阿斯麦：2024年部分客户仍保持谨慎，AI将带来后续提振

新浪美股2025-03-05

阿斯麦称，2024 年其客户表现 “谨慎”，同时指出人工智能将带来后续提振。荷兰半导体设备制造商阿斯麦（ASML）周三在其年度报告中表示，宏观经济的不确定性 “致使部分客户在 2024 年仍保持谨慎态度，更加审慎地控制资本支出和现金流”。报告还指出，地缘政治的不确定性扰乱了其供应链，导致原材料供应减少、价格上涨，且通胀压力冲击了其供应商。与此同时，该报告将人工智能称为 “半导体行业增长的关键驱动力...

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