台积电，也用不起阿斯麦了

华尔街见闻07-18

ASML公布二季度业绩，利润和销售额双双超出预期。报告显示，ASML第二季度净销售额62.4亿欧元，高于预期的60.3亿欧元，ASML此前预测第二季度净销售额于57亿欧元至62亿欧元之间。净利润15.8亿欧元，高于预期的14.3亿欧元，同比下降18.7%，但较上个季度跌幅有所收窄。二季度订单总额上涨至56亿欧元，同比增长超24%，高于分析师预期的44.1亿欧元，其中25亿欧元来自EUV系统，是最...

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/2452227480?lang=zh_CN&edition=full","thumbnail":"https://wpimg-wscn.awtmt.com/6c95d960-d9e6-45e1-a58c-f0b3449f0e3d.png?imageView2/1/w/340/h/340","is_english":false,"pubTime":"2024-07-18 19:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2452227480","market":"hk","top_or_hot":-1,"title":"台积电，也用不起阿斯麦了","media":"华尔街见闻","content":"<div>\n<p>ASML公布二季度业绩，利润和销售额双双超出预期。报告显示，ASML第二季度净销售额62.4亿欧元，高于预期的60.3亿欧元，ASML此前预测第二季度净销售额于57亿欧元至62亿欧元之间。净利润15.8亿欧元，高于预期的14.3亿欧元，同比下降18.7%，但较上个季度跌幅有所收窄。二季度订单总额上涨至56亿欧元，同比增长超24%，高于分析师预期的44.1亿欧元，其中25亿欧元来自EUV系统，是最...</p>\n\n<a href=\"https://wallstreetcn.com/member/articles/3720026\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","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>台积电，也用不起阿斯麦了</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台积电，也用不起阿斯麦了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-18 19:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/member/articles/3720026><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ASML公布二季度业绩，利润和销售额双双超出预期。报告显示，ASML第二季度净销售额62.4亿欧元，高于预期的60.3亿欧元，ASML此前预测第二季度净销售额于57亿欧元至62亿欧元之间。净利润15.8亿欧元，高于预期的14.3亿欧元，同比下降18.7%，但较上个季度跌幅有所收窄。二季度订单总额上涨至56亿欧元，同比增长超24%，高于分析师预期的44.1亿欧元，其中25亿欧元来自EUV系统，是最...</p>\n\n<a href=\"https://wallstreetcn.com/member/articles/3720026\">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":"LU2491050071.SGD","symbol_name":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","start_time":0,"source_url":"https://wallstreetcn.com/member/articles/3720026","article_id":"2452227480","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/6c95d960-d9e6-45e1-a58c-f0b3449f0e3d.png?imageView2/1/w/340/h/340"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/member/articles/3720026","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2452227480","pubTimestamp":1721302170,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"下游需求不及预期，叠加政策扰动，阿斯麦&台积电下跌。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","03165":"华夏欧优股对冲","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4147":"半导体设备","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","03145":"华夏亚洲高息股","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","BK4527":"明星科技股","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4588":"碎股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4526":"热门中概股","BK4141":"半导体产品","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","ASML":"阿斯麦","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","BK4503":"景林资产持仓","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4512":"苹果概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","TSM":"台积电","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4591":"室温超导概念","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","INTC":"英特尔","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD"},"translate_title":"TSMC can't afford ASML anymore","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":1,"TSM":0.7,"03165":0.6,"INTC":0.6,"03145":0.6},"content_text":"ASML公布二季度业绩，利润和销售额双双超出预期。报告显示，ASML第二季度净销售额62.4亿欧元，高于预期的60.3亿欧元，ASML此前预测第二季度净销售额于57亿欧元至62亿欧元之间。净利润15.8亿欧元，高于预期的14.3亿欧元，同比下降18.7%，但较上个季度跌幅有所收窄。二季度订单总额上涨至56亿欧元，同比增长超24%，高于分析师预期的44.1亿欧元，其中25亿欧元来自EUV系统，是最主要的收入来源之一。第二季度毛利率为51.5%，高于预期的50.6%，也高于第一季度的51%。尽管核心数据好于预期，但业绩公布后ASML股价仍下跌11%，一方面是公司指引不及预期，打击了市场信心。公司预计三季度净销售额在67亿欧元至73亿欧元，低于市场预期的74.6亿欧元，预计毛利率在50%至51%之间，同样低于市场预期的51.1%。受AI强劲发展的提振，ASML需求温和增长，但奈何市场的期待值早已经拉满。对于ASML的业绩，市场最为关注的是光刻机的出货量。主要客户台积电推迟2nm量产，并且表示下一代工艺未必需要新EUV产能，ASML的设备需求因此被打上一个问号。随着芯片工艺制程的不断推进，光刻机高昂的费用正在成为代工厂的负担，尤其是在下游手机、PC、汽车等终端需求低迷的情况下，资本支出意愿不足。在ASML、台积电下跌的情况下，英特尔却逆势上涨","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","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":"4.25.1","shortVersion":"4.25.1","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/2452227480"}