格隆汇7月11日｜荷兰光刻机巨头阿斯麦(ASML.US)盘前跌超1%。消息上，阿斯麦将于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。(格隆汇)

海量资讯、精准解读，尽在新浪财经APP

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.