10月2日，阿斯麦盘中上涨3.08%，报1865.34美元/股，成交额4.56亿美元。半导体设备板块整体走强，同行业个股中拉姆研究涨3.26%、应用材料涨3.1%、科磊涨3.31%、泰瑞达涨4.95%。
消息面上，英伟达宣布将股票回购授权增加1500亿美元，AMD斥资82亿美元收购World Labs发力AI世界模型，市场对AI算力投资信心显著提振。瑞银分析师近日指出，阿斯麦未来几年光刻机产能预测仍有上调空间，公司计划在2027年将DUV和EUV产量提高30%，2028年再提高30%。花旗亦将阿斯麦列为AI芯片与存储芯片产能扩张趋势的最大受益者之一。此外，阿斯麦近期获台积电及三星对新一代High NA EUV光刻机的采购承诺，订单能见度延伸至2028年。公司下次财报预计于10月14日发布，市场预期每股收益12.54美元。
（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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