阿斯麦一季度新增订单不及预期，提醒关税影响带来不确定性

澎湃新闻2025-04-16

阿斯麦(ASML) 视觉中国资料图4月16日，光刻机巨头阿斯麦(ASML)盘前股价走低，跌超四个点。当天，ASML披露了第一季度业绩：期内营收77.4亿欧元，同比增长46.31%，预期为78.15亿欧元；净利润为23.55亿欧元，同比增长92.4%，预期为22.73亿欧元，每股收益为6美元，预期为5.79美元。第一季度的新增订单金额为39亿欧元，其中12亿欧元为EUV光刻机订单，预期为48.9...

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资料图4月16日，光刻机巨头阿斯麦(ASML)盘前股价走低，跌超四个点。当天，ASML披露了第一季度业绩：期内营收77.4亿欧元，同比增长46.31%，预期为78.15亿欧元；净利润为23.55亿欧元，同比增长92.4%，预期为22.73亿欧元，每股收益为6美元，预期为5.79美元。第一季度的新增订单金额为39亿欧元，其中12亿欧元为EUV光刻机订单，预期为48.9...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2025-04-16/doc-inetkpat4325861.shtml\">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":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2025-04-16/doc-inetkpat4325861.shtml","article_id":"2527828241","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2025-04-16/doc-inetkpat4325861.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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Dassen）当日表示，受关税影响，行业正处于动态变化中，“我们正积极地与整个半导体生态系统协作，在更好地了解关税如何实施后，努力将其对全生态体系的整体影响降至最低。”他还警告，关税还会带来间接影响，如对全球经济增长、整体市场需求的冲击。现在讨论这些影响还为时尚早，因此很难给出一个确切的数字。ASML预计，第二季度净销售额为72亿至77亿欧元，其中装机售后服务收入预计约为20亿欧元。第二季度的毛利率介于50%至53%。傅恪礼表示，就细分市场而言，逻辑芯片市场仍在增长，需求强劲，尤其是在先进逻辑芯片领域；存储芯片市场将保持强劲，与去年持平。装机售后服务这部分业务正在增长，EUV产品组合的销售比DUV更强劲，将带动该业务在2025年的发展。他表示，从长期看公司仍然看到AI带来强劲的需求，在过去几个季度它是行业增长的驱动力。公司今年以及明年的部分需求已经稳定下来，基于与客户的沟通情况，预计2025年和2026年都将是增长年，这与此前的分享一致。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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; 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