9月18日，阿斯麦盘中上涨3.07%，报1680.11美元/股，成交额18.44亿美元。
消息面上，摩根士丹利发布研报，将阿斯麦2026年和2027年营收预测分别上调4%和9%，每股收益预测分别上调7%和14%，维持"增持"评级及1700欧元目标价，并保持欧洲半导体行业"首选股"地位，预计第三季度业绩有望再次超出指引上限。与此同时，韩国半导体设备关键零部件交货周期大幅拉长，沉积设备零部件由4个月延至10个月，部分日本进口核心零部件最长达40个月，设备端供应紧缺进一步印证上游扩产需求旺盛。此外，美联储加息25个基点符合预期落地后，半导体板块整体走强，费城半导体指数大幅反弹，行业个股普遍上扬。
（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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