杰富瑞分析师在给客户的一份报告中写道,由于特朗普关税带来的不确定性越来越大,阿斯麦(ASML.O)无法再保证2026年的增长,这标志着前景的一个重要变化。分析师表示:“这与该公司此前的评论有所不同,公司此前曾表示,预计2026年营收将增长。”阿斯麦首席执行官表示,不确定性正在上升,主要是由于宏观经济和地缘政治方面的考虑,包括关税。
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