半导体设备巨头阿斯麦（ASML）在美股夜盘交易中大跌5.44%，主要原因是公司发布的2025年第一季度财报显示订单数据不及市场预期，引发投资者对未来需求的担忧。
根据财报，阿斯麦第一季度净销售额为77.4亿欧元，略低于市场预期的77.5亿欧元。然而，最引人注目的是公司第一季度订单仅为39.4亿欧元，远低于分析师预估的48.2亿欧元，这一数据的疲软表现成为拖累股价的主要因素。尽管如此，公司仍维持全年销售预期在300亿至350亿欧元之间，全年毛利率预期为51%至53%。
展望未来，阿斯麦预计第二季度净销售额在72亿至77亿欧元之间，略低于市场预期的76.6亿欧元；第二季度毛利率预期在50%-53%之间。公司首席执行官表示，新的关税政策增加了不确定性，但强调人工智能仍是行业的主要增长动力。这些因素综合影响了投资者对阿斯麦短期业绩的预期，导致股价在财报发布后出现较大幅度下跌。
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