光刻机巨头阿斯麦崩了！分析师预警：拉姆研究(LRCX.US)与科磊(KLAC.US)业绩恐将受中国需求放缓影响

智通财经10-16

智通财经获悉，当地时间周二，光刻机巨头阿斯麦(ASML.US)原定于周三公布的财报意外提前发布。更糟糕的是，由于Q3订单数据仅为市场预期的一半，叠加下调2025财年指引还引发了股价暴跌，拖累整个半导体板块和美股市场走弱。Raymond James表示，科磊(KLAC.US)和拉姆研究(LRCX.US)可能在短期内都面临来自中国需求下降的冲击。科磊股价周二收跌14.7%，拉姆研究股价周二收跌...

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href=http://www.zhitongcaijing.com/content/detail/1194552.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经获悉，当地时间周二，光刻机巨头阿斯麦(ASML.US)原定于周三公布的财报意外提前发布。更糟糕的是，由于Q3订单数据仅为市场预期的一半，叠加下调2025财年指引还引发了股价暴跌，拖累整个半导体板块和美股市场走弱。Raymond James表示，科磊(KLAC.US)和拉姆研究(LRCX.US)可能在短期内都面临来自中国需求下降的冲击。科磊股价周二收跌14.7%，拉姆研究股价周二收跌...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1194552.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":"LU1951198990.SGD","symbol_name":"Natixis Thematics AI & Robotics Fund H-R/A 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Analyst warning: The performance of Ram Research (LRCX.US) and Kelei (KLAC.US) may be affected by the slowdown in demand in China","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":1,"LRCX":1,"KLAC":1,"03165":0.6},"content_text":"智通财经获悉，当地时间周二，光刻机巨头阿斯麦(ASML.US)原定于周三公布的财报意外提前发布。更糟糕的是，由于Q3订单数据仅为市场预期的一半，叠加下调2025财年指引还引发了股价暴跌，拖累整个半导体板块和美股市场走弱。Raymond James表示，科磊(KLAC.US)和拉姆研究(LRCX.US)可能在短期内都面临来自中国需求下降的冲击。科磊股价周二收跌14.7%，拉姆研究股价周二收跌10.9%。阿斯麦股价周二更是大跌16.26%。按照阿斯麦官方发布的财报日程，公司会在周三上午(北京时间周三午后)发布财报，并召开电话会议进行解读。然而，在北京时间周二晚间22点半左右，各大金融终端同时抓到了公司不小心挂到网上的财报。在提前公布的数据中，阿斯麦宣布今年三季度的订单只有26亿欧元，比起市场预期的54亿欧元差了近一半。公司预计到2025年，总净销售额将增长到300亿到350亿欧元之间(此前指引为300-400亿欧元)，这个数字位于2022年投资者日提供指引的下半部分。毛利率介于51%到53%之间，低于当时提供的范围。随后，Raymond James分析师Srini Pajjuri将科磊目标价从975美元下调至925美元，不过，这家投资公司仍维持对该股的“跑赢大盘”评级。Pajjuri在一份投资者报告中表示，在过去五年中，科磊的收入超过了晶圆制造设备，由于过程控制强度的长期增长，预计这一趋势将持续下去。然而，Raymond James对科磊2025年的预测略有下调，原因是“该公司在中国有晶圆厂和掩模厂的投资，它认为这些工厂的建设还处于早期阶段”，Pajjuri指出，先进的晶圆代工和逻辑也在不断改进，2nm节点将成为科磊的关键驱动因素。其次，Pajjuri也将拉姆研究目标价从125美元下调至100美元，但该公司维持对该股的“增持”评级。该机构指出，中国近期对DRAM芯片的需求预计将放缓。Pajjuri表示：“尽管如此，Raymond James认为估值已经低估了近期前景的一些风险，并继续看好拉姆研究在HBM增长和代工/逻辑方面的进展(Q4系统销售额的64%)。”根据Raymond James的说法，NAND闪存利用率的提高预计将导致2025年晶圆制造设备的复苏。","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":"Business Data","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/2475122640"}