阿斯麦（ASML）今日盘前股价大幅上涨5.21%，引起了市场的广泛关注。
消息面上，此前因市场担忧美国商务部质疑其EUV光刻机流入中国，阿斯麦股价连续承压。随着公司及荷兰政府接连发表声明，明确否认向中国出口过任何EUV设备及专属组件，并强调所有流转记录完全合规，出口管制恐慌情绪显著缓和，这为股价反弹提供了重要支撑。
此外，半导体设备板块整体回暖，美光科技等公司公布的强劲财报及业绩展望重燃了市场对人工智能板块的热情，带动板块普涨，对阿斯麦股价形成了显著的联动支撑效应。同时，开普勒楚福雷等机构上调阿斯麦目标价，以及公司与荷兰应用科学研究组织在光子芯片产业化方面的合作进展，也进一步增强了市场对其未来发展的信心。
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.