半导体设备巨头阿斯麦（ASML）今日发布2025年第一季度财报后，夜盘股价大跌5.44%。财报显示，公司业绩和未来展望均不及市场预期，引发投资者担忧。
具体来看，阿斯麦第一季度净销售额为77.4亿欧元，略低于预期的77.5亿欧元。更令市场失望的是，第一季度订单额仅为39.4亿欧元，远低于分析师预估的48.2亿欧元。这一数据表明，半导体行业需求可能正在放缓。此外，公司对第二季度的业绩预期也低于市场预期，预计净销售额为72亿至77亿欧元，而市场预期为76.6亿欧元。
值得注意的是，阿斯麦首席执行官表示，关税政策增加了不确定性，这可能会对公司未来业务产生影响。不过，他也强调人工智能仍是行业的主要增长动力。尽管如此，这些不确定因素仍然引发了投资者的担忧，导致股价大幅下跌。面对当前的市场环境，投资者将密切关注阿斯麦未来的订单情况和业绩表现。
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