点击招商研究小程序查看PDF报告原文事件:阿斯麦尔(ASML.O)于7月16日发布2025年第二季度财报,25Q2收入76.92亿欧元,同比+23.2%/环比-0.6%;签单55.41亿欧元,同比-0.5%/环比+40.8%;公司调整2025年收入和毛利率指引,对2026年收入指引偏谨慎。综合财报及交流会议信息,总结要点如下:评论:1、25Q2营收位于指引上限,毛利率超指引预期,新签订单环比提升。...
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