异动解读|阿斯麦盘前下跌3.11%,半导体板块集体承压拖累股价

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10月7日,阿斯麦盘前下跌3.11%,报1776.32美元/股,成交额3258.98万美元。

消息面上,美股盘前半导体板块普跌,长端美债收益率抬升叠加中东局势担忧,使科技权重股面临获利回吐压力,阿斯麦作为半导体设备龙头同步走低。

尽管公司即将于10月14日发布最新季度财报,市场一致预期营收115.12亿欧元、同比增长53.74%,且此前摩根大通估算其全球光刻机市场份额高达95%,但短期板块情绪主导盘面表现,行业个股中应用材料跌2.77%、拉姆研究跌3.11%、科磊跌2.27%、泰瑞达跌2.98%、AXT Inc跌4.51%。

阿斯麦是全球领先的半导体光刻系统供应商,向亚洲、美国和欧洲的集成电路制造商提供光刻设备及先进工艺支持服务。

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