华泰 | ASML业绩启示:AI需求强劲,26年不确定性增加

华泰睿思
18 Jul

点击小程序查看研报原文核心观点2Q25收入同比持续增长接近指引上限,3Q25指引略低于彭博一致预期ASML 2Q25收入76.92亿欧元,同比+23.2%,环比-0.6%,接近此前指引的72~77亿欧元上限,实现毛利率53.7%,超出此前指引(50-53%)。2Q系统收入55.96亿欧元,2Q25 EUV、ArFi、ArF Dry、KrF、i-line收入占比分别为48%、43%、2%、4%、1%...

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