光刻机巨头ASML突然撤回对2026年的增长承诺，这一关键转变引发市场震动。公司首席执行官克里斯托夫·富凯坦言，特朗普关税政策引发的宏观不确定性持续升温，直接动摇了增长预期根基。富凯在最新声明中特别提及，地缘政治博弈与关税壁垒正构成实质性经营风险。
此前ASML始终向投资者传递2026年营收增长的确定性信号，此番立场逆转令市场错愕。杰富瑞分析师在紧急备忘录中指出："此次声明标志着管理层对增长路径的根本性修正"。受此影响，阿姆斯特丹交易所ASML股价应声下挫6.7%，最新报659欧元，创三个月来最大单日跌幅。
行业观察人士注意到，此番预警发生在全球半导体产业重组的关键时刻。随着主要经济体相继筑起技术贸易壁垒，核心设备供应商的商业前景正被地缘政治阴影笼罩。尽管ASML仍保持当前财年指引不变，但2026年增长预期的崩塌，已折射出高端制造产业链面临的系统性风险。
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