异动解读 | 阿斯麦股价劲涨6.61% 或因获台积电大单及涉足人工智能领域

异动解读
Jan 06, 2025

阿斯麦公司(ASML)今日盘中股价大涨6.61%,引发市场关注。分析人士认为,主要原因有两点:

一是消息称,阿斯麦CEO克里斯托夫·富凯下周将带队与台积电高层会面,有望就未来数年晶体管制程技术路线图及采购计划达成共识。同时阿斯麦还希望台积电能加速并扩大下单约3.8亿美元的高端EUV光刻设备。如果阿斯麦能赢得台积电大单,将极大提振其业绩。

二是人工智能(AI)概念股集体大涨,为阿斯麦股价上扬增添动力。阿斯麦作为AI芯片制造商的重要设备供应商,预计将从AI热潮中获益。美国科技巨头计划在人工智能领域大规模投资,将带来阿斯麦光刻机的需求增长,推动公司中长期业绩。

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