由于人工智能对性能和功耗的要求,预计需求将会增加,这可能会推动摩尔定律向前发展。ASML预计2026年销售额将增长,预示着公司未来前景光明。尽管成熟节点和战略投资的需求预测有所下调,但整体前景仍然乐观。 Jefferies的分析师与这一乐观观点一致,认为随着投资者信心恢复,该股票有望重新评级。上调后的目标价反映了大幅上涨,表明ASML的EUV系统预计需求更大,这些系统在半导体制造中至关重要。

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周四，美银证券对ASML Holding NV (ASML:NA) (NASDAQ: ASML)股票保持积极展望，重申买入评级，目标价为€870.00。该公司在资本市场日(CMD)前重申2030年财务目标，这增强了美银的信心。 ASML在CMD前发布的新闻稿中重申了公司2030年的收入预测，预计将在€440亿至€600亿之间 ...

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