8月19日，应用材料盘中下跌3.34%，报495.07美元/股，成交额5.63亿美元。半导体设备板块集体走弱，拉姆研究跌3.98%，泰瑞达跌5.58%，科磊跌3.07%，阿斯麦跌1.78%，AXT Inc跌10.02%，板块共振加剧公司回调幅度。
消息面上，长端美债收益率持续冲高对高成长科技股估值形成压制，费城半导体指数重挫近5%，资金从AI动量板块流出转向防御资产。公司此前公布Q3财报营收91.2亿美元同比增25%、Q4营收指引中值102.5亿美元均超预期，财报后多家投行密集上调目标价，但在股价年内已翻倍的背景下，市场对利好兑现后的获利盘压力持续存在，叠加板块系统性抛压主导当前回调。
（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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