7月31日，应用材料盘后上涨3.04%，报516.0美元/股，成交额2.76亿美元。
消息面上，此前连续多日遭受大空头迈克尔·伯里做空压力、AI支出回报疑虑及中国光刻机竞争担忧三重夹击后，半导体设备板块出现集体强势反弹。费城半导体指数单日涨超7%，同行业拉姆研究涨超20%，科磊、泰瑞达等纷纷走高，板块联动带动应用材料延续强势。此外，汇丰、花旗、瑞银此前密集上调应用材料目标价至683至705美元区间，分析师平均目标价为641.61美元，当前股价与机构目标价之间仍存在较大折价空间，对股价形成有力支撑。公司将于8月13日公布第三财季业绩，市场预期EPS为3.36美元，财报预期亦构成短期催化。
（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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