杰富瑞周四基于对行业支出的担忧，下调了阿斯麦与ASM International这两家荷兰半导体设备公司的评级。截至发稿，阿斯麦股价在盘前交易中下跌1.8%，而ASM International微跌0.14%。 分析师贾纳丹·梅农(Janardan Menon)在致客户的报告中写道："我们预测2026年晶圆厂设备支出将下降1%，而市场共识预期为两位数增长。"他表示，其分析模型显示阿斯麦2026年销售额将下降2%，ASM International增长3%，两家公司的2026财年每股收益预期分别比市场共识低17%和13%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.