大行评级｜瑞银：阿斯麦被抛售后股价有上升空间订单仍保持强劲

格隆汇资讯07-18

瑞银发表报告指，荷兰半导体公司阿斯麦(ASML)季绩稳健，但美国可能实施新一轮贸易限制的消息拖累股价下跌，在市场抛售后，认为其股价有上升空间，不过风险回报未及去年第四季前吸引。ASML的强劲订单主要由DUV光刻机推动，EUV光刻机下半年订单健康，估计明年收入将达指引上限水平。该行预期，ASML下半年将取得台积电额外8至10台EUV设备订单，而今季估计为8台，另外市场对存储器的需求将会带动EUV设备...

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大行评级｜瑞银：阿斯麦被抛售后股价有上升空间 订单仍保持强劲

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大行评级｜瑞银：阿斯麦被抛售后股价有上升空间订单仍保持强劲