格隆汇7月16日｜阿斯麦(ASML.US)盘前跌超7%，报764.25美元。消息面上，阿斯麦公布，第二季度净销售额76.9亿欧元，净利润22.9亿欧元，毛利率达53.7%，均超预期。订单额55.4亿欧元，环比增长41%，亦好于市场预期的48亿欧元。尽管如此，公司首席执行官Christophe Fouquet表示，AI客户基本面在2026年仍将保持强劲，但宏观经济和地缘政治发展带来的不确定性正在增加；因此，虽然我们仍在为2026年的增长做准备，但目前无法确认是否能实现增长。(格隆汇)

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