引言LaoXu SaysASML的基本面与市场情绪“打架”,该信谁?阿斯麦作为全球光刻技术、关键微芯片及人工智能价值链的核心供应商,其股价自低点反弹逾40%后,于2025年7月16日公布2025财年第二季度业绩当日出现9%的下跌。这一波动并非源于业绩疲软——事实上,公司销售额、净利润及净预订量均超预期,而此前这些指标长期低于市场预期。股价调整的直接诱因,是CEO在财报电话会议中对2026年增长预期...
Source Link引言LaoXu SaysASML的基本面与市场情绪“打架”,该信谁?阿斯麦作为全球光刻技术、关键微芯片及人工智能价值链的核心供应商,其股价自低点反弹逾40%后,于2025年7月16日公布2025财年第二季度业绩当日出现9%的下跌。这一波动并非源于业绩疲软——事实上,公司销售额、净利润及净预订量均超预期,而此前这些指标长期低于市场预期。股价调整的直接诱因,是CEO在财报电话会议中对2026年增长预期...
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