9月14日，阿斯麦盘前下跌4.02%，报1624.84美元/股，成交额408.85万美元。
消息面上，摩根士丹利此前将阿斯麦欧股目标价由1930欧元下调至1700欧元，反映对估值及中国竞争格局的谨慎态度。与此同时，Anthropic首席执行官公开呼吁全球AI行业主动降速，马斯克、奥特曼相继表态支持，摩根士丹利指出市场此前默认的"算力开支持续上行"逻辑正被打破，GPU、HBM等深度绑定大模型训练的硬件估值面临情绪回调。受此影响，半导体设备板块集体走弱，拉姆研究跌4.96%、应用材料跌5.15%、科磊跌5.11%、泰瑞达跌5.19%、AXT Inc跌7.36%，行业系统性下行进一步拖累阿斯麦表现。
（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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