异动解读 | 美国限制对华供货叠加财报发布日,科磊盘后大跌7.06%

异动解读
Apr 30

科磊(KLAC)今日盘后股价大跌7.06%,引发了市场的广泛关注。

消息面上,据相关报道,美国商务部已下令多家芯片设备公司暂停向中国芯片制造商华虹供货,科磊作为收到相关函件的公司之一,其在中国市场的业务可能因此受到限制,并面临销售额损失的风险。此外,科磊于当日发布最新财报,市场情绪趋于谨慎,同时半导体设备板块近期持续承压,对AI芯片未来需求的担忧也拖累了行业整体表现。

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