復星財富李曉翀：ASML 績後急跌的思考
復星財富李曉翀分析了 ASML 績後急跌的原因，認為是 2024 財年第一季度新增訂單遜市場預期所致，但他對此沽壓感到滿意。ASML 的季報銷售額符合預期，毛利率超過指引，但新增訂單低於市場預期。ASML 表示有客戶推遲下訂單，正在談判中。為達到 2025 年的銷售目標，ASML 需要接下來的三個季度實現略高於 40 億歐元的訂單。存儲對 EUV 的需求逐漸增加，存儲訂單由 DDR5 和 HBM 驅動。ASML 預計今年內存收入將增長。
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Source: 香港经济日报 The copyright of this article belongs to the original author/organization.
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