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AMAT 应用材料
盘后交易 07-06 17:12:40 EDT
592.79
-10.25
-1.70%
盘后
594.00
+1.21
+0.20%
17:12 EDT
最高
629.00
最低
591.68
成交量
857.16万
今开
627.76
昨收
603.04
日振幅
6.19%
总市值
4,700亿
流通市值
4,700亿
总股本
7.93亿
成交额
51.56亿
换手率
1.08%
流通股本
7.93亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
异动解读｜应用材料盘中上涨3.06%，多家投行上调目标价叠加板块超跌反弹
行情直击 · 07-06 21:42
异动解读｜应用材料盘中上涨3.06%，多家投行上调目标价叠加板块超跌反弹
“算力过剩”纯属多虑！花旗预判美股芯片股前景分化：看多美光科技(MU.US)、看淡高通(QCOM.US)
智通财经 · 07-06 21:07
“算力过剩”纯属多虑！花旗预判美股芯片股前景分化：看多美光科技(MU.US)、看淡高通(QCOM.US)
异动解读 | 高盛上调目标价叠加板块超跌反弹，应用材料盘前大涨5.13%
异动解读 · 07-06 20:06
异动解读 | 高盛上调目标价叠加板块超跌反弹，应用材料盘前大涨5.13%
异动解读｜应用材料盘前上涨3.43%，半导体设备板块超跌反弹带动修复
行情直击 · 07-06 16:03
异动解读｜应用材料盘前上涨3.43%，半导体设备板块超跌反弹带动修复
异动解读 | 半导体设备板块超跌反弹，应用材料夜盘大涨5.03%
异动解读 · 07-06 08:10
异动解读 | 半导体设备板块超跌反弹，应用材料夜盘大涨5.03%
异动解读｜应用材料夜盘上涨4.44%，半导体设备板块超跌反弹带动修复
行情直击 · 07-06 08:09
异动解读｜应用材料夜盘上涨4.44%，半导体设备板块超跌反弹带动修复
美股夜盘｜迈威尔科技跌超3%；康宁跌超4%；闪迪跌超3%，希捷科技跌近3%
老虎资讯综合 · 07-03
美股夜盘｜迈威尔科技跌超3%；康宁跌超4%；闪迪跌超3%，希捷科技跌近3%
美股成交额TOP20：存储股继续下跌，闪迪跌超14%，美光跌超5%；特斯拉二季度交付48万辆，同比大增25%
环球市场播报 · 07-03
美股成交额TOP20：存储股继续下跌，闪迪跌超14%，美光跌超5%；特斯拉二季度交付48万辆，同比大增25%
美股异动 | 半导体设备股连续两日重挫，科磊大跌超9%
老虎资讯综合 · 07-02
美股异动 | 半导体设备股连续两日重挫，科磊大跌超9%
美股异动 | 半导体设备股延续跌势 泛林集团(LRCX.US)两日跌超15%
智通财经 · 07-02
美股异动 | 半导体设备股延续跌势 泛林集团(LRCX.US)两日跌超15%
异动解读 | 应用材料盘中大跌5.05%，大空头伯里做空叠加CEO大额减持双重施压
异动解读 · 07-02
异动解读 | 应用材料盘中大跌5.05%，大空头伯里做空叠加CEO大额减持双重施压
异动解读｜应用材料盘中下跌3.85%，大空头伯里做空叠加CEO大额减持持续承压
行情直击 · 07-02
异动解读｜应用材料盘中下跌3.85%，大空头伯里做空叠加CEO大额减持持续承压
异动解读｜应用材料盘前下跌3.11%，大空头伯里做空叠加CEO大额减持持续承压
行情直击 · 07-02
异动解读｜应用材料盘前下跌3.11%，大空头伯里做空叠加CEO大额减持持续承压
异动解读｜应用材料夜盘上涨3.27%，报672.21美元
行情直击 · 07-02
异动解读｜应用材料夜盘上涨3.27%，报672.21美元
遭“大空头”伯里做空卡特彼勒(CAT.US)一度跌近7% 半导体板块全线下跌
智通财经 · 07-02
遭“大空头”伯里做空卡特彼勒(CAT.US)一度跌近7% 半导体板块全线下跌
Form 4 | APPLIED MATERIALS 总裁兼CEO Gary E. Dickerson 累计减持78,321股普通股
公告助手 · 07-02
Form 4 | APPLIED MATERIALS 总裁兼CEO Gary E. Dickerson 累计减持78,321股普通股
费城半导体指数扩大跌幅至5.87%，泛林集团(LRCX.O)跌11.24%，应用材料(AMAT.O)跌11.24%，美光
格隆汇 · 07-02
费城半导体指数扩大跌幅至5.87%，泛林集团(LRCX.O)跌11.24%，应用材料(AMAT.O)跌11.24%，美光
异动解读 | “大空头”公开做空叠加高管减持，应用材料盘中大跌8.79%
异动解读 · 07-02
异动解读 | “大空头”公开做空叠加高管减持，应用材料盘中大跌8.79%
异动解读｜应用材料盘中下跌5.21%，大空头伯里公开做空叠加高管大额减持双重承压
行情直击 · 07-01
异动解读｜应用材料盘中下跌5.21%，大空头伯里公开做空叠加高管大额减持双重承压
应用材料股价下跌8.1%。
智通财经 · 07-01
应用材料股价下跌8.1%。
公司概况
公司名称：
应用材料
所属市场：
NASDAQ
上市日期：
--
主营业务：
应用材料公司，成立于1967年，是一家在特拉华州成立的全球性公司，在材料工程方面拥有广泛的能力，公司为半导体、显示器和相关行业提供制造设备、服务和软件。凭借其多样化的技术能力，该公司提供的产品和服务能够提高设备性能、产量和成本。该公司的客户包括半导体芯片、液晶和有机发光二极管（OLED）显示器以及其他电子设备的制造商。
发行价格：
--
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21:07","pubTimestamp":1783343226,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，花旗分析师在研报中表示：“鉴于2026年下半年DRAM芯片价格有望走高，我们将美光科技列入上行催化剂观察名单;同时，由于智能手机销量增长疲软，将高通列入下行催化剂观察名单。”花旗还表示，看好AMD在下半年实现GPU市场份额提升;同时，德州仪器有望凭借下半年向英伟达供应电源芯片获得上涨空间。周一美股盘前，截至发稿，芯片板块反弹，美光科技盘前涨近4%，高通涨近2%，AMD涨超4%，德州仪器涨超2%，应用材料涨近6%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1463771.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["NVDQ","BK4585","LU0672654240.SGD","LU0784383803.USD","LU0786609619.USD","LU2108987350.USD","LU0210533765.USD","IE000W1ABFV2.USD","LU2065169927.USD","IE00BYQQ9H92.USD","IE00B775SV38.USD","LU1674673428.USD","LU2462591277.SGD","LU0795875086.SGD","IXN","LU1697837992.HKD","LU2637965513.SGD","LU0276348264.USD","ABFL","LU0158827781.USD","LU0957791311.USD","LU1316542783.SGD","LU2357305700.SGD","IE00B1XK9C88.USD","LU0072461881.USD","LU1670710588.SGD","LU2999663052.SGD","LU1244550221.USD","LU1670627923.USD","LU1861127337.USD","LU0861579265.USD","LU2077746001.SGD","AMYY","IE00B3M56506.USD","LU2236285917.USD","BK4550","LU0792757196.USD","LU1003077747.HKD","LU0353189680.USD","LU1551013425.SGD","LU2471134879.HKD","IE00BJTD4V19.USD","RULE","BK4512","SGXZ99366536.SGD","LU1435385759.SGD","LU2954938101.SGD","IE00BFSS7M15.SGD","LU2191332357.HKD","LU2125154935.USD","TYLG","IE00BMPRXQ63.HKD","LU1989763005.USD","LU0170899867.USD","AMDD","ANV","LU2237443978.SGD","AMDS","LU2168564495.EUR","LU1084165304.USD","LU2746668461.USD","IE00BJJMRX11.SGD","BK4549","BK4604","FCOM","IE0001KFT4U8.USD","IE00BFSS8Q28.SGD","LU2471134952.CNY","LU2506951792.HKD","LU0742537680.HKD","LU1914381329.SGD","LU0345769128.USD","LU2237443622.USD","LU0109391861.USD","LU1066051498.USD","LU2125909247.SGD","SMHX","IE00BKDWB100.SGD","LU0256863902.USD","LU0731783048.USD","LU0289739343.SGD","LU2746668974.SGD","HK0000532082.HKD","IETC","LU0203345920.USD","LU1803068979.SGD","BK4503","CGGO","SG9999014559.SGD","LU2083900584.USD","LU2089284900.SGD","LU0772969993.USD","LU2361045086.USD","LU0889565833.HKD","LU2552382215.SGD","LU0082616367.USD","NVD","METW","LU0310800965.SGD","LU0096362180.USD","LU1861215975.USD","LU1935043536.SGD","LU2097829019.USD","LU0069063385.USD","LU0868494708.USD","LU2290526834.HKD","LU0157215616.USD","IE000YTNTUN2.SGD","LU0154236417.USD","LU0274383776.USD","LU1116320737.USD","LU2360106780.USD","LU0342679015.USD","IE00B5TLWC47.USD","NVDS","LU1791710400.SGD","LU1988902786.USD","BK4587","LU2456880835.USD","QCML","LU2111349929.HKD","LU1691799644.USD","LU2087625088.SGD","IE00B3T34201.USD","LU2102340556.USD","LU0708994859.HKD","FXL","IE00BGHQDM52.EUR","BK4207","AMDY","IE00B7KXQ091.USD","LU2931357623.SGD","LU0354030511.USD","SG9999003800.SGD","LU1280957306.USD","LU2023250330.USD","LU2286300806.USD","IE00BMPRXN33.USD","LU2487616109.SGD","LU0320765489.SGD","LU2237443465.HKD","LU1127390331.HKD","LU2272731600.USD","LU0080751232.USD","LU1153585028.USD","BK4543","LU2092937148.SGD","IE00B4YYXB79.USD","LU0312595415.SGD","LU0820561909.HKD","LU1989764748.USD","NVD2.UK","XNTK","BK4561","LU1868837136.USD","LU1069344957.HKD","NVDD","LU1303367103.USD","LU0476273544.USD","NULC","IE00BVYPNV92.GBP","LU1037948897.HKD","LU1629891620.HKD","LU0823421333.USD","IE00BK4W5M84.HKD","LU1400636574.HKD","IE00BD6J9T35.USD","LU2125909593.SGD","SHOC","LU0106831901.USD","IE00BMPRXR70.SGD","LU0859254822.USD","LU2326559502.SGD","LU0203347892.USD","FBY","LU0029864427.USD","SPTE","LU0210536198.USD","EFIV","SOXX","TRFK","LU0965509010.AUD","MULL","LU1481011911.USD","BK4612","LU2430703178.SGD","CHPS","IE00BHPRN162.USD","LU0417517546.SGD","HK0000320223.HKD","BK4588","EGGY","IE00BK4W5L77.USD","LU2211815571.USD","LU0138981039.USD","LU0006306889.USD","DAMD","LU0724617625.USD","LU0345769631.USD","LU2065171311.SGD","LU1244550494.USD","LU1064131342.USD","LU1674673691.USD","IE0034235295.USD","LU2271345857.HKD","LU1852331112.SGD","LU2237957902.USD","TXN","LU0823421416.USD","SOCL","QCOM","LU2063271972.USD","LU0267386448.USD","LU0162691827.USD","IE00BQXX3D17.EUR","LU0965509283.SGD","LU1670711123.USD","LU2237438978.USD","LU0320765059.SGD","LU1815333072.USD","LU2265009873.SGD","IYF","SG9999015978.USD","LU2294711713.HKD","LU0203201768.USD","LU0130102774.USD","WISE","HK0000306701.USD","LU2242650005.HKD","BK4524","VOX","LU2065171402.SGD","LU1400636657.SGD","LU0265550359.USD","LU0314106906.USD","LU0820562030.AUD","MUD","TINY","CNEQ","BK4573","LU0354030438.USD","LU2272731865.HKD","LU0081259029.USD","AIPI","LU1323610961.USD","LU0784385170.HKD","LU0011850046.USD","LU2860962120.EUR","LU0545039389.USD","QQQG","LU1804176565.USD","LU0868494617.USD","LU2403377893.USD","BK4559","LU0964807845.USD","SNVD.UK","LU0553294199.USD","LU2347655156.SGD","METU","SGXZ31699556.SGD","LU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| 高盛上调目标价叠加板块超跌反弹，应用材料盘前大涨5.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108510067","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1108510067?lang=zh_cn&edition=full","pubTime":"2026-07-06 20:06","pubTimestamp":1783339612,"startTime":"0","endTime":"0","summary":"应用材料（AMAT）今日盘前股价大幅上涨5.13%，引起了市场的广泛关注。消息面上，此次上涨主要受到两大因素驱动。首先，高盛在盘前交易时段将应用材料的目标股价从520美元上调至645美元，这一积极的评级调整直接提振了市场信心。其次，半导体设备板块整体出现超跌修复行情，为股价提供了支撑。产业资本层面，美光近日启动了广岛工厂的HBM扩建工程，三星与SK海力士的长期扩产计划也在持续推进，这印证了半导体设备端的实际需求逻辑并未发生根本性变化。此外，多家投行此前仍维持对该股较高的目标价区间，市场在经历此前因做空和减持导致的急跌后，出现了技术性买盘回补。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183194292","title":"异动解读｜应用材料盘前上涨3.43%，半导体设备板块超跌反弹带动修复","url":"https://stock-news.laohu8.com/highlight/detail?id=1183194292","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1183194292?lang=zh_cn&edition=full","pubTime":"2026-07-06 16:03","pubTimestamp":1783325031,"startTime":"0","endTime":"0","summary":"7月6日，应用材料盘前上涨3.43%，报624.96美元/股，成交额417.95万美元。消息面上，半导体设备板块整体出现超跌修复行情。产业资本层面，美光近日启动广岛工厂HBM扩建工程，三星与SK海力士长期扩产计划持续推进，半导体设备端实际需求逻辑并未改变。多家投行仍维持对该股750至900美元的目标价区间，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。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151643744","title":"异动解读 | 半导体设备板块超跌反弹，应用材料夜盘大涨5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151643744","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1151643744?lang=zh_cn&edition=full","pubTime":"2026-07-06 08:10","pubTimestamp":1783296633,"startTime":"0","endTime":"0","summary":"应用材料（AMAT）在夜盘交易时段出现大涨，涨幅达5.03%，引起了市场的关注。消息面上，此次上涨主要受到半导体设备板块整体超跌修复行情的带动。同板块的拉姆研究、科磊、阿斯麦、泰瑞达等个股也同步上涨。产业资本层面，美光近日启动了广岛工厂的HBM扩建工程，三星与SK海力士的长期扩产计划也在持续推进，这表明半导体设备端的实际需求逻辑并未发生根本性变化。此外，多家投行仍维持对该股750至900美元的目标价区间，市场在经历此前急跌后，出现了技术性买盘回补。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190257333","title":"异动解读｜应用材料夜盘上涨4.44%，半导体设备板块超跌反弹带动修复","url":"https://stock-news.laohu8.com/highlight/detail?id=1190257333","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1190257333?lang=zh_cn&edition=full","pubTime":"2026-07-06 08:09","pubTimestamp":1783296580,"startTime":"0","endTime":"0","summary":"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%。（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。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175677661","title":"美股夜盘｜迈威尔科技跌超3%；康宁跌超4%；闪迪跌超3%，希捷科技跌近3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175677661","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1175677661?lang=zh_cn&edition=full","pubTime":"2026-07-03 08:14","pubTimestamp":1783037692,"startTime":"0","endTime":"0","summary":"芯片股下跌，三倍做多半导体ETF-Direxion Daily跌5.17%，ARM Holdings跌3.38%，联电跌3.15%，迈威尔科技跌3.12%，Cerebras Systems跌2.72%，英特尔、应用材料跌2.43%，美国超微公司跌1.97%。存储芯片股下跌，Roundhill Memory ETF跌5.07%，西部数据跌3.80%，闪迪跌3.50%，希捷科技跌2.97%，美光科技跌2.96%，其中，闪迪受Anthropic自研AI芯片消息拖累半导体板块影响。光通信股下跌，康宁跌4.35%，Applied Optoelectronics Inc.跌4.09%，AXT Inc跌3.92%，Credo Technology Group Holding Ltd跌2.89%，Coherent跌2.79%，Lumentum Holdings Inc.跌2.62%，其中，AXT Inc与Coherent签署主开发与供应协议消息受到关注。","market":"us","thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHX","DAMD","INTC","GLWG","LNOK","AMDD","SNDK","AAOI","MUD","BEZ","IREX","KBDU","SNDU","UMC","MRVU","ARMW","MULL","ARM","NIOG","IREG","IREZ","BEX","CRDU","KPDD","CRWU","LITX","DLLL","PDDL","AMDU","AMAT","XPEG","CRWV","NOK","ARMU","AXTI","COHR","GLW","MUU","WDC","SNDC","BIDU","AMD","BEG","NBIS","CBRS","YINN","AMDL","CWII","DRAM","SOXL","SNXX","AMDY","NBIZ","IREN","AMUU","ARMG","BIDG","INTW","LINT","BE","CORD","CWVX","MRVL","MU","SNDG","MVLL","NIO","CRDO","STX","AMDW","NBIL","XPEV","CRWG","LITE","AMYY","WDCX","AMDG","NEBX","IRE","SNDQ","PDD","DELL"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2648633719","title":"美股成交额TOP20：存储股继续下跌，闪迪跌超14%，美光跌超5%；特斯拉二季度交付48万辆，同比大增25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648633719","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648633719?lang=zh_cn&edition=full","pubTime":"2026-07-03 07:02","pubTimestamp":1783033348,"startTime":"0","endTime":"0","summary":"周四美股成交额第1名美光科技收跌5.49%，成交602.54亿美元。美光科技连续两个交易日大幅下跌，昨日下跌逾10%。不过多家机构认为存在过度解读，Meta此举更像是为巨额AI开支寻找商业化出口，而非基本面反转。特斯拉将员工每周AI支出上限设为200美元。据该公司内部备忘录及知情人士报道，特斯拉上月通知员工，将从7月6日起对员工的人工智能支出设定每周200美元的上限。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-03/doc-inifnhrk2456201.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2413665964.HKD","LU0640476718.USD","LU0198837287.USD","LU2097829019.USD","LU1435385759.SGD","IE00B5949003.HKD","LU2272731600.USD","09766","TSLG","IE00BN29S564.USD","LU1670628061.USD","LU2458330169.SGD","BK4532","LU1989764748.USD","BK4099","LU0006306889.USD","LU1035775433.USD","LINT","LU0130102774.USD","LU2552382058.USD","BK4535","LU0109391861.USD","LU0276348264.USD","LU0889566641.SGD","LU1670627923.USD","LU2413666004.HKD","LU2860962120.EUR","IE00B19Z8X17.USD","LU2361045086.USD","CRSH","LU2168564065.EUR","IE00B775SV38.USD","LU0314106906.USD","LU0787776722.HKD","LU0882574139.USD","LU1852331112.SGD","SGXZ51526630.SGD","LU1861558580.USD","TLA","LU2506952097.USD","LU1861220033.SGD","LU0069063385.USD","BK4139","LU0082616367.USD","IE00B1BXHZ80.USD","LU0354030511.USD","LU0433182093.SGD","LU0211327993.USD","LU1267930813.SGD","LU0823411888.USD","IE0005OL40V9.USD","LU2750360641.GBP","IE00B19Z3581.USD","LU2237443465.HKD","IE00BWXC8680.SGD","TSL","LU2357305700.SGD","LU2237443382.USD","FBYY","LU0061474960.USD","LU2430703095.HKD","IE00BLSP4239.USD","LU2211815571.USD","LU2322448791.USD","LU1868837300.USD","BK4612","LU0310799852.SGD","LU0097036916.USD","07366","LU2954938101.SGD","BK4543","IE000MB6IJN5.SGD","LU0878866978.SGD","TSLA","IE000Q6AESB8.SGD","LU1989772923.USD","IE00BMPRXR70.SGD","LU0320765489.SGD","LU1670710588.SGD","LU2357627491.SGD","LU2360107168.USD","LU1934455277.USD","LU2111349929.HKD","LU2244417387.USD","BK4551","SG9999014914.USD","LU1823568750.SGD","LU0174119429.USD","LU0345769631.USD","LU0985489474.SGD","BK4507","IE0008368304.USD","LU0965509010.AUD","BK4554","SG9999004303.SGD","IE00BLSP4452.SGD","LU2477742899.HKD","BK4587","LU0353189680.USD","LU1153585028.USD","LU2756315664.SGD","BK4077","TSLW","IE000YTNTUN2.SGD","LU0061475181.USD","LU1582987597.SGD","LU2250418816.HKD","SG9999015986.USD","LU1815333072.USD","LU1267930730.SGD","METD","IE00BQXX3C00.GBP","LU0738911758.USD","BK4170","IE00B4YYXB79.USD","LU1046421795.USD","INTC","LU2237443549.SGD","LU2543165471.USD","IE0001KFT4U8.USD","LU0096364046.USD","LU0170899867.USD","LU1582986359.USD","LU0124676726.USD","LU2417539215.USD","IE00BDRTCR15.USD","LU2552382132.HKD","LU1861559042.SGD","LU1582986433.USD","LU2065169927.USD","LU1037948897.HKD","LU0708994859.HKD","AAPU","LU1803068979.SGD","LU2462591350.SGD","LU1429558221.USD","LU0210528500.USD","BK4555","LU1935042215.USD","IE000SO60NU8.SGD","KLAG","LU1582987324.SGD","LU1069344957.HKD","BK4533","LU0203202063.USD","LU2756315318.SGD","LU1242518857.USD","BK4605","LU1935043536.SGD","LU2097344431.USD","BK4548","LU0823421333.USD","LU0943347566.SGD","LU0211328371.USD","LU0957808578.USD","LU0979878070.USD","LU0106261372.USD","LU1720051017.SGD","LU1720051108.HKD","LU1721428933.USD","LU2404859741.USD","LU2720916845.USD","LU0158827781.USD","LU1815336760.USD","LU0823421416.USD","LU0889565833.HKD","LU2249611893.SGD","LU1989771016.USD","LU0965509283.SGD","LU1839511570.USD","LU0310800379.SGD","LU2317271919.USD","LU0149725797.USD","LU0072462426.USD","SG9999014575.USD","BK4602","HK0000819398.USD","LU2023250843.SGD","LU0057025933.USD","LU1323610961.USD","SG9999015358.SGD","HK0000320223.HKD","BK4534","IE0034235303.USD","LU1206712785.SGD","IE00BQXX3F31.USD","SG9999002224.SGD","LU0345768153.USD","07766","LU0256863902.USD","SG9999018865.SGD","LU2896262040.SGD","TSLT","LU1206713676.USD","LU1564329461.SGD","LU1718418525.SGD","SG9999014880.SGD","LU2100268510.USD","LU0726765562.USD","LU2271345857.HKD","LU2168564149.EUR","LU0859254822.USD","LU2602419157.SGD","LU0056508442.USD","SG9999014542.SGD","LU2087625088.SGD","LU2506951958.HKD","META","INTW","LU0784385840.USD","LU2931357623.SGD","LU0345768740.USD","BK4550","LU0109392836.USD","LU2213496289.HKD","IE00B1XK9C88.USD","LU1244550221.USD","LU2286300806.USD","LU0965509101.SGD","LU0061474705.USD","LU0820561909.HKD","AAPB","LU2089985449.USD","LU0345770993.USD","IE0000B7K699.USD","LU1242518931.SGD","IE00BFSS7M15.SGD","LU2247934214.USD","LU1551013342.USD","TSLO","04336","LU2750360997.AUD","LU0788109477.HKD","LU0792757196.USD","LU2089284900.SGD","LU1670710661.SGD","LU2065170008.USD","LU0719512351.SGD","LU0203347892.USD","LU0081259029.USD","LU2347655073.USD","BK460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| 半导体设备股连续两日重挫，科磊大跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135183021","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1135183021?lang=zh_cn&edition=full","pubTime":"2026-07-02 23:20","pubTimestamp":1783005616,"startTime":"0","endTime":"0","summary":"周四，美股半导体设备股延续跌势，连续两日大跌，泛林集团(LRCX.US)跌超7%，两日累计跌超15%；科磊(KLAC.US)大跌超9%，应用材料(AMAT.US)跌超7%。Meta出售富余算力，让市场开始担心一个反向情景：如果算力不是绝对稀缺，如果GPU集群存在阶段性闲置，那么“卖铲人”的估值溢价就需要重新评估。不过分析人士指出，真正的关注点在于大厂是否下调AI Capex。如果Capex不降，这只是AI基建商业模式升级。如果Capex下修，那才是AI硬件链需要重新定价的开始。","market":"us","thumbnail":"https://community-static.tradeup.com/news/da04da9d391263a258abdbd317e56fa4","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/da04da9d391263a258abdbd317e56fa4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KLAC","LRCX","KLAG","LRCU","AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648098686","title":"美股异动 | 半导体设备股延续跌势 泛林集团(LRCX.US)两日跌超15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648098686","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648098686?lang=zh_cn&edition=full","pubTime":"2026-07-02 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| 应用材料盘中大跌5.05%，大空头伯里做空叠加CEO大额减持双重施压","url":"https://stock-news.laohu8.com/highlight/detail?id=1148158060","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1148158060?lang=zh_cn&edition=full","pubTime":"2026-07-02 22:30","pubTimestamp":1783002601,"startTime":"0","endTime":"0","summary":"应用材料今日盘中股价大跌5.05%，引发市场关注。消息面上，此次股价下跌主要受到两方面因素影响。最新监管文件显示，应用材料总裁兼首席执行官Gary Dickerson于近期累计减持了78,321股公司普通股，套现金额约5500万美元。核心高管的大规模抛售行为进一步加剧了市场的谨慎情绪，在外部空头压力与内部减持信号的双重作用下，该股延续了前期的弱势格局。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188224985","title":"异动解读｜应用材料盘中下跌3.85%，大空头伯里做空叠加CEO大额减持持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1188224985","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1188224985?lang=zh_cn&edition=full","pubTime":"2026-07-02 22:19","pubTimestamp":1783001980,"startTime":"0","endTime":"0","summary":"7月2日，应用材料盘中下跌3.85%，报625.5美元/股，成交额13.55亿美元，延续前一交易日大跌8.79%后的弱势格局。同时，最新Form 4文件确认公司CEO Gary Dickerson于6月29日至30日累计减持78,321股，套现约5500万美元，内部抛售信号加重市场谨慎情绪。同板块个股中，拉姆研究跌3.99%，科磊跌5.35%，泰瑞达跌3.09%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1119865648","title":"异动解读｜应用材料盘前下跌3.11%，大空头伯里做空叠加CEO大额减持持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1119865648","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1119865648?lang=zh_cn&edition=full","pubTime":"2026-07-02 16:18","pubTimestamp":1782980301,"startTime":"0","endTime":"0","summary":"7月2日，应用材料盘前下跌3.11%，报632.1美元/股，成交额1843.33万美元。与此同时，最新Form 4文件确认公司总裁兼CEO Gary Dickerson于6月29日至30日累计减持78,321股普通股，成交均价约700至736美元区间，套现金额约5500万美元。在知名空头公开看空与公司核心高管大规模抛售的双重压力下，该股延续前一交易日大跌8.79%后的弱势格局。同板块个股中，拉姆研究跌2.4%，阿斯麦跌2.32%，泰瑞达跌2.42%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171720936","title":"异动解读｜应用材料夜盘上涨3.27%，报672.21美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1171720936","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1171720936?lang=zh_cn&edition=full","pubTime":"2026-07-02 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