中信证券给予阿斯麦(ASML.US)买入评级,目标价1620美元。公司2026年营收与毛利率指引乐观,新签订单强劲,EUV及存储占比均达56%,显示下游需求旺盛。产能规划可满足未来两年客户需求,非行业瓶颈。基于可比估值,给予目标价1620美元。
中信证券给予阿斯麦(ASML.US)买入评级,目标价1620美元。公司2026年营收与毛利率指引乐观,新签订单强劲,EUV及存储占比均达56%,显示下游需求旺盛。产能规划可满足未来两年客户需求,非行业瓶颈。基于可比估值,给予目标价1620美元。
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