ASML的AI芯片困境:错过了这波繁荣

金十数据
Sep 29, 2025

ASML(ASML.O)的股价自2024年7月8日创下历史新高以来一直表现低迷,下跌了11%,而同期PHLX半导体指数上涨了10%。这种不佳表现主要归因于设备销售可能受关税影响以及2025年指引不及预期。不过,ASML股价近期开始回暖,过去一个月上涨了27%,得益于华尔街的积极评论以及AI芯片的强劲需求。AI的快速普及在过去三年推动了半导体需求的强劲增长。AMD(AMD.O)首席执行官苏姿丰预测,...

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