消息面上,公司CEO Morris S Young于6月1日及2日通过期权行权后合计减持约19.75万股,成交均价约112至113美元;此前董事Jesse Chen亦提交减持计划拟出售约10.95万股,高管密集减持信号对市场情绪形成明显压制。此外,该股此前因一季度财报超预期及AI光通信需求强劲,5月22日单日大涨超16%突破历史高点,此后持续遭遇获利了结抛压。今日半导体设备板块整体走弱,应用材料跌2.93%、泰瑞达跌2.85%、阿斯麦跌2.5%,板块承压进一步加剧个股调整。
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