美股異動｜阿斯麥盤前跌超1% 大摩料公司Q2訂單強勁但中長期承壓

格隆匯APP

07-11

格隆匯7月11日｜荷蘭光刻機巨頭阿斯麥(ASML.US)盤前跌超1%。消息上，阿斯麥將於7月16日公佈第二季度業績。摩根士丹利發佈研報，預計阿斯麥公司第二季度的訂單量會十分可觀，這得益於潛在的中國市場需求以及臺積電的重擺脫困境。然而，從中期到長期來看，大摩預計增長會較爲有限，原因是EUV技術的層數增加緩慢導致預期和估值受到影響，而該行認爲這種影響是完全負面的，因此維持“持股觀望”評級，目標價660歐元，這反映了謹慎的增長預期。(格隆匯)

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small\">格隆匯APP</strong><span class=\"h-time small\">2025-07-11 16:58</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div>\n<p cms-style=\"font-L\"><font cms-hidden=\"true\" cms-style=\"font-L\"></font>    格隆匯7月11日｜荷蘭光刻機巨頭阿斯麥(<a href=\"https://laohu8.com/S/ASML\">ASML</a>.US)盤前跌超1%。消息上，阿斯麥將於7月16日公佈第二季度業績。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>發佈研報，預計<a href=\"https://laohu8.com/S/0QB8.UK\">阿斯麥公司</a>第二季度的訂單量會十分可觀，這得益於潛在的中國市場需求以及<a href=\"https://laohu8.com/S/TSM\">臺積電</a>的重擺脫困境。然而，從中期到長期來看，大摩預計增長會較爲有限，原因是EUV技術的層數增加緩慢導致預期和估值受到影響，而該行認爲這種影響是完全負面的，因此維持“持股觀望”評級，目標價660歐元，這反映了謹慎的增長預期。(格隆匯)</p><div><img src=\"http://n.sinaimg.cn/spider20250711/157/w526h431/20250711/d3b2-3ba662e8b427694f29033ad7d0dff8df.png\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-07-11/doc-inffawip9297528.shtml\">格隆匯APP</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2357305700.SGD","symbol_name":"Allianz Global Artificial Intelligence ET 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