7月17日，科磊盘前下跌3.79%，报210.0美元/股，成交额168.82万美元。消息面上，奥本海默在科磊第四财季业绩预览中指出AI需求仍强但估值担忧凸显，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。此前瑞银、Needham、摩根士丹利分别将科磊目标价上调至255、270、274美元，但机构集中看多未能扭转盘面弱势，抛压重新主导节奏。同板块应用材料跌5.0%、拉姆研究跌4.66%、泰瑞达跌4.51%、AXT Inc跌4.15%，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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