关于阿斯麦(ASML.US)两种叙事激烈交锋：AI投资无催化 VS High-NA牛市叙事! 市场似乎更信后者

智通财经

09/10

【关于阿斯麦(ASML.US)两种叙事激烈交锋：AI投资无催化 VS High-NA牛市叙事! 市场似乎更信后者】智通财经APP获悉，总部位于荷兰的光刻机巨头阿斯麦向法国人工智能初创公司Mistral AI投资13亿欧元，达成战略合作伙伴关系并且成为该AI初创公司最大股东的这则新闻吸引全球投资者关注，认为此举乃这家光刻机领军者将全球领先的生成式AI技术融入自身设备及运营流程，以助该巨头加速推进光刻机研发进程以及进一步强化新设备的生产制造效率与缺陷检测技术。在这项合作前不久，阿斯麦向SK海力士(SK hynix)交付High-NA的消息也引来热议，进而催化阿斯麦股价近期从年内低点强势上攻。

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