阿斯麦 ASML:火热的英伟达,“暖不热” 清冷的光刻机?

海豚投研
16 Jul

$阿斯麦(ASML.US) 于北京时间 2025 年 7 月 16 日下午的美股盘前发布了 2025 年第二季度财报(截止 2025 年 6 月),要点如下:1、收入&毛利率:a)本季度收入 77 亿欧元,同比增长 23.2%,市场预期(75 亿欧元)。同比增长来源于,公司本季度确认了 1 台 High NA EUV 的收入以及安装升级服务收入的提升。b)本季度毛利率 53.7%,超公司指引(50...

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