$阿斯麦(ASML)_老虎社区_美港股上老虎 - 老虎社区

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gugu
04-17

$阿斯麦(ASML)$ 太贵了，容易跌，有个不及预期就掉下去。跌一跌更健康。

目前新增预定数netbooking波动很大，1季度跌倒36亿欧元，上个季度91.86亿欧元。这个观察数据快失效了。[捂脸] 观察指标失效，投资难度大了。

这次季度预定中，存储芯片设备占比提高，59%。这倒是和行业数据符合，存储芯片需求从谷底爬出，赚到钱开始加大资本开支。

本人不持有，持续观察中。

# 芯片股实现4连涨！AMD绩前能否上车？

修改于 2024-04-17 15:45

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。

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大头菜吸溜鼻
·04-17
存储芯片占比高，是会利润更高吗
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- gugu:
  或许毛利率提升和这有相关性，但这块我没有做研究不敢推断，要有的话，也很小1%上下
  04-17
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- gugu:
  不会，只是收入端补上逻辑光刻设备的下滑部分而已，1季度收入整体下滑22%。
  04-17
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美谷股姑
·04-17
目前新增预定数的波动比较大，上季度相比下降了36亿欧元，这个观察指标可能会失效。
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学思践悟
·04-17
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