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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

2020-01-27

$特斯拉(TSLA)$供应商不上班供不上货，厂里工人也招不到，估计还要跌

2023-04-05

居然之前没有

抱歉，原内容已删除

2020-02-18

好神奇，今天涨是为啥

去老虎APP查看更多动态

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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>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿斯麦Q2营收、净利润均同比下滑，Q3业绩指引逊于预期</title>\n<style 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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; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿斯麦Q2营收、净利润均同比下滑，Q3业绩指引逊于预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-17 13:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月17日，<a 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。” 财报发布后，阿斯麦美股夜盘应声走低，现跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575268079227397","authorId":"3575268079227397","name":"布丁成长日记","avatar":"https://static.tigerbbs.com/ad4d28cdf4fac6ccbfb39947846e3dcc","crmLevel":7,"crmLevelSwitch":0,"idStr":"3575268079227397","authorIdStr":"3575268079227397"},"content":"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。","text":"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。","html":"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。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653140655,"gmtCreate":1680677892777,"gmtModify":1680678728288,"author":{"id":"3542405236909778","authorId":"3542405236909778","name":"泰戈尔何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542405236909778","authorIdStr":"3542405236909778"},"themes":[],"htmlText":"居然之前没有","listText":"居然之前没有","text":"居然之前没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653140655","repostId":"2325594303","repostType":2,"repost":{"id":"2325594303","kind":"news","pubTimestamp":1680674332,"share":"https://www.laohu8.com/m/news/2325594303?lang=&edition=full","pubTime":"2023-04-05 13:58","market":"us","language":"zh","title":"苹果将在印度开设首家官方零售店，位于该国金融中心孟买","url":"https://stock-news.laohu8.com/highlight/detail?id=2325594303","media":"界面","summary":"彭博4月4日消息，苹果将很快在印度开设首家官方零售店。该公司周三发布了一张该门店的概览图，但并未给出确切开业日期。该门店将位于印度金融中心孟买的高档商区Bandra Kurla Complex。据报道，苹果还将在印度新德里开设一家官方零售店。","content":"<div>\n<p>彭博4月4日消息，苹果将很快在印度开设首家官方零售店。该公司周三发布了一张该门店的概览图，但并未给出确切开业日期。该门店将位于印度金融中心孟买的高档商区Bandra Kurla Complex。据报道，苹果还将在印度新德里开设一家官方零售店。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304051358548358dcea&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果将在印度开设首家官方零售店，位于该国金融中心孟买</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果将在印度开设首家官方零售店，位于该国金融中心孟买\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 13:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304051358548358dcea&s=b><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>彭博4月4日消息，苹果将很快在印度开设首家官方零售店。该公司周三发布了一张该门店的概览图，但并未给出确切开业日期。该门店将位于印度金融中心孟买的高档商区Bandra Kurla Complex。据报道，苹果还将在印度新德里开设一家官方零售店。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304051358548358dcea&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0444971666.USD":"天利全球科技基金","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4574":"无人驾驶","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>供应商不上班供不上货，厂里工人也招不到，估计还要跌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>供应商不上班供不上货，厂里工人也招不到，估计还要跌","text":"$特斯拉(TSLA)$供应商不上班供不上货，厂里工人也招不到，估计还要跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/912806916","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":328427480854640,"gmtCreate":1721197014313,"gmtModify":1721197151803,"author":{"id":"3542405236909778","authorId":"3542405236909778","name":"泰戈尔何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542405236909778","authorIdStr":"3542405236909778"},"themes":[],"htmlText":"不懂为什么走低","listText":"不懂为什么走低","text":"不懂为什么走低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328427480854640","repostId":"1113154583","repostType":2,"repost":{"id":"1113154583","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721192623,"share":"https://www.laohu8.com/m/news/1113154583?lang=&edition=full","pubTime":"2024-07-17 13:03","market":"us","language":"zh","title":"阿斯麦Q2营收、净利润均同比下滑，Q3业绩指引逊于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1113154583","media":"老虎资讯综合","summary":"7月17日，$阿斯麦(ASML)$发布2024年第二季度业绩。财报显示，第二季度净销售额62.4亿欧元，预期为60亿欧元。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%。阿斯麦对2024财年的展望保持不变。","content":"<html><head></head><body><p>7月17日，<a 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>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿斯麦Q2营收、净利润均同比下滑，Q3业绩指引逊于预期</title>\n<style 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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。” 财报发布后，阿斯麦美股夜盘应声走低，现跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575268079227397","authorId":"3575268079227397","name":"布丁成长日记","avatar":"https://static.tigerbbs.com/ad4d28cdf4fac6ccbfb39947846e3dcc","crmLevel":7,"crmLevelSwitch":0,"idStr":"3575268079227397","authorIdStr":"3575268079227397"},"content":"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。","text":"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。","html":"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。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912806916,"gmtCreate":1580136627635,"gmtModify":1704340890999,"author":{"id":"3542405236909778","authorId":"3542405236909778","name":"泰戈尔何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542405236909778","authorIdStr":"3542405236909778"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>供应商不上班供不上货，厂里工人也招不到，估计还要跌","text":"$特斯拉(TSLA)$供应商不上班供不上货，厂里工人也招不到，估计还要跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/912806916","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653140655,"gmtCreate":1680677892777,"gmtModify":1680678728288,"author":{"id":"3542405236909778","authorId":"3542405236909778","name":"泰戈尔何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542405236909778","authorIdStr":"3542405236909778"},"themes":[],"htmlText":"居然之前没有","listText":"居然之前没有","text":"居然之前没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653140655","repostId":"2325594303","repostType":2,"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917435370,"gmtCreate":1582030822290,"gmtModify":1704345523664,"author":{"id":"3542405236909778","authorId":"3542405236909778","name":"泰戈尔何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542405236909778","authorIdStr":"3542405236909778"},"themes":[],"htmlText":"好神奇，今天涨是为啥","listText":"好神奇，今天涨是为啥","text":"好神奇，今天涨是为啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917435370","isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}