阿斯麦绩后股价大跌，Evercore ISI高呼“逢低买入”

智通财经

Jul 17

7月17日，$Evercore ISI表示，阿斯麦(ASML)在公布第二季度财报后股价下跌，这提供了一个买入机会。Evercore ISI维持对阿斯麦在阿姆斯特丹交易所上市股票的“跑赢大盘”评级，目标价为803欧元，较7月15日收盘价高出约14%。

Evercore ISI分析师Mark Lipacis表示：“鉴于阿斯麦过去9个月的市盈率压缩了35%至40%，我们认为业绩疲软的预期已经反映在股价中，是时候逢低买入。”

Lipacis表示，阿斯麦管理层预计下半年毛利率可能会呈下降趋势，原因是高数值孔径技术营收确认和升级服务组合减少。

他表示，尽管阿斯麦仍有望实现其2025年的营收目标(中值为325亿欧元)，但2026年的前景存在更多不确定性。不过，Lipacis 补充称，阿斯麦管理层表示今年迄今人工智能需求强劲，是代工逻辑和DRAM市场的关键增长动力。

数据显示，荷兰芯片设备制造商阿斯麦二季度业绩强劲，总营收77亿欧元，净利润23亿欧元，均处于指引上限。然而管理层警告，由于宏观经济和地缘政治发展带来的不确定性正在加剧，其在2026年可能无法实现增长。

受该消息影响，截至周三美股收盘，阿斯麦股价大跌8.3%。

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