$阿斯麦(ASML)_老虎社区_美港股上老虎

2025-04-16

$阿斯麦(ASML)$ 半导体行业是长线看好的技术风口。订单数据有时受周期波动影响，当前的下跌可能更多属于短期市场情绪波动。随着全球需求逐步回暖，技术壁垒和资本开支增加将进一步支撑半导体企业的基本面，不必过分恐慌。

高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":424977130836016,"tweetId":"424977130836016","gmtCreate":1744790233386,"gmtModify":1744790235418,"author":{"id":10000000000010478,"idStr":"10000000000010478","authorId":10000000000010478,"authorIdStr":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":58,"starInvestorFlag":false},"themes":[{"themeId":"0a81fa621ad948bda8a6607479a1600b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"高通下跌，Arm上涨！你有押对吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0a81fa621ad948bda8a6607479a1600b}&rnconfig={\"headerBarHidden\": true}","description":"高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】","image":"https://static.tigerbbs.com/974910dc085bd58494f3eeb204acc64e"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"ASML\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"阿斯麦\" target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 半导体行业是长线看好的技术风口。订单数据有时受周期波动影响，当前的下跌可能更多属于短期市场情绪波动。随着全球需求逐步回暖，技术壁垒和资本开支增加将进一步支撑半导体企业的基本面，不必过分恐慌。</p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"ASML\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"阿斯麦\" target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 半导体行业是长线看好的技术风口。订单数据有时受周期波动影响，当前的下跌可能更多属于短期市场情绪波动。随着全球需求逐步回暖，技术壁垒和资本开支增加将进一步支撑半导体企业的基本面，不必过分恐慌。</p></body></html>","text":"$阿斯麦(ASML)$ 半导体行业是长线看好的技术风口。订单数据有时受周期波动影响，当前的下跌可能更多属于短期市场情绪波动。随着全球需求逐步回暖，技术壁垒和资本开支增加将进一步支撑半导体企业的基本面，不必过分恐慌。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/424977130836016","repostId":0,"isVote":1,"tweetType":1,"viewCount":1662,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ASML"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":198,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/424977130836016"}