异动解读 | 应用材料(AMAT)疲软预期或拖累阿斯麦(ASML)股价,盘中下跌5%

异动解读11-16

半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。

分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。

尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

mgdn
11-16
mgdn
不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。
- 民國投機者:
  昨天整个大盘都在跌，再等等吧

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expectations may drag down ASML (ASML) stock price, which fell 5% intraday","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":1},"content_text":"半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。\n分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。\n尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":371543285694536,"gmtCreate":1731717839428,"gmtModify":1731717842429,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"htmlText":"不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。","listText":"不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。","text":"不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371543285694536","repostId":1178165839,"repostType":2,"repost":{"id":"1178165839","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1731699518,"share":"https://www.laohu8.com/m/news/1178165839?lang=&edition=full","pubTime":"2024-11-16 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-16 03:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。</p>\n\n<p>分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。</p>\n\n<p>尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178165839","content_text":"半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。\n分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。\n尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":371422329106784,"gmtCreate":1731718940348,"gmtModify":1731718944118,"authorId":3539137238633891,"author":{"id":3539137238633891,"idStr":"3539137238633891","authorId":3539137238633891,"name":"民國投機者","avatar":"https://static.tigerbbs.com/9a63312217e0eb9908b692d2402274c2","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":371543285694536,"type":1,"supId":0,"prevId":0,"content":"昨天整个大盘都在跌，再等等吧","text":"昨天整个大盘都在跌，再等等吧","html":"昨天整个大盘都在跌，再等等吧"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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