7月14日，应用材料夜盘上涨3.06%，报593.0美元/股，成交额1116.42万美元。消息面上，该股前一交易日因知名空头伯里做空AI全产业链余波发酵及急涨后获利回吐压力盘中下跌3.82%，板块整体承压。当前夜盘反弹或受此前多家投行集中上调目标价（高盛、摩根士丹利、瑞穗、Stifel等将目标价上调至630-650美元区间）及CEO释放芯片设备需求长期可见性强劲信号的基本面支撑。同板块个股中，拉姆研究涨2.77%、泰瑞达涨2.4%、科磊涨2.35%、AXT Inc涨1.8%、阿斯麦涨1.46%，板块整体回暖。
（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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