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 22:19

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。

消息面上，知名对冲基金经理、电影《大空头》原型迈克尔·伯里公开宣布做空应用材料、英伟达、特斯拉及iShares半导体ETF，认为AI相关股票涨幅已过度，费城半导体指数较200日均线溢价超65%。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%。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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