全球芯片制造设备龙头阿斯麦(ASML)突然释放2026年增长前景的不确定性信号，引发美股半导体设备板块集体震荡。盘前交易时段，应用材料(AMAT.O)、泛林集团(LRCX.O)与科磊(KLA.O)三大巨头股价同步滑落，跌幅介于2.5%至3%区间。自动化设备供应商泰瑞达(TER.O)亦受波及，下挫1.2%。
这波跌势迅速跨越大西洋，欧洲芯片类股同样承压。阿斯麦在最新表态中坦言，其2026年增长目标可能面临挑战，此番预警犹如投入资本市场的深水炸弹。作为光刻机领域的绝对霸主，阿斯麦的悲观预期折射出半导体行业复苏之路的崎岖。
尽管遭遇今日挫折，费城半导体指数(.SOX)年内累计涨幅仍达14.8%，凸显行业在波动中前行的韧性。市场观察人士指出，设备商的股价震荡既反映短期情绪波动，也揭示投资者对产业链长期技术演进节奏的重新评估。
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