On August 10, ASML Holding NV rose 3.13% in pre-market trading, trading at $1,794.18/share, with turnover of $33.67 million.

On the news front, prominent hedge fund Jinglin Asset disclosed its 13F filing revealing a new position built in ASML during Q2, while simultaneously clearing holdings in NVIDIA, Meta, and Amazon. The move signals institutional capital rotation from mainstream tech stocks toward the semiconductor equipment segment of the AI computing supply chain. Jinglin's Q2 US equity portfolio totaled $2.19 billion, down 44% quarter-over-quarter, with new positions also established in Applied Materials and other AI infrastructure names.

Additionally, ASML disclosed on August 3 the latest transactions under its current share buyback program, continuing to signal management confidence in the company's intrinsic value. Core supplier Zeiss also expressed confidence in meeting AI chip capacity demand and announced headquarters expansion and new factory construction plans, alleviating market concerns about production bottlenecks. The stock had previously declined over 18% in July following reports of a Shanghai state-backed enterprise initiating mass production of domestic immersion DUV lithography machines, and current price action reflects continued capital inflows following the oversold condition.

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