7月16日，科磊盘前下跌3.02%，报217.52美元/股，成交额421.95万美元。消息面上，瑞银此前将科磊目标价从218美元上调至255美元，Needham、摩根士丹利亦分别上调至270美元、274美元，但机构集中看多仍未扭转盘面弱势。费城半导体指数7月累计下跌约12%，AI叙事生变令半导体设备板块持续承压，前期反弹动能消退后抛压重新主导节奏。同板块应用材料跌3.0%、拉姆研究跌3.62%、泰瑞达跌4.0%，设备股延续集体回落。
（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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