9月16日，阿斯麦盘前上涨3.04%，报1639.82美元/股，成交额3279.19万美元。
消息面上，摩根大通分析师在会见阿斯麦首席财务官后披露，受AI需求持续强劲驱动，阿斯麦正研究于2028年生产超过110台EUV光刻机。摩根大通估计阿斯麦在全球光刻机市场份额高达95%，垄断性优势显著，日本佳能、尼康等竞争对手仅能在DUV领域与其竞争。阿斯麦方面表示，AI热潮已显著改变客户采购态度，目前大多数新订单已排期至2028年交付。此前阿斯麦已披露2027年EUV产能基本售罄，当年可供应至少80台设备，2028年计划再提升约30%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.