關於阿斯麥(ASML.US)兩種敍事激烈交鋒：AI投資無催化 VS High-NA牛市敍事! 市場似乎更信後者

智通財經

09/10

【關於阿斯麥(ASML.US)兩種敘事激烈交鋒：AI投資無催化 VS High-NA牛市敘事! 市場似乎更信後者】智通財經APP獲悉，總部位於荷蘭的光刻機巨頭阿斯麥向法國人工智能初創公司Mistral AI投資13億歐元，達成戰略合作伙伴關係並且成爲該AI初創公司最大股東的這則新聞吸引全球投資者關注，認爲此舉乃這家光刻機領軍者將全球領先的生成式AI技術融入自身設備及運營流程，以助該巨頭加速推進光刻機研發進程以及進一步強化新設備的生產製造效率與缺陷檢測技術。在這項合作前不久，阿斯麥向SK海力士(SK hynix)交付High-NA的消息也引來熱議，進而催化阿斯麥股價近期從年內低點強勢上攻。

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市場似乎更信後者\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通財經</strong><span class=\"h-time small\">2025-09-10 17:22</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div>\n<div>\n<b>【關於阿斯麥(ASML.US)兩種敘事激烈交鋒：AI投資無催化 VS High-NA牛市敘事! 市場似乎更信後者】</b>智通財經APP獲悉，總部位於荷蘭的光刻機巨頭阿斯麥向法國人工智能初創公司Mistral \n\nAI投資13億歐元，達成戰略合作伙伴關係並且成爲該AI初創公司最大股東的這則新聞吸引全球投資者關注，認爲此舉乃這家光刻機領軍者將全球領先的生成式AI技術融入自身設備及運營流程，以助該巨頭加速推進光刻機研發進程以及進一步強化新設備的生產製造效率與缺陷檢測技術。在這項合作前不久，阿斯麥向SK海力士(SK \n\nhynix)交付High-NA的消息也引來熱議，進而催化阿斯麥股價近期從年內低點強勢上攻。                </div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">智通財經</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":"BK4141","symbol_name":"半導體產品","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2566674876","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2566674876","pubTimestamp":1757496139,"columns":[],"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"【關於阿斯麥(ASML.US)兩種敍事激烈交鋒：AI投資無催化 VS High-NA牛市敍事! 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