周四盘后，半导体设备制造商应用材料（Applied Materials，股票代码：AMAT）股价大跌5.03%，尽管公司发布了超预期的财报，但失去中国市场份额的消息引发了投资者的担忧。
在财报电话会议上，应用材料首席执行官表示，公司将无法继续服务中国DRAM市场及部分传统芯片制造市场。首席财务官进一步透露，由于贸易限制，公司在2025财年失去了超过20%的中国市场份额。这些消息显然对投资者产生了负面影响，抵消了公司强劲财务业绩带来的利好。
尽管面临挑战，应用材料的财务表现依然亮眼。公司第四季度营收达到68亿美元，高于分析师预期的66.7亿美元。此外，公司对第一季度的营收指引为68.5亿美元（上下浮动5亿美元），同样超过分析师67.6亿美元的预期。然而，这些积极的财务数据似乎未能缓解投资者对公司在中国市场前景的担忧，导致股价在盘后交易中大幅下跌。
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