5月21日，阿斯麦盘中上涨3.12%，报1598.3美元/股，成交额13.66亿美元。消息面上，瑞银恢复将阿斯麦列为全球半导体板块首选股票，目标价从1600欧元大幅上调至1900欧元，认为行业紧缩环境将推动更持久的投资周期延续至2028年。
此前阿斯麦CEO富凯公开表示，AI需求极为强劲，全球半导体市场将长期处于供给受限状态，预计到2030年市场规模可达1.5万亿美元。瑞银分析指出，阿斯麦2027年产能可支撑先进制程晶圆产出同比增长超50%，且约20%增量来自被低估的Low NA系统吞吐量提升，看好存储芯片周期的投资者应更加看好阿斯麦。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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