周三，ASML股价大幅下挫。这家荷兰芯片设备制造商警告称，关税不确定性可能导致2026年增长无法保证，引发市场震动。
美国交易时段，ASML股价暴跌8.1%，收于756.48美元。同时，标普500指数期货微跌0.1%，市场整体承压。
此前，ASML公布第二季度财报。尽管订单达5.54亿欧元（约6.44亿美元），远超分析师预期，但首席执行官克里斯托夫·福凯发出警示。福凯在业绩声明中强调，宏观经济和地缘政治风险加剧了不确定性。他直言：“2026年，AI客户基本面依然强劲，但多重不确定因素使增长难以确认。我们虽准备迎接增长，却无法在此阶段保证。”
ASML同时收紧全年销售指引，预计收入增长15%至325亿欧元。此前预测区间为300亿至350亿欧元。分析师此前预期收入为323.6亿欧元。
美国关税政策正冲击欧洲企业盈利前景。特朗普政府威胁从8月1日起对欧盟征收30%关税，欧盟则酝酿报复措施。这可能导致ASML向英特尔等美国客户出口芯片设备的成本激增。
过去一年，ASML美国股价累计下跌12%，同期标普500指数上涨10%。反差凸显投资者对科技股的谨慎情绪。
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