异动解读|阿斯麦盘前上涨3.18%,裁员规模缩减叠加大行上调目标价提振信心

行情直击
Jun 11

6月11日,阿斯麦盘前上涨3.18%,报1791.03美元/股,成交额69.8万美元。

消息面上,阿斯麦与荷兰工会完成谈判后宣布,实际裁员人数将少于此前计划的约1700人,受影响员工将有至明年5月寻找新职位的缓冲期,补偿金额最高约40万欧元,市场解读为公司对业务前景保持信心。此外,摩根大通将阿斯麦目标价从1515欧元上调至1900欧元,摩根士丹利将其目标价从1400欧元上调至1660欧元,均维持增持评级。摩根大通分析师指出,阿斯麦无需新建厂房即可交付超过110台低数值孔径EUV曝光系统,远高于市场此前预期的约90台上限。半导体设备板块整体走强,应用材料涨3.22%,拉姆研究涨3.05%,科磊涨2.03%。

(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。)

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