大摩、美银齐看好，荷兰芯片制造商ASMI“获封”欧洲AI赢家

智通财经06-21

6月21日，由于摩根士丹利和美国银行的分析师纷纷看好荷兰芯片制造商ASM International在人工智能热潮中的作用，该股股价创下新高，周四在阿姆斯特丹跳涨了6.7%，一度升至738.80欧元，在美股市场则一度飙升至788.03美元。ASMI的股价今年已在美国市场上涨了50%，截至发稿，盘后涨2.46%，报776.29美元。此外，2023年ASMI上涨了99%，是欧洲斯托克600指数中表现...

网页链接

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2445274381?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","is_english":false,"pubTime":"2024-06-21 09:15","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2445274381","market":"us","top_or_hot":-1,"title":"大摩、美银齐看好，荷兰芯片制造商ASMI“获封”欧洲AI赢家","media":"智通财经","content":"<div>\n<p>6月21日，由于摩根士丹利和美国银行的分析师纷纷看好荷兰芯片制造商ASM International在人工智能热潮中的作用，该股股价创下新高，周四在阿姆斯特丹跳涨了6.7%，一度升至738.80欧元，在美股市场则一度飙升至788.03美元。ASMI的股价今年已在美国市场上涨了50%，截至发稿，盘后涨2.46%，报776.29美元。此外，2023年ASMI上涨了99%，是欧洲斯托克600指数中表现...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1138393.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩、美银齐看好，荷兰芯片制造商ASMI“获封”欧洲AI赢家</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩、美银齐看好，荷兰芯片制造商ASMI“获封”欧洲AI赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 09:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1138393.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月21日，由于摩根士丹利和美国银行的分析师纷纷看好荷兰芯片制造商ASM International在人工智能热潮中的作用，该股股价创下新高，周四在阿姆斯特丹跳涨了6.7%，一度升至738.80欧元，在美股市场则一度飙升至788.03美元。ASMI的股价今年已在美国市场上涨了50%，截至发稿，盘后涨2.46%，报776.29美元。此外，2023年ASMI上涨了99%，是欧洲斯托克600指数中表现...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1138393.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1363072403.SGD","symbol_name":"Fidelity Global Financial Services A-ACC-SGD","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1138393.html","article_id":"2445274381","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2445274381","pubTimestamp":1718932519,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，由于摩根士丹利和美国银行的分析师纷纷看好荷兰芯片制造商ASM International在人工智能热潮中的作用，该股股价创下新高，周四在阿姆斯特丹跳涨了6.7%，一度升至738.80欧元，在美股市场则一度飙升至788.03美元。他预计未来几年ASMI的增速将超过整体芯片设备市场。美国银行的Didier Scemama表示，ASMI的薄膜沉积工具“对于制造人工智能基础设施中使用的尖端逻辑和存储芯片至关重要”，他对另一家荷兰芯片工具制造商阿斯麦的预期在华尔街大行中也最为乐观。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0106831901.USD":"贝莱德世界金融基金A2","BK4147":"半导体设备","LU0971096721.USD":"富达环球金融服务 A","ASMIY":"ASM International N.V.","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4588":"碎股","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4127":"投资银行业与经纪业","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1"},"translate_title":"Morgan Stanley and Bank of America are optimistic, Dutch chipmaker ASMI \"blocked\" European AI winner","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/14b5f94a7acf8248a43cdcfde472b479","symbols_score_info":{"ASMIY":1},"content_text":"6月21日，由于摩根士丹利和美国银行的分析师纷纷看好荷兰芯片制造商ASM International在人工智能热潮中的作用，该股股价创下新高，周四在阿姆斯特丹跳涨了6.7%，一度升至738.80欧元，在美股市场则一度飙升至788.03美元。ASMI的股价今年已在美国市场上涨了50%，截至发稿，盘后涨2.46%，报776.29美元。此外，2023年ASMI上涨了99%，是欧洲斯托克600指数中表现最好的股票之一。摩根士丹利的奈杰尔·范普腾(Nigel Van Putten)表示，随着半导体行业采用被称为全环绕栅极(Gate-All-Around)的下一代芯片架构，ASMI将成为主要受益者。他预计未来几年ASMI的增速将超过整体芯片设备市场。该分析师在一份报告写道，“随着人工智能成为半导体(设备)市场的主要驱动力，我们认为ASMI将是一个核心公司”，并将其评级从“持股观望”上调至“增持”。ASMI在原子层沉积领域占有50%以上的市场份额，这是一种在半导体芯片上沉积超薄材料薄膜的先进设备。Van Putten引用Lexis Nexis的分析说，该公司拥有的专利是芯片制造领域最重要的专利之一。摩根士丹利的看涨观点得到了美国银行分析师的认同，他们将该股的目标价上调至860欧元，创下了该行的新高。该目标价意味着该股股价较当前水平有约18%的上涨空间，与认为该股股价将在未来12个月内下跌的共识形成鲜明对比。美国银行的Didier Scemama表示，ASMI的薄膜沉积工具“对于制造人工智能基础设施中使用的尖端逻辑和存储芯片至关重要”，他对另一家荷兰芯片工具制造商阿斯麦(ASML.US)的预期在华尔街大行中也最为乐观。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2445274381"}