光刻机巨头阿斯麦（ASML）今日盘中大涨5.01%，股价表现强劲。
消息面上，台积电（TSMC）作为阿斯麦的主要客户，公布2025年收入同比增长31.6%，超出市场预期。这一业绩增强了市场对半导体设备需求的信心，直接利好阿斯麦等上游供应商。此外，伯恩斯坦（Bernstein）将阿斯麦评级从“与市场表现持平”上调至“跑赢大盘”，目标价从935美元大幅上调至1528美元，进一步提振了投资者情绪。
半导体设备行业整体乐观，阿斯麦股价在阿姆斯特丹交易所创下历史新高，反映出市场对其长期增长潜力的认可。
光刻机巨头阿斯麦（ASML）今日盘中大涨5.01%，股价表现强劲。
消息面上，台积电（TSMC）作为阿斯麦的主要客户，公布2025年收入同比增长31.6%，超出市场预期。这一业绩增强了市场对半导体设备需求的信心，直接利好阿斯麦等上游供应商。此外，伯恩斯坦（Bernstein）将阿斯麦评级从“与市场表现持平”上调至“跑赢大盘”，目标价从935美元大幅上调至1528美元，进一步提振了投资者情绪。
半导体设备行业整体乐观，阿斯麦股价在阿姆斯特丹交易所创下历史新高，反映出市场对其长期增长潜力的认可。
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