智通财经APP获悉，周二，阿斯麦(ASML.US)延续昨日跌势，截至发稿，下跌4.72%，市值约6000亿美元。此轮抛售的直接导火索是The Information发布的一篇独家报道——一家上海国资背景企业已启动沉浸式DUV光刻机的批量生产，首批机台计划于2026年内交付中芯国际、华虹半导体及长鑫存储。据报道，该国产项目2026年产能目标仅为5台。不过，市场真正忧虑的，不是对营收的影响，而是阿斯麦长期垄断地位赖以成立的逻辑基础正在受到动摇。
智通财经APP获悉，周二，阿斯麦(ASML.US)延续昨日跌势，截至发稿，下跌4.72%，市值约6000亿美元。此轮抛售的直接导火索是The Information发布的一篇独家报道——一家上海国资背景企业已启动沉浸式DUV光刻机的批量生产，首批机台计划于2026年内交付中芯国际、华虹半导体及长鑫存储。据报道，该国产项目2026年产能目标仅为5台。不过，市场真正忧虑的，不是对营收的影响，而是阿斯麦长期垄断地位赖以成立的逻辑基础正在受到动摇。
Disclaimer: 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.