Stock Track | ASML Holding NV Soars 5.04% Intraday on Bernstein Upgrade and AI Demand Boom

Stock Track
01/05

ASML Holding NV's stock surged 5.04% during Monday's intraday trading session, driven by a bullish upgrade from Bernstein and strong demand for semiconductor equipment amid the AI boom.

Bernstein upgraded ASML to "Outperform" from "Market Perform" and raised its price target to $1,528 from $935, citing the company's exposure to "unprecedented AI demand." The firm named ASML its top pick in European semiconductors for 2026, highlighting its role in supplying lithography tools for DRAM and logic chips.

The upgrade reflects optimism around ASML's growth prospects as major chipmakers like Micron, Samsung, and TSMC ramp up capacity to meet AI-driven demand. Bernstein expects ASML's revenue to grow 6% in 2026 and 10-12% annually through 2030, with margins expanding to 57.7%.

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10