阿斯麦（ASML）今日盘中大涨5.03%，成为市场关注的焦点。
消息面上，韩国存储芯片巨头SK海力士向监管机构提交的文件显示，该公司预计将投入约11.9万亿韩元，用于采购阿斯麦的极紫外（EUV）光刻设备，并预计在2027年12月前接收这些设备。这一巨额采购计划直接提振了市场对阿斯麦未来营收的预期。
与此同时，多家国际投行密集上调了阿斯麦的目标价。其中，伯恩斯坦（Bernstein）将阿斯麦目标价从1700欧元大幅上调至2300欧元；高盛（Goldman Sachs）将其目标价从1770欧元上调至2000欧元；瑞银（UBS）重申其为欧洲科技硬件板块首选股并给予2100欧元目标价。此外，半导体设备板块在经历此前深度回调后出现集体反弹，板块共振效应也进一步推动了阿斯麦股价的走强。
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