ASML Q2财报一览:短期成长性问题凸显,2026年可能不增长

Eric有话说
19 Jul

此前曾一直强调ASML现阶段最大问题是成长性问题,本季度管理层表示2026年业绩可能无法增长。光刻机一哥ASML Q2财报:营收76.92亿欧,同比增长23%,环比下滑1%,处于此前指引上端;毛利率53.7%,同比增长2.2个百分点,环比下滑0.3个百分点,高于此前指引上限,主要因Installed base与NXE:3800表现超预期,以及关税影响低于预期;下半年毛利率因high NA放缓;经营...

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