【大摩:预计阿斯麦(ASML.US)Q2订单强劲但中长期承压,维持“持股观望”评级】智通财经APP获悉,阿斯麦(ASML

智通财经
11 Jul
【大摩:预计阿斯麦(ASML.US)Q2订单强劲但中长期承压,维持“持股观望”评级】智通财经APP获悉,阿斯麦(ASML.US)将于7月16日公布第二季度业绩。摩根士丹利发布研报,预计阿斯麦公司第二季度的订单量会十分可观,这得益于潜在的中国市场需求以及台积电(TSM.US)的重摆脱困境。然而,从中期到长期来看,大摩预计增长会较为有限,原因是EUV技术的层数增加缓慢导致预期和估值受到影响,而该行认为这种影响是完全负面的,因此维持“持股观望”评级,目标价660欧元,这反映了谨慎的增长预期。

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