在特朗普关税政策引发的不确定性加剧背景下，荷兰光刻机巨头ASML Holding宣布调整全年财务目标区间。该公司同时发出预警，2026年能否实现增长目标仍存变数。
当前国际贸易环境波动促使ASML采取更保守的财务策略。虽然公司维持年度营收预期下限不变，但将营收上限从之前的300亿欧元下调至295亿欧元。毛利率指引区间也从54%-56%收窄至54.5%-55%。
值得关注的是，ASML高管在财报电话会议中明确表示，鉴于地缘政治风险及技术出口管制的持续影响，2026年能否保持增长态势存在不确定性。此番预警引发市场对半导体设备制造商中长期前景的重新评估。
该公告发布于新加坡时间7月16日清晨，正值全球芯片股经历大幅波动之际。ASML作为行业关键设备供应商，其业绩指引被视为半导体产业的风向标。
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