阿斯麦(ASML)今日盘中大涨5.04%，股价创下历史新高，市场关注度显著提升。
消息面上，伯恩斯坦(Bernstein)将阿斯麦评级从“与市场表现持平”上调至“跑赢大盘”，目标价从935美元大幅上调至1528美元。这一调整反映了机构对阿斯麦在DRAM市场扩张中获益潜力的高度乐观，分析师认为市场低估了DRAM制造商产能扩张带来的设备需求。
此外，花旗、德意志银行等机构近期也相继上调阿斯麦目标价，强调人工智能驱动的半导体设备需求将成为公司长期增长的核心动力。光刻设备使用强度的提升和产品组合优化，进一步强化了投资者对阿斯麦利润率扩大的预期。
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