芯片制造设备供应商科磊（KLAC）在今日夜盘交易中股价大跌9.42%，引发了市场关注。
消息面上，科磊于当日发布了最新财报，虽然公司预测受人工智能相关需求推动，下季度营收将超出分析师平均预期，但部分分析师指出其业绩指引仅接近市场预期，未能大幅超越投资者此前的高期望，反映出部分利润率压力，因此在夜盘遭遇抛售。
此外，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。同时，半导体设备板块近期持续承压，市场对AI芯片未来需求的担忧也拖累了行业整体表现。
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