(信息来源:barrons)很少有公司比阿斯麦控股 (ASML Holding) 更能从人工智能热潮中获益。这家荷兰公司几乎垄断了用于生产数据中心高性能芯片的专用光刻机市场,而这一业务正以前所未有的速度蓬勃发展。ASML 的美国存托凭证在过去一年上涨了 11%。然而,由于受到无法保证在2026年保持增长 。该公司面临一个大问题。ASML 最新的极紫外光刻 (EUV) 设备大客户数量有限,而目前,...
Source Link(信息来源:barrons)很少有公司比阿斯麦控股 (ASML Holding) 更能从人工智能热潮中获益。这家荷兰公司几乎垄断了用于生产数据中心高性能芯片的专用光刻机市场,而这一业务正以前所未有的速度蓬勃发展。ASML 的美国存托凭证在过去一年上涨了 11%。然而,由于受到无法保证在2026年保持增长 。该公司面临一个大问题。ASML 最新的极紫外光刻 (EUV) 设备大客户数量有限,而目前,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.