光刻机巨头阿斯麦（ASML）今日盘中大幅上涨5.02%，引起了市场的高度关注。
消息面上，摩根大通在绩前发布研报，予阿斯麦“增持”评级，目标价高达2200美元，并强调公司2027年及以后的增长前景才是股价重估的关键。该行预计阿斯麦2027年和2028年的每股收益将显著高于市场一致预期，增强了投资者对公司长期盈利能力的信心。
此外，半导体设备板块今日集体走强，形成了明显的板块共振效应。同时，市场消息显示SK海力士拟斥巨资采购阿斯麦的EUV光刻设备，叠加高盛、瑞银等多家投行近期密集上调目标价，市场对阿斯麦中长期订单能见度的预期持续改善，共同推动了股价的强劲表现。
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