Movement Alert|ASML Holding NV Rises 4.72% Overnight, Semiconductor Equipment Sector Rebounds as UBS Highlights Exceptional Demand Visibility

Market Focus
07/27

On July 27, ASML Holding NV rose 4.72% overnight, trading at 1780.01 USD/share, with turnover of 42.68万美元. The gain came as the broader semiconductor equipment sector staged a collective rebound, recovering from prior profit-taking pressure.

On the news front, UBS noted that ASML's demand visibility is exceptionally long-term, with the company planning to increase both Low-NA EUV and ArFi manufacturing capacity by 30% each during 2027-2028. The sector rally was broad-based, with Teradyne up 6.6%, KLA-Tencor up 5.61%, and Applied Materials up 3.86%. The rebound follows a period of selling pressure that saw the stock fall 3.01% on July 25 in a classic buy-the-news selloff despite strong Q2 results and an upward revision of full-year sales guidance to EUR 43-45 billion. Multiple institutions recently raised their price targets, with Bank of America lifting its target to $2,845 and Bernstein to EUR 2,500, reflecting confidence in AI-driven equipment demand.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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