U.S. stock night trading volatility: Lam Research fell 3.46% in after-hours trading, as the etching price war erodes competitive advantages

U.S. Stock Night Market Movements

Lam Research fell 3.46% in the night market. Based on recent key news:

1. On July 20, Oppenheimer listed Lam Research as a top pick in its momentum stock recommendations, believing its market share in the semiconductor manufacturing segment will continue to expand. This report boosted Lam Research's stock price, which rose about 1% in pre-market trading. Source: Oppenheimer

2. On July 21, increased market competition led to price pressures in the selective etching and atomic layer deposition sectors, which may erode the company's competitive advantage in the 3nm node manufacturing cycle. Source: MarketBeat

3. On July 19, MarketBeat did not include Lam Research in its list of top five stocks recommended by analysts, despite its rating of "Moderate Buy," as analysts found the other five stocks more attractive. Source: MarketBeat The semiconductor industry is facing intensified competition and requires attention.

Stocks with High Trading Volume in the Industry

Applied Materials fell 3.41% in the night market. Based on recent key news:

1. On July 21, market analysts pointed out that Applied Materials' reliance on the Chinese market may pose structural risks, especially in light of the U.S. government's potential implementation of stricter technology export restrictions. This uncertainty led to a decline in stock price.

2. On July 20, analyst reports indicated that Applied Materials was not included in the list of top five stocks recommended by analysts, despite its rating of Moderate Buy. This suggests a lack of market confidence in its future performance, affecting its stock price.

3. On July 22, market observers noted that technology stocks have recently experienced significant adjustments, and although the fundamentals of AI and tech companies remain solid, Applied Materials' stock price is still affected by volatility. The semiconductor industry faces policy and technological risks.

ASML fell 1.31% in the night market. Based on recent key news:

1. On July 20, ASML announced its second-quarter financial report, with revenue and net profit exceeding expectations, and raised its full-year revenue guidance to €43-45 billion, driving strong stock performance. Source: Reuters

2. On July 20, Bernstein raised ASML's revenue forecasts for 2027 and 2028, but the stock price fell despite the release of a strong quarterly report, reflecting a cooling market sentiment towards the AI boom. Source: Wall Street Insights

3. On July 21, ASML announced a retention bonus plan to address the talent competition in the semiconductor industry, set to be implemented in 2027, with a maximum reward of €20,000. Source: Zhitong Finance The semiconductor industry's expansion cycle is confirmed, with strong equipment demand.

KLA fell 3.25% in the night market. Based on recent news:

1. On July 21, UBS lowered KLA's target price from $255 to $240, maintaining a "Neutral" rating. This move reflects market concerns about the company's future profitability, leading to a decline in stock price.

2. On July 22, the U.S. Department of Commerce expanded export restrictions on semiconductor manufacturing equipment, particularly targeting the inspection and measurement tools where KLA holds a dominant market share, threatening the company's long-term international sales and increasing market uncertainty On July 20th, market sentiment showed that investors' views on KLA Corporation's stock were becoming pessimistic. Despite strong demand, the stock price remained under pressure. The semiconductor industry is facing geopolitical risks, and market sentiment is fluctuating significantly