阿斯麦(ASML.US)业绩或再超预期 大摩上调今明两年盈利预测 维持“增持”评级

智通财经
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【阿斯麦(ASML.US)业绩或再超预期 大摩上调今明两年盈利预测 维持“增持”评级 】智通财经APP获悉,摩根士丹利发布研报称,预计阿斯麦(ASML.US)第三季度业绩有望再次带来积极惊喜,存储芯片和逻辑芯片晶圆代工需求持续强劲,或推动营收超过公司此前指引上限。该行同时上调阿斯麦 2026年和2027年业绩预测,并维持“增持”评级、1700欧元目标价(约1,950美元)以及欧洲半导体行业“首选股”地位。不过,摩根士丹利指出,市场对于2028年增长动能仍存在较大疑问,阿斯麦管理层有关EUV产能和中国市场的表态,可能成为影响股价年末表现的关键。

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