7月28日，应用材料盘前下跌3.85%，报493.72美元/股，成交额343.52万美元。消息面上，有大空头之称的迈克尔·伯里此前公开披露对应用材料的空头仓位，并持续加码做空AI及半导体板块，预计相关芯片股整体可能出现约30%的调整。受空头情绪压制，半导体设备板块整体承压，行业个股中艾马克技术公司跌9.04%、拉姆研究跌4.16%、阿斯麦跌3.65%、科磊跌3.59%、泰瑞达跌3.49%。值得关注的是，此前汇丰、花旗、瑞银密集上调应用材料目标价至683至705美元区间，分析师平均目标价为641.61美元，但短期空头情绪仍主导市场走势。
（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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