荷兰光刻机巨头阿斯麦（ASML）今日盘中大涨6.67%，股价创2024年10月底以来新高，引发市场广泛关注。
消息面上，阿斯麦近日宣布以13亿欧元（约合15亿美元）投资法国人工智能初创企业Mistral AI，获得其11%股份，并成为其最大股东。根据阿斯麦发表的声明，双方将建立战略合作伙伴关系，探索人工智能模型在阿斯麦产品组合以及研究、开发和运营中的应用，以期通过更快的上市时间和更高性能的光刻系统使阿斯麦客户受益。
分析人士认为，这笔投资表明阿斯麦正积极布局人工智能领域，有望增强其技术优势并拓展业务范围。此举得到了投资者的积极认可，推动阿斯麦股价大幅上涨。与此同时，欧洲芯片股整体表现强劲，荷兰BESI、阿斯麦及阿斯米均上涨5.6%至6%，进一步助推了阿斯麦的股价上涨。
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