异动解读|应用材料夜盘上涨3.01%,半导体设备板块延续超跌反弹行情

行情直击
Jul 09

7月9日,应用材料夜盘上涨3.01%,报587.7美元/股,成交额2266.68万美元。此前该股因知名空头伯里公开做空、CEO减持及三星业绩利好出尽引发的板块抛售,近期累计大幅回落,当前延续超跌修复走势。

消息面上,半导体设备板块整体呈现反弹态势,同板块个股中拉姆研究涨2.25%、科磊涨2.04%、阿斯麦涨1.94%、泰瑞达涨1.58%。此外,高盛此前将应用材料目标价上调至645美元,摩根士丹利上调至647美元,并指出晶圆厂设备市场2028年增长预期已显著提升至约2500亿美元,DRAM设备需求增长将成为应用材料的顺风因素,为股价提供基本面支撑。

(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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