高盛——ASML控股:荷兰路演核心要点——欧洲科技硬件领域:解析欧洲AI赋能者的作用并更新其长期上行潜力展望(附下载)

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Dec 26

免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载高盛——ASML控股(ASML.AS):荷兰路演核心要点——欧洲科技硬件领域:解析欧洲AI赋能者的作用并更新其长期上行潜力展望精华翻译高盛研究团队于荷兰主办ASML投资者关系总监萨姆·范德扎尔姆的投资者会议,核心要点如下:1)存储芯片供应紧张带来增长弹性,有望支撑明年光刻设备需求;2)AI计算催生结构性需求,但进一步产能扩张需...

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