7月15日，全球半导体光刻机巨头荷兰阿斯麦（ASML）发布2026财年第二季度财报。受益于人工智能（AI）热潮引发的全球芯片扩产红利，该机构第二季度营收与净利润双双超出市场预期，并宣布年内第二次上调全年业绩指引。受此利好消息提振，阿斯麦在阿姆斯特丹及美股市场开盘后股价一度大涨逾7%。

　　财报数据显示，阿斯麦第二季度实现净销售额93亿欧元，高于市场预期的88亿欧元；净利润录得29亿欧元，超出市场预期的26亿欧元。鉴于全球芯片制造商持续加速产能扩张，阿斯麦宣布将2026财年全年净销售额预期由此前的360亿至400亿欧元上调至430亿至450亿欧元，并将全年毛利率预期由51%至53%提升至54%至56%。

　　阿斯麦首席执行官克里斯托夫·富凯（Christophe Fouquet）指出，今年上半年全球客户的订单增长势头极为强劲，多国芯片制造商正加速推进产能扩建计划，这直接转化为对公司全线产品组合的实质性采购承诺。富凯强调，为满足下游激增的设备需求，阿斯麦正采取多项举措优化荷兰维德霍芬总部的无尘室生产空间并加快出货流程，目标是在2026年前将低数值孔径极紫外（Low-NA EUV）光刻机和深紫外（DUV）浸润式光刻机的产能均提升30%。

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