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Appler

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- ApplerAppler
  ·10-25
  $特斯拉(TSLA)$
  2 评论
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- ApplerAppler
  ·10-15
  订单和销售额有何区别，哪位大佬科普一下，为什么订单少了销售额反而多了
  阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引
  三季度订单26.3亿欧元，市场预期53.9亿欧元。
  阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引
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- ApplerAppler
  ·10-15
  $特斯拉(TSLA)$ 空头再不跑，短裤都要赔掉
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- ApplerAppler
  ·08-22
  $百度(BIDU)$
  48 评论
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- ApplerAppler
  ·08-22
  $百度(BIDU)$ 靠莆田系起家的公司，带血的钞票，吹的牛皮山响，疯狂做空吧，拆穿他的面具
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- ApplerAppler
  ·07-02
  $特斯拉(TSLA)$
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- ApplerAppler
  ·06-26
  $台积电(TSM)$ 高管：大股东疯狂卖出，不过阻挡不了AI大局
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- ApplerAppler
  ·06-25
  $英伟达(NVDA)$ 后天股东大会了，让股东们看瀑布吗？坚定看多英伟达，越跌越买，2016年以前他不会有对手！
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- ApplerAppler
  ·06-24
  $英伟达(NVDA)$
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- ApplerAppler
  ·06-13
  $特斯拉(TSLA)$
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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v 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22:41","market":"us","language":"zh","title":"阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1114844025","media":"老虎资讯综合","summary":"三季度订单26.3亿欧元，市场预期53.9亿欧元。","content":"<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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Q3订单远逊预期，下调2025年净销售额和毛利率指引</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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Q3订单远逊预期，下调2025年净销售额和毛利率指引\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\">2024-10-15 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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":"1114844025","content_text":"阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。第三季度毛利率为50.8%，市场预期为50.7%。阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。截至发稿，阿斯麦大跌超13%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575809456871938","authorId":"3575809456871938","name":"芭芭拉拉小小","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575809456871938","idStr":"3575809456871938"},"content":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种","text":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种","html":"订单是未来销售额，销售额是现在的，也就是说未来他能拿到的订单会比较少，基本上被大陆的企业吃掉，而且属于永远都拿不回来的那种"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360016681513200,"gmtCreate":1728926376827,"gmtModify":1728926378480,"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558788711643304","idStr":"3558788711643304"},"themes":[],"htmlText":"<a 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