异动解读|阿斯麦盘中下跌3.5%,超预期财报后遭利好兑现抛售叠加涨价计划遇阻

行情直击
Jul 17

7月17日,阿斯麦盘中下跌3.5%,报1735.75美元/股,成交额9.56亿美元。同日该股在阿姆斯特丹市场亦下跌4.2%,半导体设备板块全线走弱。

消息面上,尽管阿斯麦7月15日发布的Q2财报全面超预期——营收93.3亿欧元、净利润29.2亿欧元、毛利率54%,并将全年营收指引大幅上调至430亿-450亿欧元,但市场呈现典型的"买预期、卖事实"格局。此外,据报道阿斯麦计划上调EUV及DUV光刻系统价格(DUV拟涨10%),但最大客户台积电已明确表示反对,涨价前景的不确定性对短期情绪构成压制。行业内应用材料跌5.36%、拉姆研究跌3.23%、科磊跌3.21%,板块整体承压。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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