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。

Europe's STOXX 600 fell on Friday, dragged by technology and healthcare stocks, keeping the index on track for its fourth ...

Europe’s STOXX 600 opened lower on Friday, dragged by technology and healthcare stocks, keeping the index on track for its ...