阿斯麦:2024年部分客户仍保持谨慎,AI将带来后续提振

新浪美股
Mar 05, 2025

阿斯麦称,2024 年其客户表现 “谨慎”,同时指出人工智能将带来后续提振。

荷兰半导体设备制造商阿斯麦(ASML)周三在其年度报告中表示,宏观经济的不确定性 “致使部分客户在 2024 年仍保持谨慎态度,更加审慎地控制资本支出和现金流”。

报告还指出,地缘政治的不确定性扰乱了其供应链,导致原材料供应减少、价格上涨,且通胀压力冲击了其供应商。

与此同时,该报告将人工智能称为 “半导体行业增长的关键驱动力”,但它也造成了市场动态的转变,并非对所有客户都能平等地带来益处,机遇与风险并存。

阿斯麦公司表示:“有关出口管制限制的地缘政治声明以及客户削减资本支出的情况,在投资界引发了波动。”

今年 1 月,阿斯麦报告称,2024 年全年净销售额从 275 亿欧元增长至 282 亿欧元(300 亿美元),净利润从 78 亿欧元降至 76 亿欧元。

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