ASML2Q 新签订单好于预期，AI 等需求保持强劲，但26 年存在不确定性从荷兰半导体设备龙头ASML（ASML US）2Q25 业绩会中我们看到1）ASML二季度业绩符合此前指引，2Q25 新签订单环比大幅提升，其中逻辑客户订单环比降幅较大；2）ASML 指引3Q25 收入为74~79 亿欧元，中位数同比+2.5%，环比-0.5%，低于市场预期的82.1 亿欧元，2025 年收入增长15%，约...
Source LinkASML2Q 新签订单好于预期，AI 等需求保持强劲，但26 年存在不确定性从荷兰半导体设备龙头ASML（ASML US）2Q25 业绩会中我们看到1）ASML二季度业绩符合此前指引，2Q25 新签订单环比大幅提升，其中逻辑客户订单环比降幅较大；2）ASML 指引3Q25 收入为74~79 亿欧元，中位数同比+2.5%，环比-0.5%，低于市场预期的82.1 亿欧元，2025 年收入增长15%，约...
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