7月2日，应用材料盘中下跌3.85%，报625.5美元/股，成交额13.55亿美元，延续前一交易日大跌8.79%后的弱势格局。
消息面上，知名对冲基金经理、电影《大空头》原型迈克尔·伯里公开宣布做空应用材料、英伟达、特斯拉及iShares半导体ETF，认为AI相关股票涨幅已过度，费城半导体指数较200日均线溢价超65%。同时，最新Form 4文件确认公司CEO Gary Dickerson于6月29日至30日累计减持78,321股，套现约5500万美元，内部抛售信号加重市场谨慎情绪。同板块个股中，拉姆研究跌3.99%，科磊跌5.35%，泰瑞达跌3.09%。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.