泰戈尔何
07-17
不懂为什么走低
阿斯麦Q2营收、净利润均同比下滑，Q3业绩指引逊于预期
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布丁成长日记
07-17
布丁成长日记
从上次财报暴跌到今天，股价已经反弹接近历史新高，没有大超预期很难不跌的。
JesusApple
07-17
JesusApple
财报好但是股民预期比财报还要高
什么也没有了～
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}\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; 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href=\"https://laohu8.com/S/ASML\">阿斯麦</a>发布2024年第二季度业绩。财报显示，第二季度营收62.4亿欧元，市场预期60.4亿欧元，去年同期69.02亿欧元；净利润15.78亿欧元，市场预期14.4亿欧元，去年同期19.42亿欧元；每股收益4.01欧元，市场预期3.67欧元，去年同期4.93欧元。</p><p>第二季度预订量为55.7亿欧元，预期为44.1亿欧元；第二季度毛利率为51.5%，预期为50.6%。</p><p>阿斯麦预计第三季度销售额70亿欧元，低于市场预期的74.6亿欧元；预计第三季度毛利率为50.5%，亦低于市场预期的51.1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/262a342612184480c0dc84c2da31e3e1\" title=\"\" tg-width=\"1141\" tg-height=\"766\"/></p><p><strong>首席执行官声明和展望</strong></p><p style=\"text-align: left;\">我们第二季度的总净销售额达到62亿欧元，处于预期的高位，毛利率为51.5%，高于预期，这主要得益于沉浸式系统销售的增加。</p><p style=\"text-align: left;\">与前几个季度一样，整体半导体库存水平继续改善，我们还看到逻辑和内存客户的光刻工具利用率进一步提高。尽管市场仍存在不确定性，主要是受宏观环境的影响，但我们预计行业复苏将在下半年持续。 </p><p style=\"text-align: left;\">阿斯麦总裁兼首席执行官Christophe Fouquet表示：“我们预计第三季度总净销售额在67亿欧元至73亿欧元之间，毛利率在50%至51%之间。阿斯麦预计研发成本约为11亿欧元，销售、一般及行政费用约为2.95亿欧元。我们对2024年全年的展望保持不变。我们认为2024年是一个过渡年，将继续在产能提升和技术方面进行投资。我们目前看到人工智能的强劲发展，推动了大部分行业的复苏和增长，领先于其他细分市场。” </p><p>财报发布后，阿斯麦美股夜盘应声走低，现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa1dfa4d2bda6840ffef78a060dfa855\" title=\"\" tg-width=\"871\" tg-height=\"831\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113154583","content_text":"7月17日，阿斯麦发布2024年第二季度业绩。财报显示，第二季度营收62.4亿欧元，市场预期60.4亿欧元，去年同期69.02亿欧元；净利润15.78亿欧元，市场预期14.4亿欧元，去年同期19.42亿欧元；每股收益4.01欧元，市场预期3.67欧元，去年同期4.93欧元。第二季度预订量为55.7亿欧元，预期为44.1亿欧元；第二季度毛利率为51.5%，预期为50.6%。阿斯麦预计第三季度销售额70亿欧元，低于市场预期的74.6亿欧元；预计第三季度毛利率为50.5%，亦低于市场预期的51.1%。首席执行官声明和展望我们第二季度的总净销售额达到62亿欧元，处于预期的高位，毛利率为51.5%，高于预期，这主要得益于沉浸式系统销售的增加。与前几个季度一样，整体半导体库存水平继续改善，我们还看到逻辑和内存客户的光刻工具利用率进一步提高。尽管市场仍存在不确定性，主要是受宏观环境的影响，但我们预计行业复苏将在下半年持续。 阿斯麦总裁兼首席执行官Christophe Fouquet表示：“我们预计第三季度总净销售额在67亿欧元至73亿欧元之间，毛利率在50%至51%之间。阿斯麦预计研发成本约为11亿欧元，销售、一般及行政费用约为2.95亿欧元。我们对2024年全年的展望保持不变。我们认为2024年是一个过渡年，将继续在产能提升和技术方面进行投资。我们目前看到人工智能的强劲发展，推动了大部分行业的复苏和增长，领先于其他细分市场。” 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