AI浪潮造就欧洲股王！台积电2026年资本支出指引强势带飞，阿斯麦市值冲破5000亿美元_老虎社区_美港股上老虎

AI浪潮造就欧洲股王！台积电2026年资本支出指引强势带飞，阿斯麦市值冲破5000亿美元

智通财经01-15

在核心客户台积电给出强于预期的2026年业绩指引后，光刻机巨头阿斯麦(ASML.US)股价飙升至历史新高，推动其市值突破5000亿美元大关。周四，阿斯麦在荷兰阿姆斯特丹上市的股票价格一度上涨7.6%，年初至今累计涨幅扩大至24%，成为继奢侈品巨头路威酩轩集团(LVMH)和丹麦制药商诺和诺德之后，第三家市值达到5000亿美元的欧洲企业。阿斯麦已成长为欧洲市值最高的公司，因为它是台积电制造从苹果(...

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kings! TSMC's 2026 capital expenditure guidance is strong, and ASML's market value exceeds US $500 billion","themeId":"72c07a4cbea3eb9dd1220bb90b5d81f9","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2beaec3a43a7a58bee3802222785acff","symbols_score_info":{"ASML":1.97,"TSM":1.91},"content_text":"在核心客户台积电给出强于预期的2026年业绩指引后，光刻机巨头阿斯麦(ASML.US)股价飙升至历史新高，推动其市值突破5000亿美元大关。周四，阿斯麦在荷兰阿姆斯特丹上市的股票价格一度上涨7.6%，年初至今累计涨幅扩大至24%，成为继奢侈品巨头路威酩轩集团(LVMH)和丹麦制药商诺和诺德之后，第三家市值达到5000亿美元的欧洲企业。阿斯麦已成长为欧洲市值最高的公司，因为它是台积电制造从苹果(AAPL.US)的智能手机到英伟达(NVDA.US)的GPU等所有设备所需芯片的唯一尖端光刻机生产商。台积电周四公布的财报显示，该公司预计，2026年资本开支将较2025年的409亿美元大幅增至520-560亿美元，好于市场预期的480-500亿美元。这一指引为2026年全球人工智能(AI)支出持续增长带来了新的乐观情绪，并表明作为全球最大晶圆代工企业的台积电、以及为台积电提供芯片制造设备的阿斯麦都有望继续受益于人工智能(AI)浪潮带来的强劲需求。对于阿斯麦市值突破5000亿美元，巴克莱银行策略师Emmanuel Cau表示：“这一里程碑在市场情绪层面意义重大。欧洲股市规模相对较小，因此像阿斯麦这样的权重股上涨，会自动带动整体市场表现。阿斯麦的这波涨势也为欧洲投资者提供了参与主流AI投资主题的入口。”Quilter Cheviot技术研究主管Ben Barringer则表示：“这对科技巨头而言无疑是财报季的一个非常积极的开端。这些业绩为我们判断芯片公司以及半导体设备供应商的表现提供了良好指引。”值得一提的是，摩根大通近日在其发布的研报中指出，受来自台积电和三星电子的订单推动，阿斯麦将于美东时间1月28日公布的2025年第四季度业绩预计将给出强劲的订单额表现。小摩预计，阿斯麦第四季度订单额将达到70亿欧元，较已被不断上调的市场共识预期高出约4%。该行维持其对阿斯麦美股的“增持”评级，目标价为1518美元。这一目标价较该股1月14日收盘价有约20%的上涨空间。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}