7月6日，科磊夜盘上涨6.09%，报248.74美元/股，成交额117.04万美元。
消息面上，半导体设备板块整体出现超跌修复行情。此前科磊因Meta计划出售闲置AI算力引发市场对硬件需求放缓的担忧，叠加上半年累计涨幅巨大、获利盘集中兑现，单日一度大跌逾11%。经过连续调整后，板块技术性反弹需求释放，同板块个股中拉姆研究涨5.22%、应用材料涨3.7%、泰瑞达涨4.04%、阿斯麦涨2.98%，设备股集体企稳回升。多家机构此前表示，本轮回调属高位情绪杀估值，AI驱动的半导体上行周期核心逻辑未被证伪。
（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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