阿斯麦（ASML）今日夜盘大涨5%，引发市场广泛关注。这一涨幅主要源于公司发布的2025年第三季度财报优于预期，以及对未来业绩的积极展望。
根据财报显示，阿斯麦第三季度净利润达21.3亿欧元，高于市场预期的20.8亿欧元。虽然净销售额75.2亿欧元略低于预期的77.1亿欧元，但第三季度订单金额达54亿欧元，大幅超过市场预期的48.9亿欧元。这表明尽管当前宏观经济环境存在不确定性，但公司的业务需求仍然强劲。
阿斯麦对未来持乐观态度。公司预计2025年全年销售额将同比增长约15%，达到约325亿欧元，并预期2026年的销售额不会低于2025年。首席执行官表示，随着EUV技术的普及加速，光刻强度呈现积极发展态势，特别是在人工智能领域的投资持续增长。这些因素共同推动了投资者对阿斯麦长期增长前景的信心，从而带动股价上涨。
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