Tokyo Electron Ltd.(TOELY)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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TOELY Tokyo Electron Ltd.

盘前交易 11-18 16:00:00 EST 延时

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AI或驱动2025WFE双位数增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2483033899","media":"华泰证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2483033899?lang=zh_cn&edition=full","pubTime":"2024-11-14 00:00","pubTimestamp":1731513600,"startTime":"0","endTime":"0","summary":"从东京电子业绩中，我们观察到：1）上半年前道设备公司存储收入占比同环比进一步增加，2025 年WFE 结构中，逻辑/存储或将从2024 年的7：3 降至2025 年的6：4；2）服务器/AI终端的WFE 占比同比或提升迅速，AI 或驱动2025 WFE 双位数增长；3）东京电子表示业绩预测中已考虑进半导体限制政策的可能影响，后续会遵守有关部门规则，我们认为前道设备相关限制政策风险或即将释放。行业方面，公司预计CY2025 WFE 同比双位数增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114111525a235d7b8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241113232318971a6524&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4147","TOELY"],"gpt_icon":0},{"id":"2483095305","title":"芯片设备大厂TEL净利润将暴涨45%，中国市场占比达45%","url":"https://stock-news.laohu8.com/highlight/detail?id=2483095305","media":"C114通信网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2483095305?lang=zh_cn&edition=full","pubTime":"2024-11-13 08:20","pubTimestamp":1731457200,"startTime":"0","endTime":"0","summary":"日本芯片制造设备制造商Tokyo Electron上调已经创下纪录的全年盈利预测，但该公司面临中国需求放缓以及加强出口限制的风险。Tokyo Electron表示，预计截至2025年3月财年，集团净利润将增长45%，至5260亿日元，较早前的预测高出480亿日元。Tokyo Electron还宣布增加股息，并回购高达700亿日元的股票。对于Tokyo 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00:19","pubTimestamp":1729009183,"startTime":"0","endTime":"0","summary":"北京时间2024年10月16日00时19分，美国OTC市场东京电子股票出现波动，股价急速跳水5.12%。截至发稿，该股报83.36美元/股，成交量23.0561万股，换手率0.03%，振幅7.75%。最近的财报数据显示，该股实现营业收入35.62亿美元，净利润8.10亿美元，每股收益0.88美元，毛利16.94亿美元，市盈率29.21倍。美国OTC市场东京电子股票所在的半导体行业中，整体跌幅为8.17%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241016001943ab6a4afe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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It operates primarily in the etch, deposition, and clean segments, which involve adding and removing materials to and from semiconductor wafers. Customers include leading-edge logic, foundry, and memory chipmakers such as Intel, TSMC, Micron, and Samsung.消息层面，截至21时47分，《Tokyo Electron：2024年人工智能销售额将增长约150%》资讯为影响美国OTC市场东京电子的重要信息。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240926214705957f8063&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240926214705957f8063&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"Business 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Electron：2024年人工智能销售额将增长约150%","url":"https://stock-news.laohu8.com/highlight/detail?id=2470005202","media":"爱集微","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2470005202?lang=zh_cn&edition=full","pubTime":"2024-09-26 17:01","pubTimestamp":1727341298,"startTime":"0","endTime":"0","summary":"日本领先的半导体生产设备制造商Tokyo Electron认为，本财年与人工智能相关的销售额将增长约150%，达到6900亿日元，并预计明年的需求将进一步增长，尽管一些投资者对用于人工智能的芯片的前景表示怀疑。TEL财务主管Hiroshi Kawamoto表示，在截至2025年3月的财年中，TEL预计人工智能相关技术将占公司预计合并销售额2.3万亿日元的30%，高于上年的15%。Kawamoto认为，在此之后还会继续增长。Kawamoto提到，与人工智能相关的销售额很可能会超过下一财年总额的30%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240926170330957efa5c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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