7月7日，拉姆研究夜盘下跌3.09%，报339.39美元/股，成交额416.29万美元。
消息面上，公司总裁兼CEO Timothy Archer于7月2日行权并以每股390.01美元出售30,000股公司股票，总价值约1,170万美元。高管在前期股价高位区间（391美元附近）大额减持，对市场情绪形成一定压制。此前受Meta出售富余算力引发算力过剩担忧，叠加AI开发进展不及预期，费城半导体指数连续两日累计暴跌11%，拉姆研究两日累跌超15%。尽管7月6日板块出现技术性反弹且摩根士丹利将目标价从331美元上调至404美元，但反弹动能未能延续。当前半导体设备板块整体承压，同板块应用材料跌2.86%、科磊跌2.9%、泰瑞达跌2.45%、阿斯麦跌1.25%，呈现共振回调态势。
（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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