据报道,ASML公司在盘前大涨9.17%,引发了市场的广泛关注。分析人士认为,这主要受益于人工智能的发展所带来的芯片及其制造设备需求强劲。
ASML作为主导芯片制造设备供应商,从人工智能热潮中获益颇丰。其2024年第四季度业绩表现优异,营收92.6亿欧元、净利润26.9亿欧元,均超出市场预期。更令投资者看好的是,该公司第四季度订单额达70.9亿欧元,远超预期35.3亿欧元,反映了市场对其产品的旺盛需求。
展望未来,ASML管理层预计2025年营收将在300亿至350亿欧元之间,毛利率位于51%至53%区间,表现向好。虽然此前DeepSeek事件引发了市场对人工智能行业发展的短期担忧,但投资者似乎已经逐步释怀,转而看好ASML长期的发展前景。因此,在人工智能热潮的推动下,ASML有望继续受益。
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