日，Qnity Electronics盘中下跌5.29%，报128.59美元/股，成交额2546.07万美元。
半导体设备板块连续第二个交易日集体走弱，行业个股中，AXT Inc跌9.28%，拉姆研究跌4.64%，科磊跌3.61%，应用材料跌3.58%，阿斯麦跌2.14%，板块共振持续施压。消息面上，费城半导体指数近日暴跌超6%，长端美债收益率持续冲高压制高成长科技股估值，AI债务可持续性担忧成为核心诱因，资金从AI动量板块流出转向防御资产。公司此前8月4日发布的Q2财报大幅超预期，调整后EPS为1.19美元，超市场预期11%，营收14.29亿美元同比增22%，并上调全年指引，财报后股价一度大涨逾10%。在前期累计涨幅较大的背景下，获利盘兑现压力叠加板块情绪转弱加剧回调幅度。
（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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