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ASMH ASML Holding NV ADRhedged
已收盘 04-30 16:00:00 EDT
96.75
+2.58
+2.74%
盘后
96.77
+0.02
+0.02%
16:47 EDT
最高
96.77
最低
94.62
成交量
5,631
今开
94.62
昨收
94.17
日振幅
2.28%
总市值
290.27万
流通市值
290.27万
总股本
3.00万
成交额
54.37万
换手率
18.77%
流通股本
3.00万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
大摩科技展望：存储之后，EUV光刻机和CPU将成为新的瓶颈
华尔街见闻 · 04-28
大摩科技展望：存储之后，EUV光刻机和CPU将成为新的瓶颈
台积电(TSM.US)暂缓采购阿斯麦(ASML.US)新光刻机 背后考量：降本提利还是AI需求隐忧?
智通财经 · 04-24
台积电(TSM.US)暂缓采购阿斯麦(ASML.US)新光刻机 背后考量：降本提利还是AI需求隐忧?
台积电“喊贵”，ASML应声下挫，分析师忙“灭火”
华尔街见闻 · 04-23
台积电“喊贵”，ASML应声下挫，分析师忙“灭火”
“美版ASML”业绩狂飙！Lam Research季度营收创纪录，CEO称明年也“相当好”
华尔街见闻 · 04-23
“美版ASML”业绩狂飙！Lam Research季度营收创纪录，CEO称明年也“相当好”
台积电展示新一代芯片技术 暂不购买阿斯麦最新光刻机
第一财经 · 04-23
台积电展示新一代芯片技术 暂不购买阿斯麦最新光刻机
瑞银：重申阿斯麦“买入”评级，产能担忧被过度放大
格隆汇 · 04-22
瑞银：重申阿斯麦“买入”评级，产能担忧被过度放大
一季度大举增持阿斯麦、SK海力士 张坤：优质股权的安全边际正被显著放大
澎湃新闻 · 04-22
一季度大举增持阿斯麦、SK海力士 张坤：优质股权的安全边际正被显著放大
【券商聚焦】国海证券上调阿斯麦(ASML)目标价至1834.22美元 维持“买入”评级
金吾财讯 · 04-20
【券商聚焦】国海证券上调阿斯麦(ASML)目标价至1834.22美元 维持“买入”评级
这台价值4亿美元的机器，催生了全球最抢手的乐高套装
环球市场播报 · 04-20
这台价值4亿美元的机器，催生了全球最抢手的乐高套装
国泰海通：维持阿斯麦“增持”评级
中金财经 · 04-20
国泰海通：维持阿斯麦“增持”评级
业务势头强劲+估值有吸引力 瑞银维持阿斯麦(ASML.US)“最优先推荐”评级
智通财经 · 04-17
业务势头强劲+估值有吸引力 瑞银维持阿斯麦(ASML.US)“最优先推荐”评级
瑞银将：将阿斯麦目标价上调至1600欧元
中金财经 · 04-16
瑞银将：将阿斯麦目标价上调至1600欧元
阿斯麦的“阳谋”：藏在营收缺口里的400亿欧元大饼
格隆汇 · 04-16
阿斯麦的“阳谋”：藏在营收缺口里的400亿欧元大饼
花旗：将阿斯麦目标价上调至1675欧元
中金财经 · 04-16
花旗：将阿斯麦目标价上调至1675欧元
壹评级：阿斯麦二季度指引偏弱，不改半导体设备板块长期景气
第一财经 · 04-16
壹评级：阿斯麦二季度指引偏弱，不改半导体设备板块长期景气
ASML3个月净卖708亿元！光刻机利润有多高：毛利率53%
快科技 · 04-16
ASML3个月净卖708亿元！光刻机利润有多高：毛利率53%
华尔街评ASML财报：Q2指引“瑕不掩瑜”，先进制程+存储芯片需求动能依然强劲
华尔街见闻 · 04-15
华尔街评ASML财报：Q2指引“瑕不掩瑜”，先进制程+存储芯片需求动能依然强劲
阿斯麦跌幅扩大至5%
每日经济新闻 · 04-15
阿斯麦跌幅扩大至5%
ASML交出超预期的季度业绩并上调全年指引
环球市场播报 · 04-15
ASML交出超预期的季度业绩并上调全年指引
阿斯麦电话会定调：存储客户今年产能已售罄，长单托底，非EUV增长“周期性拐点确立”
华尔街见闻 · 04-15
阿斯麦电话会定调：存储客户今年产能已售罄，长单托底，非EUV增长“周期性拐点确立”
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公司概况
公司名称：
ASML Holding NV ADRhedged
所属市场：
ARCA
上市日期：
--
主营业务：
发行价格：
--
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因价格过高而暂缓采购阿斯麦的新型高数值孔径极紫外光刻机。有分析师认为，台积电此举有望提升利润率，但也有观点认为，该决策背后暗藏对人工智能长期发展前景的担忧。阿斯麦公司最新款的极紫外光刻机每台售价4亿美元，大约是老款设备的两倍。据悉，台积电计划推迟至2029年才采购该类新设备。与此同时，Ostian认为，即便台积电延后采购新一代设备，也不会对荷兰光刻巨头阿斯麦造成致命冲击。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1433200.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0572940350.SGD","LU0965509283.SGD","LU1267930813.SGD","BK4602","LU1803068979.SGD","IE00B5TLWC47.USD","LU0541501648.USD","BK4533","BK4585","LU0198837287.USD","IE00B3M56506.USD","BK4532","LU0889566641.SGD","LU2237443622.USD","LU2271345857.HKD","BK4581","IE00BQXX3C00.GBP","ASMH","BK4612","LU0965509101.SGD","LU2092937221.SGD","LU2543165471.USD","LU1037948541.HKD","TSMU","TSMX","LU0689626769.HKD","LU1868837565.USD","IE0004086264.USD","BK4543","BK4147","LU1023057109.AUD","LU2860962120.EUR","IE00BKPKM429.USD","LU2250418816.HKD","LU1282649810.SGD","LU2133065610.SGD","ASML","LU0056508442.USD","BK4591","LU0359202008.SGD","LU0143863198.USD","LU2471134952.CNY","LU0323591593.USD","LU1508157978.USD","LU0348723411.USD","LU1974910355.USD","LU2211814178.USD","SGXZ99366536.SGD","LU0823434740.USD","IE00BQXX3D17.EUR","IE0004091025.USD","LU2211815571.USD","LU1316542783.SGD","BK4512","LU0882747503.HKD","LU2491050154.USD","LU1934455277.USD","LU2249611893.SGD","LU0384037296.USD","BK4548","LU0823421333.USD","LU0345770308.USD","IE00BFXG0V08.USD","LU0094547139.USD","LU2023251221.USD","LU1211504680.USD","LU2237443382.USD","LU2491050071.SGD","LU2750360641.GBP","LU1868837722.USD","LU0823414551.USD","LU0889565833.HKD","TSM","IE00BD6J9T35.USD","LU2360032135.SGD","LU2063271972.USD","TSMZ","LU0158827948.USD","LU1989764748.USD","IE00BQXX3F31.USD","LU0082616367.USD","LU2125154778.USD","TSMY","BK4554","LU2089284900.SGD","LU2663582299.SGD","LU0878005551.USD","LU1282649067.USD","ASMG","BK4605","LU2471134879.HKD","LU2237443978.SGD","LU0823414478.USD","LU2298321311.HKD","BK4588","BK4527","LU1323610961.USD","SGXZ81514606.USD","LU2750360997.AUD","BK4535","LU2054465674.USD","LU2360106780.USD","LU0719512351.SGD","LU2111349929.HKD","STSM","LU2247934214.USD","IE0004445239.USD","ASMU","LU0823421416.USD","LU0965508806.USD","LU2087625088.SGD","LU1734074674.USD","BK4526","LU2458330243.SGD","LU2506951792.HKD","IE00BYQQ9H92.USD","LU2471134796.USD","LU2028103732.USD","LU1917777945.USD","LU0289960550.SGD","LU2357125470.USD","BK4141","IE00BHPRN162.USD","TSMG","BK4503","LU0124676726.USD","LU1712237335.SGD","LU1989772840.SGD","LU2023250504.SGD","SG9999004220.SGD","LU2106854487.HKD","LU0345774391.USD","LU1989764664.SGD","LU0143863784.USD","LU2294711713.HKD","LU0541502299.USD","LU0097036916.USD","LU2125154935.USD","LU1989772923.USD","LU0238689110.USD","LU0861579265.USD","LU0353189680.USD","LU0642271901.SGD","SGXZ51526630.SGD","LU0572939691.SGD","LU2458330169.SGD","LU1934455863.HKD","LU0792757196.USD","LU0359201885.HKD","LU0345770993.USD","LU0175139822.USD","BK4534","LU0878004406.USD","LU1037948897.HKD","LU0264606111.USD","LU0359201612.USD","BK4504","LU0345774631.USD","SG9999000418.SGD","LU0316494557.USD","LU2360108059.USD","03145","LU0353189763.USD","LU2491049909.HKD","BK4550","LU0823434583.USD","LU1852331112.SGD","LU2089283258.USD","LU1623119135.USD","LU0488056044.USD","LU2237443549.SGD","LU1868838027.USD","03165","LU2041044095.USD","BK4505","LU0109392836.USD","LU1934455194.USD","LU0965509010.AUD","LU0158827781.USD","IE00BZ199S13.USD","LU2471134523.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629832670","title":"台积电“喊贵”，ASML应声下挫，分析师忙“灭火”","url":"https://stock-news.laohu8.com/highlight/detail?id=2629832670","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629832670?lang=zh_cn&edition=full","pubTime":"2026-04-23 21:00","pubTimestamp":1776949253,"startTime":"0","endTime":"0","summary":"分析师普遍认为，台积电的态度并不意外，且不应被过度解读为ASML长期需求前景的警示信号。ASML在光刻设备领域的垄断地位依然稳固，而英特尔和三星对高数值孔径极EUV的态度则明显更为积极。","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3770725","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2237443382.USD","LU0238689110.USD","LU2041044095.USD","SGXZ81514606.USD","LU0345774631.USD","LU1803068979.SGD","LU2663582299.SGD","LU0823414478.USD","LU0965509283.SGD","LU0488056044.USD","LU0541502299.USD","LU2133065610.SGD","BK4585","LU0345770993.USD","LU1267930813.SGD","TSMG","LU2471134879.HKD","LU2111349929.HKD","IE00BFXG0V08.USD","LU1989764664.SGD","LU2360108059.USD","TSMY","TSMX","STSM","BK4526","BK4533","BK4554","IE00BHPRN162.USD","LU2089284900.SGD","LU2506951792.HKD","BK4505","LU2298321311.HKD","BK4532","ASMU","IE00BQXX3C00.GBP","LU2087625088.SGD","LU0264606111.USD","LU0323591593.USD","BK4512","LU1934455863.HKD","LU1623119135.USD","LU0082616367.USD","LU2247934214.USD","IE00BZ199S13.USD","LU0823434740.USD","LU1282649067.USD","LU0158827948.USD","IE00BYQQ9H92.USD","LU1316542783.SGD","BK4503","LU1734074674.USD","LU1852331112.SGD","LU2054465674.USD","03145","TSMU","BK4534","LU2458330243.SGD","LU1989764748.USD","SGXZ51526630.SGD","LU0124676726.USD","IE00B5TLWC47.USD","LU2092937221.SGD","BK4527","TSM","LU2271345857.HKD","LU0823421333.USD","IE00BD6J9T35.USD","LU0359201885.HKD","BK4602","LU0056508442.USD","LU0345774391.USD","LU2249611893.SGD","LU1989772840.SGD","LU2237443622.USD","LU2491049909.HKD","TSMZ","BK4612","LU2023251221.USD","LU2106854487.HKD","LU0175139822.USD","LU1917777945.USD","LU0198837287.USD","LU0143863784.USD","LU1974910355.USD","IE0004445239.USD","BK4581","ASML","LU0094547139.USD","LU0823421416.USD","LU0965508806.USD","LU2211815571.USD","LU2860962120.EUR","LU1868838027.USD","LU0689626769.HKD","LU0889565833.HKD","ASMH","LU0359202008.SGD","LU0572939691.SGD","BK4141","LU2491050071.SGD","IE00B3M56506.USD","LU1037948897.HKD","BK4548","BK4605","BK4543","LU1989772923.USD","BK4147","LU1868837722.USD","LU1868837565.USD","LU0384037296.USD","LU1934455277.USD","LU2471134523.USD","LU2471134796.USD","LU2360106780.USD","LU0823434583.USD","LU0878005551.USD","BK4504","BK4591","LU0097036916.USD","LU2089283258.USD","BK4588","LU0889566641.SGD","LU2063271972.USD","LU2125154778.USD","LU1934455194.USD","LU2237443978.SGD","LU0882747503.HKD","IE0004086264.USD","LU0348723411.USD","LU2471134952.CNY","LU0143863198.USD","LU2360032135.SGD","LU0359201612.USD","ASMG","LU0965509101.SGD","LU2458330169.SGD","SGXZ99366536.SGD","LU2125154935.USD","LU1037948541.HKD","LU0289960550.SGD","LU0823414551.USD","LU2543165471.USD","BK4550","LU0316494557.USD","IE00BQXX3F31.USD","LU2211814178.USD","LU2357125470.USD","LU2028103732.USD","LU1712237335.SGD","LU0541501648.USD","LU2250418816.HKD","LU1211504680.USD","LU1282649810.SGD","LU0642271901.SGD","IE0004091025.USD","LU0878004406.USD","LU0353189763.USD","LU1508157978.USD","LU2237443549.SGD","LU2491050154.USD","SG9999000418.SGD","LU0572940350.SGD","LU2750360997.AUD","LU0965509010.AUD","LU1023057109.AUD","LU0861579265.USD","LU0158827781.USD","LU0345770308.USD","LU0353189680.USD","SG9999004220.SGD","LU0792757196.USD","LU0719512351.SGD","IE00BKPKM429.USD","LU2750360641.GBP","LU2023250504.SGD","BK4535","IE00BQXX3D17.EUR","LU1323610961.USD","03165","LU2294711713.HKD","LU0109392836.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629072254","title":"“美版ASML”业绩狂飙！Lam Research季度营收创纪录，CEO称明年也“相当好”","url":"https://stock-news.laohu8.com/highlight/detail?id=2629072254","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629072254?lang=zh_cn&edition=full","pubTime":"2026-04-23 08:52","pubTimestamp":1776905542,"startTime":"0","endTime":"0","summary":"Lam Research第三季度营收58.4亿美元、非GAAP每股收益1.47美元，双双创历史新高并超出华尔街预期，中国是最大的市场。公司将下季度营收指引上调至约66亿美元，CEO称“2027年感觉会是相当好的一年”。不过，客户预付款降至近四年低点，短期订单节奏的变化成为市场关注焦点。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3770661","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ASMU","IE00B775H168.HKD","IE00BQXX3C00.GBP","LU0823434583.USD","LU0081259029.USD","LU0061474960.USD","IE00BQXX3F31.USD","IE0004445015.USD","LU1815336760.USD","LU2931357623.SGD","03165","LRCX","LU0251132253.USD","LU0719512351.SGD","LU1917777945.USD","LU1046421795.USD","LU0274383776.USD","LU0082616367.USD","BK4581","IE00B5949003.HKD","LU0957791311.USD","BK4588","IE00BQXX3D17.EUR","LU2250418816.HKD","IE0005OL40V9.USD","LRCU","LU0256863902.USD","LU1670627923.USD","IE00BFSS8Q28.SGD","LU2242649171.HKD","IE00B4JS1V06.HKD","LU1815333072.USD","BK4585","BK4551","LU2063271972.USD","LU0444973449.USD","IE00B7KXQ091.USD","BK4147","LU0348723411.USD","LU0957808578.USD","LU2360106780.USD","LU0256863811.USD","LU1235294995.USD","LU1720051108.HKD","LU1720051017.SGD","LU1670628061.USD","LU2244417387.USD","LU1823568750.SGD","LU0823434740.USD","LU2543165471.USD","LU0345774631.USD","IE00B1BXHZ80.USD","LU2023250843.SGD","LU0056508442.USD","IE0004445239.USD","ASMG","IE00BN29S564.USD","LU0048584097.USD","LU0476273544.USD","LU0868494708.USD","LU2089985449.USD","IE0009356076.USD","LU0157215616.USD","LU0417517546.SGD","LU1642822529.SGD","IE00BJJMRX11.SGD","LU0345774391.USD","IE00BSNM7G36.USD","BK4543","ASMH","LU1548497426.USD","LU0061475181.USD","LU0096362180.USD","IE00BJJMRY28.SGD","LU1069347547.HKD","LU1974910355.USD","LU0187121727.USD","BK4533","LU0097036916.USD","IE00BD6J9T35.USD","LU1366333091.USD","LU1852331112.SGD","IE00BFSS7M15.SGD","LU0444971666.USD","LU1734074674.USD","BK4567","LU0868494617.USD","LU0942090050.USD","LU2023250504.SGD","LU2357305700.SGD","LU1035773651.USD","LU2106854487.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629079777","title":"台积电展示新一代芯片技术 暂不购买阿斯麦最新光刻机","url":"https://stock-news.laohu8.com/highlight/detail?id=2629079777","media":"第一财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629079777?lang=zh_cn&edition=full","pubTime":"2026-04-23 07:10","pubTimestamp":1776899402,"startTime":"0","endTime":"0","summary":"【台积电展示新一代芯片技术 暂不购买阿斯麦最新光刻机】台积电周三发布两项芯片制造技术的改进：一项是名为A13的技术，将于2029年投产，可能用于人工智能芯片；另一项是名为N2U的技术，这是一种更经济的选择，可用于制造手机、笔记本电脑以及人工智能芯片。公司计划从其荷兰供应商阿斯麦现有的极紫外光刻机器（EUV）中挖掘更多潜力，而不是转向更新一代的高数值孔径极紫外光刻机（High-NA EUV）。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202604233714867670.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202604233714867670.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4605","LU0198837287.USD","LU2471134523.USD","03165","IE0004445239.USD","BK4535","LU1934455194.USD","LU2237443978.SGD","LU1917777945.USD","LU1037948897.HKD","SGXZ81514606.USD","LU0158827948.USD","LU0175139822.USD","LU1852331112.SGD","LU0316494557.USD","LU0541502299.USD","LU0488056044.USD","LU0359201885.HKD","LU2106854487.HKD","LU2458330243.SGD","LU0359201612.USD","LU2360032135.SGD","LU0965509010.AUD","IE00BKPKM429.USD","BK4534","IE0004086264.USD","LU2294711713.HKD","LU1211504680.USD","LU1868837565.USD","LU1712237335.SGD","BK4532","BK4612","LU0109392836.USD","LU0238689110.USD","SG9999004220.SGD","LU2471134879.HKD","BK4141","LU0359202008.SGD","LU2491049909.HKD","LU2750360641.GBP","IE00BHPRN162.USD","LU2663582299.SGD","BK4602","LU0158827781.USD","LU2271345857.HKD","LU1989772923.USD","BK4543","LU0345770308.USD","LU0823414478.USD","LU0889566641.SGD","BK4512","LU2028103732.USD","TSM","LU0965509101.SGD","LU0572940350.SGD","LU1989764748.USD","ASMU","LU1868838027.USD","LU2089284900.SGD","LU2211815571.USD","LU1934455277.USD","LU0823434740.USD","SGXZ51526630.SGD","BK4554","LU0143863198.USD","LU1508157978.USD","LU1989772840.SGD","BK4548","LU0143863784.USD","LU1267930813.SGD","LU2092937221.SGD","LU0861579265.USD","LU0348723411.USD","TSMG","LU0823421416.USD","TSMU","BK4533","BK4550","IE00BQXX3D17.EUR","LU0082616367.USD","LU0882747503.HKD","LU2133065610.SGD","LU2041044095.USD","LU0345774391.USD","LU1316542783.SGD","LU2543165471.USD","LU0541501648.USD","SGXZ99366536.SGD","LU1868837722.USD","LU0353189763.USD","LU0823421333.USD","IE0004091025.USD","IE00BQXX3F31.USD","LU1734074674.USD","LU2860962120.EUR","LU0792757196.USD","LU2750360997.AUD","IE00BFXG0V08.USD","LU0878004406.USD","LU0384037296.USD","IE00BZ199S13.USD","BK4504","LU2458330169.SGD","LU2087625088.SGD","LU0719512351.SGD","LU2247934214.USD","BK4585","LU0124676726.USD","LU1803068979.SGD","LU2089283258.USD","LU2023250504.SGD","LU2298321311.HKD","LU2211814178.USD","LU0878005551.USD","LU2491050154.USD","LU0264606111.USD","LU0642271901.SGD","LU2125154778.USD","SG9999000418.SGD","LU0323591593.USD","IE00BD6J9T35.USD","BK4503","LU1989764664.SGD","BK4591","LU0965509283.SGD","LU0345774631.USD","LU0965508806.USD","STSM","LU1934455863.HKD","LU0353189680.USD","LU1282649810.SGD","LU2237443549.SGD","TSMX","LU2360108059.USD","BK4588","LU1323610961.USD","LU1037948541.HKD","LU2125154935.USD","LU2249611893.SGD","LU2237443382.USD","TSMZ","LU0097036916.USD","LU2360106780.USD","LU2250418816.HKD","LU2063271972.USD","LU2237443622.USD","LU2023251221.USD","LU0689626769.HKD","LU1623119135.USD","LU0823434583.USD","ASMG","LU0823414551.USD","LU2471134796.USD","BK4527","03145","LU1282649067.USD","LU0289960550.SGD","LU2111349929.HKD","LU1974910355.USD","LU2357125470.USD","LU0572939691.SGD","IE00B3M56506.USD","TSMY","ASMH","LU0056508442.USD","BK4581","BK4147","LU2506951792.HKD","LU2054465674.USD","BK4526","LU0889565833.HKD","LU2471134952.CNY","BK4505","LU0094547139.USD","LU2491050071.SGD","LU0345770993.USD","IE00BQXX3C00.GBP","LU1023057109.AUD","IE00BYQQ9H92.USD","IE00B5TLWC47.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629023960","title":"瑞银：重申阿斯麦“买入”评级，产能担忧被过度放大","url":"https://stock-news.laohu8.com/highlight/detail?id=2629023960","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629023960?lang=zh_cn&edition=full","pubTime":"2026-04-22 23:10","pubTimestamp":1776870603,"startTime":"0","endTime":"0","summary":"瑞银重申对阿斯麦的“买入”评级，欧股目标价为1600欧元，分析师称投资者对这家荷兰芯片制造设备制造商产能的担忧被夸大了。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n 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张坤：优质股权的安全边际正被显著放大】4月22日，张坤在管的4只基金悉数披露2026年一季报。调仓换股方面，易方达蓝筹精选、易方达优质精选、易方达优质企业三年持有的前三大重仓股均为贵州茅台、五粮液、泸州老窖，其中贵州茅台所占基金净值比均超9.90%，属于“顶格配置”；京东健康、分众传媒、富途控股、三星电子则遭张坤明显减仓。另在地区配置方面，张坤降低了对中国香港的仓位，同时上调了对美国、韩国及中国台湾地区的配置比例。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604223713767723.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604223713767723.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["ASMG","LU0823434740.USD","09961","00883","BK4588","06618","002027","BK4585","00700","HTHT","LU0345774631.USD","YUMC","IE0004445239.USD","ASMU","GOOGL","600938","000858","ASMH","LU1734074674.USD","LU2543165471.USD","BABA","09988","LU0823434583.USD","BK4543","TSM","BK4147","IE00BD6J9T35.USD","TCOM","LU2063271972.USD","FUTU","MSFT","000568","600809","03165","600519","ASML","LU0345774391.USD","09987","TCEHY","01179","LU0097036916.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628298577","title":"【券商聚焦】国海证券上调阿斯麦(ASML)目标价至1834.22美元 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全球最重要的机器，出自一家你或许从未听过、却市值顶尖的公司。全球现存仅数百台，且全部由同一家荷兰企业生产。然而，这件支撑起整个全球经济的科技奇迹，甚至未必是阿斯麦最受追捧的产品。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-20/doc-inhvcvtw3774089.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4543","IE00BD6J9T35.USD","IE0004445239.USD","LU0097036916.USD","ASMG","ASMH","LU0345774391.USD","BK4147","BK4585","BK4588","LU2543165471.USD","ASMU","LU0823434740.USD","LU1734074674.USD","ASML","LU0823434583.USD","03165","LU2063271972.USD","LU0345774631.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628484727","title":"国泰海通：维持阿斯麦“增持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2628484727","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628484727?lang=zh_cn&edition=full","pubTime":"2026-04-20 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21:53","pubTimestamp":1776261180,"startTime":"0","endTime":"0","summary":"每经AI快讯，4月15日，阿斯麦跌幅扩大至5%。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-04-15/doc-inhuqwsw3393289.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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20:58","pubTimestamp":1776257880,"startTime":"0","endTime":"0","summary":"根据周三发布的新闻稿，ASML将其2026年全年销售展望上调至360亿至400亿欧元。此前预期为340亿至390亿欧元。 ASML预计，随着AI基础设施支出推动芯片生产，其光刻系统的需求将保持高位。 对于第二季度，ASML预计净销售额为84亿至90亿欧元，毛利率为51%至52%。该公司预计全年毛利率为51%至53%。 第一季度，ASML报告净销售额为87.7亿欧元，同比增长约13.3%。 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20:35","pubTimestamp":1776256549,"startTime":"0","endTime":"0","summary":"阿斯麦一季度业绩全线超预期，但Q2指引偏弱引发市场短期分歧。电话会上管理层打消疑虑：非EUV业务从“持平”上调至增长；存储客户2026年产能已售罄，且有下游长期承诺支撑。公司明确2026年Low NA EUV出货至少60台，High 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