全球最大芯片制造设备供应商阿斯麦周三披露的二季度订单量逆势上扬，超出市场普遍预期。分析师指出，这份亮眼的成绩单为其2026年增长目标的实现提供了有力支撑。
这家荷兰科技巨头当季净新增订单额达55亿欧元（约合64亿美元），成为行业最受关注的核心指标。这一数据显著超越研究机构Visible Alpha统计的分析师平均预测值44.4亿欧元。
订单的强劲表现驱散了市场阴霾，多家机构调高了对阿斯麦业绩前景的评估。尽管半导体行业仍处于周期性调整阶段，但核心设备商斩获的超预期订单，预示着产业链复苏动能正在积聚。
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