ASML处于半导体最_老虎社区_美港股上老虎

kichy

10-17

ASML处于半导体最上游，过去几年属于非正常增长，随着晶圆厂产能布局完成，逐步形成产能过剩。而整体芯片需求除了AI，其他并无大的增长，但集成电路产业因为AI带来的变革还在继续。半导体长期看好。

芯片股集体大跌！谁能弯道超车？

芯片股普跌，Arm跌逾8%，英伟达、美光科技跌超4%，博通、英特尔跌近4%，高通跌近3%，台积电跌2%。【芯片股集体回调，谁将有弯道超车的机会？现在你打算上车哪一家？】

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