应用材料（AMAT）今日盘中股价大跌5.02%，引起了市场的广泛关注。
消息面上，此次下跌主要受到科技板块整体疲软以及市场对芯片需求前景的担忧拖累。尽管有包括杰富瑞在内的多家华尔街投行上调了应用材料的目标价，但市场情绪被更广泛的负面因素主导。投资者对超大规模科技公司的人工智能（AI）资本支出持续性以及最终由谁买单感到忧虑。同时，苹果和Xbox等消费电子产品普遍涨价后，市场对芯片需求能否保持强劲也存有疑虑，这进一步打击了半导体板块的风险偏好。
此外，有报道称OpenAI的首次公开募股（IPO）可能推迟，这被视为对科技股风险偏好的另一个负面信号。在这些因素共同作用下，芯片股今日普遍承压，应用材料作为半导体设备龙头亦未能幸免。
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