7月1日，应用材料盘中下跌5.21%，报670.57美元/股，成交额13.57亿美元。消息面上，知名对冲基金经理、电影《大空头》原型迈克尔·伯里公开宣布，已新建对应用材料、英伟达、特斯拉及iShares半导体ETF（SOXX）的空头头寸，认为AI相关股票上涨行情已经过度。伯里指出，费城半导体指数目前比其200日移动平均线高出约65%，该水平上一次出现是在2000年互联网泡沫时期，并称韩国大规模支出计划驱动的上涨是"行情尾声的开端"。
此外，应用材料高管加里·迪克森近期计划减持10万股、总市值约7000万美元，内部人士抛售信号进一步加重市场谨慎情绪。同板块个股中，拉姆研究跌7.59%，科磊跌7.93%，泰瑞达跌7.91%，半导体设备板块整体承压。
（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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