荷兰光刻机巨头阿斯麦（ASML）今日盘中股价大幅下挫5.75%，主要受到公司一季度财报中新增订单数据不及预期的影响。
根据阿斯麦最新公布的财报，2025年第一季度新增订单额仅为39.4亿欧元，远低于分析师预期的48.2亿欧元，较上一季度更是大幅下滑44.5%。这一数据引发投资者对半导体行业需求前景的担忧。尽管阿斯麦维持了全年300亿至350亿欧元的销售预期，但公司首席执行官克里斯托夫·富凯（Christophe Fouquet）警告称，近期的关税政策增加了宏观环境的不确定性，可能影响公司2025年和2026年的业绩前景。
富凯表示，人工智能仍是行业的主要增长动力，但也指出AI正在改变市场格局，使某些客户受益更多。这种不平衡既带来上行潜力，也构成下行风险。市场对阿斯麦的订单下滑反应强烈，反映出投资者对半导体行业需求放缓和全球贸易局势不确定性的担忧情绪。
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