荷兰光刻机巨头阿斯麦(ASML)今日夜盘股价大幅下挫5.04%，引起了投资者的广泛关注。
消息面上，美国和以色列对伊朗的空袭战事进一步扩大，且没有结束迹象，导致中东地区紧张局势急剧升级。冲突蔓延至黎巴嫩，关键的霍尔木兹海峡航运受阻，引发原油价格大涨，布伦特原油期货收盘涨幅达6.7%。这一系列地缘政治风险事件打击了全球风险资产，欧洲股市录得三个月来最大单日跌幅，泛欧STOXX 600指数收跌1.7%，德国DAX指数急挫2.42%。作为一家重要的欧洲科技公司，阿斯麦的股价在夜盘交易中受到整体市场避险情绪的拖累而下跌。
与此同时，路透社独家报道称，阿斯麦正计划大幅扩展其芯片制造设备产品线，寻求突破极紫外光刻(EUV)的原有业务边界，规划进入人工智能(AI)芯片先进封装市场，以在快速增长的市场中占据更大份额。然而，在宏观地缘政治风险主导市场情绪的环境下，这一积极的业务拓展消息未能抵消投资者对不确定性加剧的担忧。
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