金吾财讯 | 阿斯麦(ASML)盘前涨超3%，截至发稿，报964.119美元。消息面上，摩根士丹利将阿斯麦评级从"平配"上调至"超配"，并将其目标价从600欧元大幅上调至950欧元。此外，CINNO IC Research发布最新统计，2025年上半年全球半导体设备厂商市场规模排名Top10的营收合计超过640亿美元，同比增长约24%，显示产业复苏的强劲势头。报告显示，2025年上半年的全球半导体设备厂商市场规模Top10与2024年上半年Top10设备商相同，前五排名无变化，荷兰公司阿斯麦(ASML)上半年营收约170亿美元，排名首位；美国公司应用材料(AMAT)上半年营收约137亿美元，排名第二；美国公司泛林(LAM)、日本公司Tokyo Electron(TEL)、美国公司科磊(KLA)分别排名第三、第四和第五；从营收金额来看，2025年上半年前五大设备商的半导体业务的营收合计近540亿美元，约占比Top10营收合计的85%。
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