美国银行最新报告指出，荷兰芯片设备大厂阿斯麦正进入多年的上升周期，受惠于光刻技术使用强度提高、获利加速成长与自由现金流大幅改善。该行将阿斯麦纳入其“2026年半导体选股首选”名单，目标价从986欧元上调至1158欧元，维持“买入”评级。美银指出，阿斯麦的重估动能来自三大因素：首先，记忆体厂将增加极紫外光(EUV)层数，使光刻强度持续提高；其次，毛利率有望扩大约150个基点，带动盈余成长约三成；第三，自由现金流预估将倍增至140亿欧元。
美国银行最新报告指出，荷兰芯片设备大厂阿斯麦正进入多年的上升周期，受惠于光刻技术使用强度提高、获利加速成长与自由现金流大幅改善。该行将阿斯麦纳入其“2026年半导体选股首选”名单，目标价从986欧元上调至1158欧元，维持“买入”评级。美银指出，阿斯麦的重估动能来自三大因素：首先，记忆体厂将增加极紫外光(EUV)层数，使光刻强度持续提高；其次，毛利率有望扩大约150个基点，带动盈余成长约三成；第三，自由现金流预估将倍增至140亿欧元。
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