---
title: "KLA tumbles 10% as semiconductor equipment stocks face selloff"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/302769439.md"
description: "KLA drops 10%+ as AI spending concerns and supply constraints pressure semiconductor equipment stocks."
datetime: "2026-10-22T19:49:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/302769439.md)
  - [en](https://longbridge.com/en/news/302769439.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/302769439.md)
generator: "portal-rs"
---

# KLA tumbles 10% as semiconductor equipment stocks face selloff

科磊 (KLAC.US) 盘中跌超**10%**，现报**146.69 美元**。

当日半导体板块遭遇大幅抛售，费城半导体指数盘中跌超 6%。AI 相关股票普遍承压，Meta 涨资支出指引引发融资担忧，Lam Research 面临供应约束导致半导体设备股增长预期被重新评估。科磊作为半导体设备龙头同步下挫，盘中一度触及 146.58 美元低位。

近期消息面上，科磊将于 10 月 28 日盘后发布 2027 财年第一季度财报，分析师预计每股收益 1.18 美元，营收 40.4 亿美元。尽管公司上季度业绩超预期且已提高季度股息至每股 0.23 美元，但当前市盈率约 44 倍，略高于半导体行业平均水平，估值压力叠加板块情绪转弱加剧了股价下行。

机构持仓方面呈现分化，First Citizens Bank 在第三季度增持 234.9% 至 17235 股，而 Monument Capital Management 则减持 75.5%。华尔街分析师维持「温和买入」共识，平均目标价约 221 美元。

### Related Stocks

- [KLAC.US](https://longbridge.com/en/quote/KLAC.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**