7月6日，应用材料夜盘上涨4.44%，报626.89美元/股，成交额321.56万美元。此前该股因知名空头伯里公开做空叠加CEO大额减持，连续两个交易日累计大跌约15%，股价从历史高点大幅回落。
消息面上，半导体设备板块整体出现超跌修复行情，同板块个股中拉姆研究涨5.03%、科磊涨5.04%、阿斯麦涨2.86%、泰瑞达涨3.79%。产业资本层面，美光近日启动广岛工厂1.5万亿日元HBM扩建工程，三星与SK海力士十年4.4万亿人民币扩产计划持续推进，设备端实际需求逻辑未发生根本变化，多家投行维持目标价750至900美元区间，市场在急跌后出现技术性买盘回补。
（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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