花旗分析师在一份研究报告中写道,由于最近几周消息面好转,阿斯麦控股的股票交易颇具吸引力。这家荷兰芯片制造设备供应商今年7月表示,在特朗普总统关税政策的不确定性下,其无法再保证2026年的增长,这让投资者感到失望。如今,欧盟与美国达成协议,为半导体出口设定了15%的关税上限。与此同时,阿斯麦的关键客户英特尔方面的消息也有所改善。美国政府将持有英特尔10%的股份,英伟达表示将向英特尔投资50亿美元,...
Source Link花旗分析师在一份研究报告中写道,由于最近几周消息面好转,阿斯麦控股的股票交易颇具吸引力。这家荷兰芯片制造设备供应商今年7月表示,在特朗普总统关税政策的不确定性下,其无法再保证2026年的增长,这让投资者感到失望。如今,欧盟与美国达成协议,为半导体出口设定了15%的关税上限。与此同时,阿斯麦的关键客户英特尔方面的消息也有所改善。美国政府将持有英特尔10%的股份,英伟达表示将向英特尔投资50亿美元,...
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