应用材料(AMAT)今日盘前股价大跌5.36%，引发了市场的广泛关注。
消息面上，知名空头迈克尔·伯里近日公开披露了对应用材料的做空头寸，认为AI半导体板块的估值正处于历史极端水平，存在显著回调风险。与此同时，公司首席执行官Gary Dickerson于6月底累计减持了78,321股普通股，套现金额超过5400万美元，内部人士的大幅减持行为进一步加剧了市场的抛售压力。
此外，半导体设备板块在盘前交易时段整体表现疲软，板块性的资金流出也对应用材料的股价构成了拖累。多重负面因素叠加，导致了该股在盘前时段的大幅下挫。
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