消息面上,RBC Capital Markets于7月14日将Qnity Electronics目标价从200美元下调至189美元,虽维持"跑赢大盘"评级并上调EBITDA预期,但明确指出半导体及电子材料板块情绪走弱。与此同时,半导体设备行业整体大幅回调,应用材料跌5.76%、拉姆研究跌6.37%、科磊跌5.5%、阿斯麦跌1.9%,板块性抛压加剧个股跌幅。
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